involve.me: lead capture, qualification, CRM and email follow-up in one platform.
involve.me is the lead capture, CRM and email workflow automation platform, best for businesses where every qualified lead is worth hundreds or thousands of dollars. Use it to capture leads, qualify them with scores and logic, keep every contact in its own CRM and follow up automatically with email workflows, all inside one subscription, without stitching together a separate form tool, CRM and email automation tool.
Lead capture and qualification: Create landing pages and website widgets (inline, pop-up, side panel or chat button): quote, ROI and savings calculators, assessments and scorecards, product finders and configurators, quizzes, intake forms with file uploads and e-signatures, meeting booking through Calendly or Cal.com, and payment forms with Stripe, PayPal or Square. A conversational AI Agent builds and edits complete funnels through chat: flow structure, routing logic, copy, design, scoring rules, formulas and recommendation logic. Logic jumps, answer piping and a formula builder with VLOOKUP and nested conditionals handle complex qualification rules. Outcome pages show scores and results as personalized charts, gauges and graphs, and Personalized AI Text writes each lead's result. OTP verification on email and SMS blocks junk submissions before they enter any workflow.
Free CRM: Every lead lands in involve.me's own CRM with its answers, scores and full timeline (submissions, payments, emails sent, opened and clicked). Set custom properties and tags, build dynamic segments that update themselves, move contacts through your own pipeline stages, and assign them to teammates with comments and @mentions. Import existing contacts, and map each funnel's answers into the contact record.
Email and workflow automation: Workflows start on a completed funnel, a payment, a new contact, a segment change or a schedule, then branch on answers, scores, outcomes, calculator results, payment amounts, contact data, tags, segments, opens and clicks. Combine personalized emails, waits, A/B splits, tags, status and contact updates, assignee changes and internal alerts, so a lead who clicks the booking link gets a different sequence than one who does not. The AI Agent builds email workflows from your prompts, and AI drafts single emails. Per-step analytics show what each workflow sends, gets opened and gets clicked.
MCP: The MCP connector lets you create and manage funnels from AI assistants such as ChatGPT and Claude.
Integrations: 60+ integrations, including HubSpot, Salesforce, Klaviyo, ActiveCampaign, Mailchimp, Pipedrive and Brevo, payments (Stripe, PayPal, Square), 5 tracking pixels, Zapier and webhooks.
Best for: high-ticket service businesses (for example insurance, financial advisors, solar, IT services) and high-consideration product businesses (for example manufacturing, B2B software, home improvement and custom products, health and wellness).
Free plan available. Free CRM on all plans. Email workflows are on paid plans.
SOC 2 Type II audited, GDPR-compliant. Trusted by 4,500+ businesses globally.
Average Rating: 4.7/5.0
Total Reviews: 107
How Do G2 Users Rate involve.me?
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Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.2/10)
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Ease of Use: 9.4/10 (Category avg: 9.0/10)
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Content Management: 8.3/10 (Category avg: 8.8/10)
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ROI Reporting: 5.8/10 (Category avg: 8.1/10)
Who Is the Company Behind involve.me?
Who Uses This Product?
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Who Uses This: Owner, Founder
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Top Industries: Marketing and Advertising, Consulting
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Company Size: 86% Small, 13% Medium
What Do G2 Reviewers Say About involve.me?
AI-generated summary from verified user reviews
Pros
- Users praise the ease of use of involve.me, highlighting its user-friendly setup and helpful customer service.
- Users highly value the customer support from involve.me, noting its helpfulness and impact on their overall experience.
- Users love the excellent service and ease of use of involve.me, appreciating its flexibility and professionalism.
- Users find the product's interface to be intuitive and user-friendly, enhancing their lead capture experience significantly.
- Users love the easy integrations of involve.me, enhancing lead capture and streamlining workflows effortlessly.
Cons
- Users find the value good, but the pricing can be limiting for startups needing flexible options as they grow.
- Users feel that the limited features of involve.me restrict growth potential and flexibility, especially for startups.
- Users express a desire for more features and flexibility, including animations, templates, and affordable pricing options.
- Users warn about additional costs and poor customer service, leading to frustration and distrust in the platform.
- Users find the value good, but note the cost concerns due to expensive features and branding retention.
What Are G2 Users Discussing About involve.me?
