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involve.me

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(107)4.7/5

involve.me is the AI quiz funnel builder with built-in CRM and email automation, best for businesses where every qualified lead is worth hundreds or thousands of dollars. Use it to create quizzes, assessments, calculators, product recommendation flows, landing pages, and intake forms that capture leads, qualify them with scores and logic, segment them by fit or intent, and automatically send personalized email sequences based on each respondent's answers, outcome, score, variables, and contact data, all inside one subscription, without stitching together a separate quiz builder, CRM, and email automation tool. What makes involve.me different: \* AI Agent: A conversational AI Agent generates and edits complete funnels through chat. From a single prompt or an ongoing conversation, it builds flow structure, routing logic, copy, design, scoring rules, formulas, recommendation logic, and full page layouts using pre-built components for secure customer data collection. The Agent can also tweak existing funnels on request: rebuild a single page, adjust scoring, redesign the look, rewrite copy, or change calculator logic. Personalized AI Text writes unique outcome copy for every respondent, so each lead reads a result tailored to their answers. \* Advanced lead qualification: Logic jumps and answer piping personalize each respondent's path through the funnel based on their answers. For complex logic, a formula builder with VLOOKUP, nested conditionals, and multi-variable scoring handles sophisticated qualification rules and powers custom calculators. Lead scoring then routes every respondent toward the right next step, from a consultation booking to a product recommendation. Results come to life on outcome pages, where scores and assessments display as personalized visualizations like charts, gauges, and graphs tailored to each respondent's answers. And to keep the funnel clean, OTP verification on email and SMS blocks junk submissions before they enter any workflow. \* Built-in CRM: Every lead becomes a contact in involve.me's own CRM, no separate CRM required. Each contact gets an individual timeline showing their full activity history, plus custom properties, tagging, custom filters, and dynamic segments that update automatically as contacts meet conditions. Per-funnel property mapping lets each quiz write data into the contact record on its own schema. \* Built-in email automation: Unlike quiz builders that only capture a lead and hand it off, involve.me connects the quiz funnel directly to the follow-up journey. Contacts enter email sequence workflows that branch based on answers, scores, outcomes, variables, contact data, segments, opens, and clicks. A visual workflow builder handles delays, branching, and personalization using any funnel data in the email body. AI generates entire email sequences and individual email copy. Open and click tracking feeds back into workflow conditions, so a lead who clicks the booking link gets a different email sequence than one who does not. \* Integrations: 55+ native data integrations, including HubSpot, Salesforce, ActiveCampaign, Brevo, Mailchimp, Klaviyo, Pipedrive, Google Sheets, and most major CRMs and marketing tools. 3 native payment integrations and 5 native tracking integrations. Zapier and webhooks connect qualified lead data, payment events, and funnel activity to the rest of the marketing stack. Who is involve.me best for: High-ticket service businesses (financial advisors, insurance brokers, legal services, real estate, mortgage, solar, med spas, education providers), expert-led businesses (coaches, consultants, advisors, course creators, assessment-based experts), and high-consideration product businesses (skincare, wellness, furniture, mattresses, B2B software, custom products). Free plan available. Paid plans from $29/month. SOC 2 Type 2 audited, GDPR-compliant. Trusted by 4,500+ businesses globally.

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### 83.0

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# What is involve.me used for?
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What is involve.me used for?

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## Top Contributors in involve.me

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 ![David M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "David M.")
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### [David M.](https://www.g2.com/users/3b7ba289-7589-4449-b4c1-dda7f908bf80 "David M.")

Lead Developer & Founder

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 ![thomas L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "thomas L.")
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### [thomas L.](https://www.g2.com/users/444086dc-329e-4423-842f-a05b5eb1719f "thomas L.")

M

1 pt