Qualify every lead inside the funnel
Score answers, branch logic, run formulas, and verify contacts in real time. Unlike quiz builders that only capture leads, involve.me qualifies and segments them before follow-up.
Score every answer as it comes in
Assign points to any answer and let the score build as a respondent moves through the funnel. Score-based outcomes then decide which result page each lead sees.
Assign points to any answer, on any question
Score-based outcomes show a different page per band
Route high scorers to a booking, the rest to an email sequence
Build qualification logic most builders can't
A full formula engine turns raw answers into qualification scores, price quotes, and recommendations. AI Formula Generation writes the logic from a plain description.
VLOOKUP pulls values from your own data tables
Nested IF, AND, and OR handle multi-variable scoring
Reusable global formulas apply across the whole funnel
Personalize each respondent's path
Every answer can change what a respondent sees next, so the funnel qualifies harder the further someone gets into it.
Logic jumps route each answer to a different page
Conditional logic shows or hides elements per response
Answer piping pulls earlier answers into later steps
Every signal you can qualify on
Qualification is not limited to a single field. Grade leads on anything the funnel collects, then filter and segment on the same data.
Answers
Grade any answer across every question.
Scores
Add points as respondents move through.
Formula results
Turn inputs into custom qualification values.
Outcomes
Sort leads by the result page they reach.
Hidden fields
Qualify on UTM and attribution data too.
Contact properties
Filter on any property saved to a contact.
Only real, verified leads get through
OTP verification confirms each contact before they enter any workflow, so junk never dilutes your pipeline or your qualification data.
One-time codes verify email and SMS
Disposable and free-mail addresses get blocked
Phone numbers are validated at capture
Save leads in a built-in CRM and follow up
Once a lead qualifies, it becomes a contact in involve.me's built-in CRM, with its score, answers, and segment on the record, then enters the email sequence that matches. No separate CRM needed.
Built-in CRM that stores every qualified lead
Email sequences branch on score, outcome, and segment
Native integrations with 55+ tools & two-way sync with Hubspot
A few ways businesses qualify leads
Same qualification engine, different plays for different businesses
Qualify and route high-ticket leads
Score inbound leads in the funnel, then send the best ones straight into a booking sequence.
Segment expert-led assessments
Turn assessment scores into segments that route each prospect toward the right offer or call.
Grade product leads
Capture preferences, recommend the right product, and follow up based on fit and intent.
Qualify on budget with a calculator
Let a calculator score leads on budget or ROI, then route them by the result.
Score leads by source
Pull UTM and attribution into the score, so qualification reflects where leads came from.
Keep your pipeline clean
OTP verification and validation block junk before it ever qualifies.
SOC 2 Type 2 audited and GDPR-compliant by design
Lead qualification FAQ
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Lead qualification is scoring and sorting incoming leads by fit and buying intent. In involve.me it happens inside the funnel: each answer feeds a score, and the funnel routes every respondent based on the result.
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Assign points to any answer, then use logic jumps, conditional logic, and a formula engine to grade each respondent as they move through. Score-based outcomes and segments decide where every lead goes next.
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Yes. The formula engine supports VLOOKUP against your own data tables, nested IF, AND, and OR conditions, and reusable global formulas for multi-variable scoring. AI Formula Generation writes the logic from a plain description.
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OTP verification on email and SMS confirms each contact before they enter any workflow. Disposable and free-mail addresses are blocked and phone numbers are validated at capture, so only real leads qualify.
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Every qualified lead becomes a contact in involve.me's built-in CRM, with its score, answers, and segment on the record, then enters the automated email sequence that matches. involve.me also offers 55+ native integrations, so you can send your leads to the apps you already use.
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Most quiz builders capture a lead and hand it off unqualified. involve.me scores, verifies, and segments each one inside the funnel, then follows up with email sequences, all in one subscription.