Most quiz builders stop at the capture. They collect a lead, then hand it to a CRM you pay for separately and an email tool you wire up on the side. involve.me keeps the funnel and the contact database together. Every lead your funnels capture becomes a contact in a built-in CRM, and the follow-up runs on the same records. You get contact management and email automation in one app, with no separate CRM or email platform to buy and connect.
A CRM Built into the Funnel
Because the funnel and the contact database live in the same place, every lead moves through three stages on its own:
Captured as a contact. Every submission creates a contact with its answers, score, and outcome attached, and a timeline starts logging everything they do next.
Qualified and segmented. Funnel data maps onto contact properties, and dynamic segments group leads by fit and intent. The segments update themselves as leads qualify.
Followed up automatically. Email sequences run straight off those segments and properties, so the right leads hear from you without any manual sending.
Every stage happens inside involve.me, on the same contact record.
Every Contact, with the Full Story
Open any contact and you see the whole picture: standard details like name and email, your custom properties, the tags you have applied, and a complete timeline of everything the contact has done.
The timeline logs funnel starts, submissions, and payments.
Every email sent, opened, and clicked lands on the record.
Unsubscribes and other activity are tracked automatically.
Turn Funnel Answers into Contact Data
The CRM fills itself from your funnels. Map any field a funnel collects to a contact property, and when a participant submits, the values save straight onto their contact record.
Map answers, scores, outcomes, and hidden fields to properties.
Save each property as text, a number, a date, or a yes/no value.
Create new properties as you go, with no separate setup step.
Import Your Existing Contacts
You are not limited to new submissions. Bring an existing list into the same CRM with a CSV upload, or paste up to 1,000 contacts at once:
Upload or paste. Drop in a CSV file or paste rows directly, up to 1,000 at a time.
Map each column. Match every column to a native field or one of your custom properties.
Map email. One column has to map to email, the identifier for every contact.
Skip what you do not want. Set any column to the dash option to leave it out.
Filter and Segment on Every Signal
Build a view from any combination of filters, then save it as a segment. A segment re-checks each contact as they submit or their data changes, adding or removing them automatically, so it is always current with no manual refresh. You can filter on:
Submitted in funnel: which funnel a contact completed.
Tag: any tag applied to a contact.
Date added: when a contact was created.
Date updated: when a contact was last updated.
Contact property: any custom property, whether text, number, date, or true/false.
Email engagement: opened, clicked, did not open, or did not click.
Work Your Whole Contact List in One Place
The Contacts area holds everyone who has come through your funnels. Filter it, sort it, choose which properties show as columns, then act on the results in bulk. For a step-by-step walkthrough, see how to manage your contacts.
Customize columns to show the properties that matter to you, in the order you want.
Select all matching contacts, not just the current page, to tag, untag, or remove them in bulk.
Your table layout is saved in your browser for next time.
CRM and Email Automation, Wired Together
This is where having both in one app pays off. Your email automation runs on the same contact data, then branches on it. A contact's properties, tags, and segment decide which path they take and which emails they get.
Trigger a sequence from a segment or property, a completed submission, a payment, or a new contact.
The Update Contact action edits a contact's properties while the workflow runs, so the record stays current.
Every send lands back on the contact timeline, next to opens and clicks.
Because the automation reads and writes the same records, you nurture leads with email sequences without running a separate email platform alongside your CRM. See how the email sequences work.
Your Contact Data Stays Yours
Because the CRM holds real customer data, it runs on a platform built for it. involve.me is SOC 2 Type II audited and GDPR-compliant, with data retention you can configure on each funnel. Customer data is handled to the standard that regulated industries expect, which matters when every qualified lead is worth hundreds or thousands of dollars.
A Few Ways to Put Your Built-in CRM to Work
Same CRM, different plays for different businesses:
Qualify and route high-ticket leads. Score inbound leads in the funnel, segment by fit, and send the best ones into a booking sequence while the rest keep getting nurtured with email sequences.
Build a segmented lead database. Turn assessment and quiz answers into properties, then group contacts into dynamic segments you can email at any time.
Track product-recommendation leads. Save each shopper's preferences and recommended product as properties on a product recommendation quiz, then follow up based on what they were shown.
Keep your contact list clean. OTP verification blocks junk at capture, so your CRM fills with real, reachable contacts.
Everything a Lead Needs, in One App
The built-in CRM is what lets involve.me carry a lead the whole way. The funnel captures and qualifies, the CRM organizes and segments, and email automation follows up, all on one record and inside one app. There is no separate CRM to pay for and no email platform to wire in. Build a lead-generation quiz or start from a funnel template, and every submission lands in a CRM that is already set up to follow up.
FAQs
-
It is the contact database inside involve.me. Every lead your funnels capture becomes a contact with its answers, score, outcome, custom properties, tags, and a full activity timeline. You filter and segment those contacts, then follow up with built-in email automation, all in the same app.
-
Yes. involve.me includes a built-in CRM. Every submission creates a contact with its own timeline, custom properties, tags, filters, and dynamic segments, and the email automation runs directly off those records.
-
No. The CRM and email automation are built into involve.me. Contacts, custom properties, tags, dynamic segments, and the email sequences that follow up all live in the same app, so you can run capture, qualification, and follow-up without buying or wiring up a separate CRM or email platform.
-
Every funnel submission creates a contact with its answers, score, and outcome attached. You can also import an existing list by CSV or paste, and a new contact can start an email workflow through the Contact Created trigger.
-
Yes. Upload a CSV or paste up to 1,000 contacts at once, then map each column to a native field or a custom property. One column maps to email, and any column you set to the dash option is left out.
-
A dynamic segment is a saved view built from filters, such as funnel completed, tag, contact property, or email engagement. It updates itself as contacts start or stop meeting the conditions, so the segment is always current and ready to email.
-
The email automation reads and writes the same contact records. A contact's properties, tags, and segment decide which path they take and which emails they get, the Update Contact action edits properties as the workflow runs, and every send lands back on the contact timeline.
-
Contacts live in a platform that is SOC 2 Type II audited and GDPR-compliant, with data retention you can configure on each funnel, so customer data is handled to the standard regulated industries expect.
