Sound familiar?
"I spend hours chasing clients for basic project details"
"My intake is a Google Form + spreadsheet + sticky notes"
"Clients think I'm disorganized because my tools look amateur"
"I lose track of who needs what and drop follow-ups"
Monday morning with ioZen
Elena, a brand designer, opens ioZen Monday morning and sees three new project requests that came in over the weekend. Each one has full project details, budget range, and timeline because the intake form asked the right questions automatically. She moves her favorite prospect to "Proposal sent" on her board and fires off a follow-up. No email digging, no "can you send me the brief again?" conversations. She's working on actual design by 9:15 AM.
There's a better way
ioZen gives you professional intake + workflow tracking + contacts in one place. No more chaos.
Professional intake
Send a link that looks like you have your act together
Smart follow-ups
AI asks the questions you'd chase them for later
Everything tracked
See where every project stands at a glance
Contacts in one place
No more spreadsheet chaos. One source of truth
Replace your tool stack
You're probably paying for more tools than you need.
What you're paying now
- Typeform (forms) $25/mo
- Zapier (automations) $20/mo
- Airtable (tracking) $20/mo
- HubSpot (contacts) $30/mo
- Total $95/mo
With ioZen
- AI-powered intake forms
- Built-in automations (no Zapier)
- Process Boards for tracking
- Contacts and CRM built in
- ioZen Pro $29/mo
Or start free with 3 FlowApps and 1,000 AI credits
Most freelancers start with these
What you can do in your first week
Set up your client intake form
Takes about 5 minutes. Pick a template, customize the questions, done.
Send the link to your next prospect
Drop it in an email, add it to your website, or share it on social.
Watch the first submission come in with full details
Project scope, budget, timeline, contact info. All in one place.
Track it on your Process Board
Drag it from "New" to "Proposal sent" to "Won." Visual, simple.