Built-in CRM for your funnel

Manage contacts from a single place. Every contact includes answers, scores, and a full timeline, so you can filter, segment, and follow up without a separate CRM or email platform.

Get started for free

Rated highly on

A CRM built into the funnel, not bolted on.

Most quiz builders stop at the capture and hand the lead to a CRM you pay for separately. involve.me keeps the funnel and the contact database together, so every lead moves through three stages automatically.

Captured as a contact

Every submission creates a contact with its answers, score, and outcome attached. A timeline then logs everything they do next.

Qualified and segmented

Funnel data maps onto contact properties, and dynamic segments group leads by fit and intent. Segments update themselves as leads qualify.

Followed up automatically

Email sequences run straight off your segments and properties. The right leads hear from you automatically, with no manual sending.

Every contact, with the full story

Open any contact to see standard details like name and email, your custom properties, tags, and a complete Timeline of everything they have done.

Timeline logs funnel starts, submissions, and payments
Every email sent, opened, and clicked, on the record
Integration syncs and unsubscribes tracked automatically

Your contact data stays yours

Every contact lives in a platform that is SOC 2 Type II audited and GDPR-compliant, with configurable data retention on each funnel. Customer data is handled to the standards regulated industries expect.

Turn funnel answers into contact data

Map any field a funnel collects to a contact property. When a participant submits, the values save straight onto their contact record.

Map answers, scores, outcomes, and hidden fields to properties
Save properties as text, numbers, dates, or yes/no values
Create new properties as you go, no separate setup step

CRM + email sequences, wired together

Your email sequences run on the same contact data, then branch on it. A contact's properties, tags, and segment decide which path they take and which emails they get.

Trigger email sequences from segments and properties
Update Contact action edits properties as a workflow runs
Every send lands back on the contact Timeline

See how the email sequences work →

Filter and segment on every signal

Build a view from any combination of filters, then save it as a segment. Segments update automatically as contacts meet or stop meeting the conditions.

Submitted in funnel

Filter by which funnel a contact completed.

Tag

Filter by any tag applied to a contact.

Date added

Filter by when a contact was created.

Date updated

Filter by when a contact was last updated.

Contact property

Filter on any custom property: text, number, true or false, or date.

Email engagement

Filter by 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, and choose which properties show as columns.

Customize columns to show the properties that matter to you
Select contacts to tag, untag, or remove in bulk
Import an existing list from CSV, or paste up to 1,000 contacts

A few ways to put your contacts 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.

Build a segmented lead database

Turn assessment and quiz answers into properties, then group contacts into dynamic segments you can email or sync at any time.

Track product-recommendation leads

Save each shopper's preferences and recommended product as properties, then follow up based on what they were shown.

Keep your CRM clean automatically

OTP verification blocks junk at capture, and two-way sync keeps every record consistent across your stack.