involve.me
No-Code AIUpdated October 18, 2026
AI-assisted no-code builder for quizzes, forms, calculators and lead funnels, with built-in CRM, lead scoring and automated email follow-ups.
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What is involve.me?
This is a no-code funnel builder for interactive lead capture: scored quizzes, multi-step forms, price and ROI calculators, assessments, product finders and landing pages. A conversational AI Agent drafts the whole funnel from a prompt, including questions, scoring logic, outcome pages and design pulled from your website URL, and you refine it by chat or in the drag-and-drop editor. On paid plans every submission becomes a contact in a built-in CRM and can trigger email sequences that branch on answers, scores and clicks, so a quiz tool, a light CRM and an email tool sit in one subscription. The weak spot is plan gating: tag tracking, A/B tests, OTP verification and webhooks sit on higher tiers, and reviewers say entry plans feel thin. It suits coaches, consultants and high-ticket service businesses that need to qualify leads before a sales call.
How to start using involve.me?
Register for free at app.involve.me; no credit card is needed for the Free plan. During onboarding you answer a short survey, and the dashboard then offers three ways to begin: Start from scratch, Create with AI and Choose a template. If you sign up with a business email, the website field is prefilled with your domain, which lets the AI grab your logo, colors and business details so the first draft already looks like your brand.
For a first real scenario, pick Create with AI and describe one concrete funnel, for example a five-question quiz that scores a visitor’s readiness for financial advice and sends high scorers to a booking page. The generator builds pages, copy, design, calculations and outcome logic in one pass. Before anything else, check the funnel type: Thank You Page, Answer-Based Outcomes or Score-Based Outcomes. You can switch it while the funnel is a draft, but it locks once published, and the only way to change it later is to duplicate the funnel.
Most of your time goes into the editor. The top navigation has Edit, Connect, Settings, Share and Responses, with a preview icon and the Publish button on the right. The AI Agent sits inside the editor and takes requests like “add a question about budget” or “rewrite the outcome page for low scorers.” You can choose its effort level, from Light and Balanced up to Smart, Advanced and Max; heavier levels burn more AI credits, and the Free plan only gets Light and Balanced. Bulk Create Questions and the AI formula builder handle long question lists and calculator math.
Before going live, click through the preview on desktop and mobile, fill in a few test submissions and confirm they land in Responses with the right score. Then publish as a standalone page, an embed or a pop-up, and wire up the destination in Connect, whether that is Mailchimp, HubSpot or a Google Sheet. If you have collected live responses, note that the Agent may limit some edits on published funnels to protect existing data.
Settle the funnel type and scoring model on paper first, because those are the two things that are painful to change after launch.
Who is it for?
Coaches and consultants
Your discovery calls are full of people who are not a fit. A scored assessment asks the qualifying questions up front, shows a personalized result page and routes only strong leads to your calendar. The rest drop into an email sequence instead of your schedule.
Financial advisors and insurance brokers
You need intake data before a first meeting, and generic forms get abandoned halfway. Multi-step forms with conditional logic skip irrelevant questions, and OTP verification on higher plans blocks fake emails and phone numbers. Your advisors open each conversation with context.
Solar, home services and B2B sales teams
Prospects want a ballpark price before they talk to anyone. The formula builder supports VLOOKUP-style lookups and nested conditions, so a quote calculator can produce a real estimate while capturing contact details. Sales gets a lead that already knows the price range.
E-commerce brands with considered products
Shoppers stall when they face a long catalog of similar skincare products or mattresses. A product finder quiz narrows the choice, tags the contact by preference and can send a tailored follow-up. You gain zero-party data along with the sale.
Marketing teams and agencies
Each campaign needs its own landing page and lead magnet, and developers are booked. Templates, workspaces per client and native connectors to CRMs and ESPs let marketers launch a funnel in an afternoon. A/B testing on the Scale plan shows which questions and outcomes convert.
HR and recruiting teams
Screening applicants by hand eats hours. A recruitment funnel scores candidates on their answers and sends them to different outcome pages based on fit, so recruiters review a pre-sorted list.
involve.me pricing
Pricing is tiered by the number of live funnels, included users and monthly AI credits, with more features added at each step up. Yearly billing is significantly cheaper and doubles your monthly AI credits. All prices are net, and EU VAT is added on top. A 14-day trial of any paid plan needs billing details and converts automatically unless you cancel, and the company says it generally does not refund a subscription period once it has started.
Up to 50 submissions or 500 visits per month, and the AI Agent with Light and Balanced effort levels. Paid features can be tested on unpublished drafts. If you hit the monthly limit and do not upgrade, your funnels lock until the next calendar month. Free users can buy one-off AI credits at $0.05 each, with a 500-credit minimum.
3 live funnels, 1 user, and 50 AI credits per month (100 on yearly billing). Includes AI funnel creation, lead scoring, email automation, the built-in CRM and 30+ integrations. The involve.me watermark stays, and there is no custom domain.
5 live funnels, 2 users, and 100 AI credits per month (200 yearly). Adds branding removal, 1 custom domain, UTM and hidden-field passing, Google Tag Manager, and connectors such as HubSpot and Klaviyo. Extra seats cost $10 per user per month.
25 live funnels, 5 users, and 300 AI credits per month (600 yearly). Adds A/B testing, OTP email and SMS verification, partial submission tracking, custom CSS, detailed analytics, 3 custom domains, Salesforce and webhooks.
Custom limits, users and AI credits, plus single sign-on, security assessments, SOC 2 Type 2 reports and dedicated onboarding.
involve.me key features
The AI Agent generates a complete funnel from a prompt, covering flow, questions, scoring rules, formulas, outcome pages and design, and can read your website for branding. After that you keep editing by chat: add pages, swap images, move elements between pages or rewrite copy. It can also search the web for public details when it writes content from scratch.
Lead scoring and routing let you weight answers, set thresholds and send each respondent to a different outcome page or next step. Logic jumps, visibility rules and answer piping keep the path relevant for each visitor. The result is a funnel that sorts leads before your sales team sees them.
The calculator formula builder handles multi-variable math, VLOOKUP and nested conditionals, and an AI option turns a plain-language description into a working formula with an explanation. Results can be shown as personalized charts, gauges and graphs. Price quotes and ROI estimates become self-service.
A built-in CRM turns each submission into a contact record with properties, tags, scores and an activity timeline
A visual workflow builder then sends email sequences with delays and branches based on answers, outcomes, opens and clicks. For many small teams this replaces a separate ESP for funnel follow-up.
Integrations cover 50+ native data connectors, including HubSpot, Salesforce, ActiveCampaign, Brevo, Mailchimp, Klaviyo and Pipedrive, plus Stripe, PayPal and Square for in-funnel payments. Zapier is on every paid plan, and webhooks arrive on Scale. Each lead reaches your stack with its score and answers attached.
AI-powered analytics show completion rates and step-by-step drop-offs, and AI-generated reports summarize responses with findings and recommendations. Reports and the Personalized AI Text element consume AI credits, and the app shows an estimate before generating.
Data protection is a selling point for regulated industries: the company states it is SOC 2 Type 2 audited and GDPR-compliant, with servers on AWS in Frankfurt. Enterprise adds SSO and security assessments. That makes procurement conversations with finance or insurance clients easier.
involve.me Pros & Cons
Pros
The biggest strength is breadth in one place. You can build a scored quiz, a quote calculator and an intake form in the same editor, capture leads into a CRM and follow up by email without stitching three subscriptions together. The AI Agent removes the blank-page problem, and because it works next to the drag-and-drop editor you never lose manual control. Reviewers consistently praise how quickly a first quiz goes live and how weighted personality quizzes perform as opt-ins. The 300+ templates, the formula builder and real lead verification options give it more depth than typical form tools. Start with a template close to your use case and let the Agent adapt it rather than generating from nothing.
Cons
Feature gating is the most common complaint. Google Tag Manager and branding removal require Grow, while A/B tests, OTP verification, custom CSS and webhooks require Scale, so the realistic price is often higher than the headline $29. The free plan caps you at 50 submissions a month, and funnels lock when you hit it. Some users find outcome logic and jump rules confusing on complex funnels, and the funnel type cannot be changed after publishing. Several reviewers also report trouble with trial auto-renewals and refunds. Set a calendar reminder before your 14-day trial ends and map your required features to a plan before paying.
Use involve.me if you want…
- Qualify leads with scored quizzes before sales calls.
- Build price quote calculators without writing any code.
- Generate a branded funnel from a single prompt.
- Recommend products through an interactive finder quiz.
- Send email sequences that branch on quiz answers.
- Collect payments inside a form or calculator.
- Verify lead emails and phone numbers with OTP.
- A/B test questions, outcomes and funnel designs.
involve.me alternatives
involve.me Reviews
Coaches on Capterra like building weighted personality quizzes that work as opt-ins and appreciate that the same tool hosts landing pages and surveys, though some find outcome logic and jump rules confusing at first.
A 2025 Capterra reviewer enjoys how easy dynamic quizzes are to create, but was frustrated that Google Tag tracking required a higher plan even after paying for the entry tier.
Small-site owners call the setup plug-and-play and fast to embed, yet say entry plans are too limited and the price is hard to justify for a low-revenue website.
Trustpilot users credit OTP email verification with a clear jump in lead quality and find the analytics dashboard practical, while one asked for more video tutorials to master advanced features.
Several reviewers praise responsive support, but a few describe disputes over trial or subscription renewals where they were offered credit instead of a refund.
FAQ
Is there a free plan?
Yes. The Free plan needs no credit card and allows up to 50 submissions or 500 visits per month, and it includes the AI Agent with Light and Balanced effort levels.
Do I need coding skills?
No. You can generate a funnel from a prompt and edit it by chat or with the drag-and-drop editor; custom CSS is optional and only available on the Scale plan.
How do AI credits work?
Credits pay for AI features such as the AI Agent, AI-generated reports and Personalized AI Text. They reset on the first day of each month, yearly plans get twice as many, and one-off credits cost $0.05 each with a 500-credit minimum.
Which integrations are available?
There are 50+ native integrations, including HubSpot, Salesforce, Mailchimp, ActiveCampaign, Klaviyo, Pipedrive and Google Sheets, plus Stripe, PayPal and Square. Zapier works on all paid plans, while webhooks and Salesforce require Scale.
Is my data secure and GDPR-compliant?
The company states it is SOC 2 Type 2 audited and GDPR-compliant, hosts data on AWS servers in Frankfurt, Germany, and that you own all collected data.
Can I remove the involve.me branding?
Yes, but not on Start. Branding removal and a custom domain begin on the Grow plan.
Can I cancel or get a refund?
You can cancel anytime, effective at the end of the billing period, and export your data as CSV or XLS first. Refunds are generally not offered once a paid period has started.
Does it support other languages?
Yes. Funnels support custom languages, and when you personalize a template you can pick a language that translates the template copy automatically.
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