involve.me Pricing Overview

Ease of use, flexibility of questions, excellent non-human and human assistance. Review collected by and hosted on G2.com.

I have not found anything I dislike yet. Review collected by and hosted on G2.com.

I appreciate involve.me's powerful conditional logic paired with intuitive drag-and-drop editing, which makes it simple to build personalized, multi-step surveys without any coding background. Before we switched over from Survio, all our feedback questionnaires were static forms. I once sent out a post-consultation survey where every client saw the full list of questions, regardless of the services they received. Clients who only signed up for investment management kept encountering irrelevant tax advisory questions, leading many to close the survey early. The dataset I collected was incomplete and unreliable, and leadership could not trust the results to adjust our service workflows. With involve.me, I can set up rules to hide unrelated questions automatically, which cuts down on survey fatigue and noticeably lifts completion rates. I also value the extensive customization options that allow me to match form colors, fonts, and logos to our firm’s brand identity, making surveys feel consistent and professional when shared with clients. Embedding forms into email links and our client portal is straightforward. The built-in analytics dashboard is helpful for reviewing response trends, flagging recurring complaints, and assembling concise reports for leadership. The support team is also responsive and offers clear guidance whenever I run into configuration hurdles. Instead of wasting hours cleaning up fragmented, low-quality feedback data, I can gather segmented opinions grouped by investment, tax and estate planning services. The platform's ability to deliver reliable insights lets me propose targeted operational changes to improve client satisfaction across Northwood Financial Advisors. Review collected by and hosted on G2.com.

One of my biggest frustrations is the lack of granular control over notification routing. When clients submit negative feedback, I hoped the platform could instantly alert the assigned financial advisor, but notifications can only go to fixed email addresses. Last quarter, three clients left low satisfaction scores after financial review meetings. All alerts landed solely in my inbox. I was buried under quarterly reporting tasks and failed to forward the messages promptly. Advisors only followed up several days later, leaving clients feeling overlooked. Also, the survey duplication process is unreliable for complex setups. Some branching rules often break automatically when copying an existing survey template. I duplicated our investment feedback template to create a questionnaire for tax advisory clients and skipped full testing at first. Live respondents were shown unrelated estate planning questions for nearly a week before I discovered the error. I now need to fully test every duplicated form line by line, which eats into my available time. Another issue is there's no direct integration with our Attio CRM, so I rely on Zapier as a workaround. On multiple occasions, field mapping errors prevented survey responses from syncing to client profiles. I had to manually cross-check and import missing records ahead of our monthly client experience review. These persistent limitations add repetitive manual work and raise the risk of mistakes in our feedback tracking workflow. Review collected by and hosted on G2.com.