involve.me

involve.me is the platform that bundles an AI CRM, lead capture and qualification through quote calculators, assessments and product finders, and email and workflow automation, so every lead is captured, qualified and followed up in one place. Capture and qualify leads: create landing pages and website widgets such as quote, ROI and savings calculators, assessments, scorecards and quizzes, product finders and configurators, intake forms with e-signatures, meeting booking through Calendly or Cal.com, and Stripe, PayPal or Square payment forms. Scoring, logic jumps and a formula engine qualify each lead, outcome pages show personalized charts and gauges, and OTP verification blocks junk submissions. Start from 250+ templates or a brief and finish with the AI Agent in the editor. Publish funnels and track results from Claude. Keep every contact in the AI CRM: find, add and update contacts, set custom properties and tags, build dynamic segments, move contacts through your own pipeline stages and assign them to teammates. Follow up with workflows: build a follow-up workflow, review it and switch it on. Trigger it on a completed funnel, a payment, a new contact, a segment change or a schedule. Branch on answers, scores, outcomes, payments, contact data, tags, segments, opens and clicks. Combine personalized emails, waits, A/B splits, tags, status updates and internal alerts in up to 100 steps, for an email sequence for new leads or a quote follow-up that moves contacts from stage to stage. Also from Claude: update funnels, create workspaces and invite teammates. Contacts and workflows stay in involve.me. Leads also go to HubSpot, Salesforce and 50+ other tools, plus Zapier and webhooks. Built for businesses that sell high-value or complex services and products and need to qualify leads before a sale, and for any business that needs a CRM with email and workflow automation in one place. SOC 2 Type II audited, GDPR-compliant. Requires an involve.me account.