Sound familiar?
"Our processes are held together with duct tape"
"We're outgrowing our current tools"
"Too much manual routing and follow-up"
"We don't know which campaigns actually convert"
Monday morning with ioZen
Daniela, operations lead at a 25-person insurance brokerage, checks her dashboard and sees 14 new applications that arrived over the weekend. Each one is automatically scored and sorted: 6 are commercial policies routed to the business team, 8 are personal lines sitting in the right queue. Her agents pick up pre-qualified leads with full context. No spreadsheet triage, no "who's handling this?" Slack threads. By Tuesday, half those applications already have quotes out.
Built to scale
Start simple. Add complexity when you need it. Your processes grow with you.
Automatic routing
Submissions go to the right person instantly
Multiple workflows
Different processes for different teams
Full attribution
Know which campaigns produce results
Grows with you
Start simple, add complexity when ready
Replace your tool stack
At your size, the tool sprawl gets expensive fast.
What you're paying now
- Jotform or Typeform (forms) $50/mo
- Monday.com (workflow) $80/mo
- Zapier Pro (automations) $50/mo
- HubSpot Starter (CRM) $50/mo
- Total $230/mo
With ioZen
- AI-powered forms with conditional logic
- Multi-team Process Boards
- Automatic routing by department
- Full CRM with attribution tracking
- ioZen Business (20 seats) $99/mo
Save over $130/mo and cut out the integration headaches
Perfect for
Multi-department intake
Different forms route to different teams automatically
Lead scoring
Qualify and prioritize leads based on answers
Customer success
Onboarding flows that adapt to customer type
Partner applications
Collect, review, onboard partners at scale
Most growing teams start with these
What you can do in your first week
Map your highest-volume intake process
Pick the form that gets the most submissions. That's your first FlowApp.
Set up routing rules
Commercial goes to the business team, personal goes to individual agents. Automatic.
Run your first week with attribution tracking on
See which channels actually produce results. You'll have data by Friday.
Add a second department
Once the first workflow is running, roll it out to the next team.
Pro or Business, depends on your needs
Pro ($29/mo) works for most growing teams. Business ($99/mo) adds unlimited everything and compliance features.
Pro: $29/mo
- 10 FlowApps
- 5 team members
- AI routing rules
- Full attribution
Business: $99/mo
- Unlimited everything
- 20 team members
- Private/encrypted fields
- Priority support