Capture Leads. Sort Them by Your Rules. Follow Up Automatically.
involve.me is the lead capture, CRM and email workflow automation platform. Capture and qualify leads with quote calculators, assessments, product finders and intake forms. Every lead lands in the free CRM with its answers, history and pipeline stage. Email workflows then follow up based on those answers.
- Free CRM with no contact limits.
- Email workflows on paid plans.
Built for businesses where every qualified lead is worth hundreds or thousands of dollars.
Lead capture, qualification, CRM and email follow-up in one platform.
Quote calculators, assessments and product finders that qualify every lead
Score answers, branch with logic jumps and calculate prices with the formula builder, VLOOKUP and nested conditionals included. Outcome pages show each lead's result as charts, gauges and graphs. Publish as a landing page or a website widget.
Learn more about lead qualification
A free CRM with contact records, segments and a pipeline board
Every lead becomes a contact record with mapped properties, scores, and answers. Filter, tag, and create custom dynamic segments, move contacts through your own stages on the pipeline board and assign them to teammates. Free on every plan, with no contact limits.
Learn more about the CRM
Email workflows that branch on what each lead does
Personalized email sequences branch on answers, scores, outcomes, opens, and clicks. No separate email tool required.
Learn more about automated emails
Chat with the AI Agent to build and edit complete funnels in seconds
Tell the AI Agent what to collect and it builds the funnel: step flow, fields, conditional logic, copy, and design. Refine any part with a follow-up prompt. AI also drafts the email sequence from a prompt.
Learn more about the AI Agent
Create and manage funnels from AI assistants such as ChatGPT and Claude
Connect involve.me to the AI assistant you already work in. Ask it to create a funnel, change it, publish it or report on how it performs.
Connect ChatGPT, Claude & more
Collect payments securely without leaving the funnel
Take subscriptions or single charges directly inside the funnel with native Stripe, PayPal, and Square integrations. Trigger email sequences on payment events.
Build it with AI, set your rules, keep improving. You stay in the driver's seat.
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01 Create & Publish
Describe the quote calculator, assessment or product finder you need and the AI Agent builds it: questions, logic, copy and design. Prompt it from ChatGPT or Claude through the connector, or in the editor, and refine any part with a follow-up prompt. Then embed on any website, trigger as pop-ups, or publish as standalone landing pages on your custom domain, SSL included.
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02 Qualify & Follow Up
Set the scores that mark a good lead, and sort contacts into segments and pipeline stages in the free CRM. Then generate the whole email automation from a prompt: select a trigger (eg. submission or payment), and AI builds the branches and the email sequence.
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03 Analyze & Optimize
Track funnel and email performance in the built-in dashboards. AI Insights surface what's working and where leads drop off. Run A/B tests on questions, scoring, and designs to keep improving.
Customer love
What customers say about involve.me
We use involve.me for everything (from recruiting to collecting NPS feedback). Our quiz-based lead scoring cut our sales cycle by 40%.
involve.me is a quick, simple hack that makes our HubSpot work smarter. We’re able to process leads 4 times faster.
All-in-one
One subscription instead of a form tool, a CRM and an email tool
A form or calculator tool captures the lead. A CRM stores it. An email tool follows up, and Zapier connects the three. involve.me does all of that in one subscription. Pick what you pay for today.
Send qualified lead data to the tools you already use
See what it looks like in your industry
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Quote calculators and coverage finders. Ask about the vehicle, the driver and the cover, show an estimate on the outcome page and pass every answer to the CRM. See involve.me for insurance.
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Retirement and risk-profile assessments. Score savings, timeline and risk appetite, show the result as a gauge and invite the prospects who fit to a review call. See involve.me for financial advisors.
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Savings calculators and eligibility funnels. Turn roof size and the monthly bill into a savings estimate, then follow up by email until the homeowner books a site visit. See involve.me for solar.
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Product configurators and quote request calculators. Buyers pick quantity and options, see a price and send a request that reaches sales with every detail. See involve.me for manufacturing.
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ROI calculators and demo-request funnels. Buyers enter their own numbers and see the return. High-fit accounts go straight to a demo request. See involve.me for B2B software.
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IT services, home improvement and custom products, health and wellness, real estate, legal and more. The same three steps apply: capture, sort, follow up.
See what it looks like in your industry
Insurance
Quote calculators and coverage finders. Ask about the vehicle, the driver and the cover, show an estimate on the outcome page and pass every answer to the CRM. See involve.me for insurance.
Financial advisors
Retirement and risk-profile assessments. Score savings, timeline and risk appetite, show the result as a gauge and invite the prospects who fit to a review call. See involve.me for financial advisors.
Solar
Savings calculators and eligibility funnels. Turn roof size and the monthly bill into a savings estimate, then follow up by email until the homeowner books a site visit. See involve.me for solar.
Manufacturing
Product configurators and quote request calculators. Buyers pick quantity and options, see a price and send a request that reaches sales with every detail. See involve.me for manufacturing.
B2B software
ROI calculators and demo-request funnels. Buyers enter their own numbers and see the return. High-fit accounts go straight to a demo request. See involve.me for B2B software.
More industries
IT services, home improvement and custom products, health and wellness, real estate, legal and more. The same three steps apply: capture, sort, follow up.
Or start from a format: Quote calculators · Assessments · Product finders · Forms · Quizzes
Trusted by thousands of businesses
SOC 2® Type II audited and GDPR-compliant by design
FAQs about involve.me
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involve.me is the lead capture, CRM and email workflow automation platform. Built for high-ticket service businesses and high-consideration product businesses, where every qualified lead is worth hundreds or thousands of dollars. Use it to create quote calculators, assessments, product finders, quizzes, landing pages, and forms. You can capture leads, qualify them with scores and logic, and segment them by fit or intent. Every lead lands in the free CRM with its answers and scores. Email workflows then follow up automatically based on answers, outcome, score, variables, and contact data. Everything runs inside one subscription, without stitching together a separate form tool, CRM and email automation tool.
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Unlike form and quiz tools that capture a lead and hand it off, involve.me captures, qualifies and follows up with every lead in one platform, with its own free CRM. Leads become contacts in the CRM with mapped properties, tags, and dynamic segments, then enter email sequence workflows that branch based on answers, scores, outcomes, variables, contact data, segments, opens, and clicks. Nothing needs wiring together: no developer, no API work, and no sync that quietly breaks and leaves a lead sitting in one tool while the follow-up runs in another. One subscription replaces a separate form tool, CRM and email automation tool, for less than you'd pay for all three separately.
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Businesses selling high-value products or services that need to capture, qualify, and follow up with leads before purchase. This includes high-ticket service businesses (insurance, financial advisors, solar, IT services) and high-consideration product businesses (manufacturing, B2B software, home improvement and custom products, health and wellness).
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Yes. The CRM is free on every plan, with no contact limits. Every lead lands there with its answers, scores and timeline, and you move contacts through your own stages on the pipeline board. (Email workflows are on paid plans.)
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No. involve.me has its own free CRM, and it also sends every lead to the tools you already use through 60+ integrations, including HubSpot, Salesforce, ActiveCampaign and Mailchimp.
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Quote calculators, assessments, product finders, quizzes, landing pages, and forms. Common examples: lead qualification quizzes, discovery assessments, ROI and pricing calculators, product finders, appointment booking funnels, and multi-step intake forms. Every funnel can combine these elements in a single flow with scoring, conditional logic, and personalized outcome pages built in. On paid plans, every submission triggers personalized email sequences based on answers, scores, and outcomes.
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Yes. Describe what you need and the AI Agent builds the funnel: questions, logic, copy and design. AI in the formula builder writes the calculator formulas. Change anything in the drag-and-drop editor, or start from a template.
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Yes. Connect involve.me to AI assistants such as ChatGPT and Claude to create and manage funnels from a chat.
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involve.me offers 60+ integrations, including HubSpot, Salesforce, Klaviyo, ActiveCampaign, Mailchimp, Pipedrive and Brevo, payments (Stripe, PayPal, Square), 5 tracking pixels, Zapier and webhooks. Together they connect qualified lead data, payment events, and funnel activity to the rest of the marketing stack.
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The Free plan costs $0: 2 live funnels and 50 submissions a month. Funnels on Free collect up to 25 new contacts a month, and the free CRM stores contacts without limits. Paid plans start at $29/month billed annually ($49 billed monthly) and scale with live funnels, team size and features. They add email workflows, AI credits for the AI Agent, calculators, conditional logic and integrations (the number of integrations depends on the plan).
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AI can build a quiz, form or calculator in an afternoon, and involve.me's AI Agent does that too. The hard part is everything behind it: a secure database for your leads, a CRM that keeps each contact's answers and score, email sequences that land in the inbox, integrations that keep working, and security updates that never stop. involve.me is the lead capture, CRM and email workflow automation platform. Our team runs and maintains all of it for you. It's SOC 2 Type II audited and GDPR-compliant. We explain the risks of vibe coding in detail, with sources.