SaaS lead generation funnels that qualify, score and follow up automatically
involve.me is the AI quiz funnel builder with built-in email automation, built for B2B software companies where every qualified lead is worth thousands of dollars. Perfect for SaaS marketing, demand gen & growth leads.
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Get inspired and make the template yours. Build quizzes, assessments, calculators, product recommendation flows, landing pages and forms from the same editor.
All you need to generate qualified software leads
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01 AI Agent
Describe your product, your pricing tiers and who buys it. The AI Agent builds the branded lead gen funnel, the scoring formulas and the outcome pages for you.
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02 Email automation
Trigger automated email sequences based on score, answers & more: high-fit accounts get your booking link, the rest stay warm until the budget clears. No separate email tool needed.
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03 Built-in CRM
Every lead lands as a contact with their score, their answers, and the seats and stack they told you about. Filter by plan interest or company size and hand the hot ones to sales.
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04 Integrations
Push qualified leads into HubSpot, Salesforce or Pipedrive with your own field mapping. 60+ integrations, plus Zapier and webhooks for anything custom.
Past the pricing page
Most buyers set their requirements before they contact a vendor. A calculator gets them talking first.
Win the long evaluation
Software gets compared for months, not days. Email sequences keep running until the budget clears.
Skip the discovery call
Seats, current stack, timeline and who signs off all arrive with the lead, scored and ready to route.
6 ways software businesses use involve.me
Six funnels software businesses use to attract buyers, compute their ROI, qualify demo requests, and automate follow-up.
Product ROI calculator
Ask the five inputs your buyers already know, then show their annual saving and payback period. Gate the result with a contact form and send every answer to your CRM.
Which plan fits selector
Replace the static tier comparison with five questions and a recommended plan. Route buyers who fit self-serve to checkout and everyone else to a booking link.
Pre-qualified demo request
Ask about seats, current tooling, timeline and budget authority before the meeting is booked. Score each answer, route high-fit accounts to sales, and nurture the rest.
Enterprise quote calculator
Turn seat counts, usage tiers and add-ons into a price range on the spot. The formula builder handles tier tables, and the submission lands with sales ready to confirm.
Vendor evaluation scorecard
Let a buying committee score its own requirements against the criteria that matter, then show where your product lands. Useful while several vendors sit on the shortlist.
Trial signup qualification
Ask new trial users what they are trying to solve, how large the team is and which tools they are replacing. Segment them on the way in and surface the product qualified leads worth a sales call.
The SaaS lead generation library
SaaS lead generation FAQ
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Most B2B buyers set their requirements before they contact a vendor, so a "Contact sales" button only catches the ones who already decided. An interactive funnel gives everyone else a reason to answer: an ROI calculator, a plan finder or a pre-qualified demo request that computes something useful and stores every answer as a scored contact.
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A short interactive flow that sits where a static page used to be. The visitor answers five to eight questions about their team, their current tooling and their volume, gets a personalized result, and leaves their contact details to see it. The answers become contact properties, the score decides the routing, and the record syncs to your CRM.
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Yes. Describe your product and how you price it to the AI Agent and it builds the funnel, the formulas and the outcome pages. The formula builder handles tier tables and usage-based pricing, so pricing changes go live without a deploy and marketing owns the whole thing.
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Yes. HubSpot syncs contacts and deal properties, Salesforce writes leads and contacts with custom fields, and Pipedrive creates deals. Hidden fields carry UTM parameters and gclid into the record, and webhooks or Zapier cover anything without a native connector.
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OTP verification by email blocks fake addresses at the form, and disposable and personal email domains are rejected outright. Scoring handles the rest: a submission that misses the threshold never reaches sales, it goes into an email sequence instead.