involve.me

involve.me brings lead capture, qualification, an AI CRM and email workflow automation together, so every lead is captured, qualified and followed up in one place.

Capture and qualify leads: create quote, ROI and savings calculators, assessments, quizzes, product finders and intake forms as landing pages or website widgets. Use scoring, logic jumps and personalized outcomes. Start from 250+ templates or a brief, then finish questions, scoring and design with the AI Agent in the involve.me editor.

Manage your pipeline in involve.me: every lead lands in the CRM with its answers, scores and timeline. Update contacts, set properties and tags, and build dynamic segments. Organize contacts on kanban boards, drag them between stages and assign them to teammates. Create boards grouped by status or another single-select property.

Follow up with workflows in involve.me: trigger follow-ups from funnel completions, new contacts, segment changes or a schedule. Branch on answers, scores, contact data and email engagement. Combine personalized emails, waits, A/B splits, tags, status updates and internal alerts in up to 100 steps.

From Claude: find templates, create funnel drafts or duplicate existing funnels, open editor links, rename and organize funnels, publish after confirmation, and report on funnel and organization-wide performance. Manage organizations, workspaces and team access. Read existing account billing, included features, usage and invoices, subject to permissions; billing is read-only. CRM contacts, kanban boards and workflows are managed in involve.me.

Connect leads to HubSpot, Salesforce and 50+ other tools, plus Zapier and webhooks.

Built for businesses that qualify leads before a sale. Requires an involve.me account; account limits and permissions apply. SOC 2 Type II audited and GDPR-compliant.