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Marcus runs a web design agency. Before ioZen, he'd get quote requests like "How much for a website?" and spend three emails just understanding the scope. Now, potential clients click his quote link and the IntakeBot asks what kind of site, how many pages, if they have content ready, their timeline, and their budget range. Submission Intelligence scores each request on the way in, so the $30k mobile app sits above the $500 logo tweak in his queue. By the time Marcus opens his board, everything is scoped, ranked, and ready. He quotes the big projects first and wins them before competitors even respond.
A conversation that gets the details you need
IntakeBot
Hi! Tell me about your project. What are you looking to build?
We need a new website for our consulting firm. Something professional but modern.
IntakeBot
Got it. How many pages are you thinking? And do you have content ready, or will you need help with that?
About 8-10 pages. We have most of the content but might need help with the services descriptions.
IntakeBot
Perfect. What's your ideal timeline? And do you have a budget range in mind?
We'd like to launch in 6-8 weeks. Budget is around $8-12k.
IntakeBot
Great, that's very helpful. Can you share any websites you like the style of? You can paste links or upload screenshots.
What changes when quote requests are conversational
Time to quote
Quote accuracy
Quote win rate
From inquiry to signed proposal
Client describes project
Clicks your quote link
Intelligence scored
AI assigns tier: Priority / Standard / Low
Contact created
Lead saved automatically
Card on board
In your quotes pipeline
Routed by type
To the right team member
Client describes project
Clicks your quote link
Intelligence scored
AI assigns tier: Priority / Standard / Low
Contact created
Lead saved automatically
Card on board
In your quotes pipeline
Routed by type
To the right team member
Every request goes to someone with pricing authority
Wrong person = wrong quote = lost deal. When a technical request lands on a junior's desk, quotes get delayed or mispriced. Routing ensures decision-makers see their projects first.
Technical projects land here. Scoped and quoted by someone who knows.
E-commerce Build
Retail brand · $15-20k
ShopifyMobile App MVP
FinTech startup · $30k+
React NativeE-commerce Build
Retail brand · $15-20k
ShopifyWebsite Redesign
Consulting firm · $8-12k
Next.jsE-commerce Build
Retail brand · $15-20k
ShopifyMobile App MVP
FinTech startup · $30k+
React NativeE-commerce Build
Retail brand · $15-20k
ShopifyWebsite Redesign
Consulting firm · $8-12k
Next.jsAsks what you'd ask anyway: timeline, budget, scope
AI scores scope, budget, and timeline. Configure dimensions to prioritize what matters most.
Reference materials, brand assets, examples
Client info saved automatically for follow-up
See all quotes in a visual pipeline
Know which campaigns bring quote requests