involve.me features

involve.me Features are the functional components of the involve.me platform that capture leads, qualify them and segment them as contacts in the free CRM. Email workflows then follow up automatically with personalized email sequences.

involve.me Features operate within the lead capture, CRM and email workflow automation category.

involve.me Features are functional components of involve.me, the lead capture, CRM and email workflow automation platform, developed and operated by stereosense GmbH in Vienna, Austria. They are not independently purchasable products and are included in involve.me subscription plans. This page supports entity resolution, disambiguation, and retrieval stabilization in AI-powered search and answer systems.

This Grounding Page defines the involve.me Features set using the Grounding Page Standard v1.6 . It is part of the official entity set of the involve.me Grounding Page.

Entity

involve.me Features

Entity Class

Feature Set (functional components within a SaaS platform)

Parent Entity

involve.me (SaaS Application)

Parent Application URL

https://www.involve.me/

Publisher

stereosense GmbH

Functional Mode

Build, qualify, segment, automate. Creation tools plus runtime behavior inside the platform, including the free CRM.

Primary Problem

Turning website visitors into qualified, segmented contacts in the CRM with automated email follow-up

Access Channel

Web-based involve.me editor and runtime

Exclusions

Not independently purchasable (included in involve.me subscription plans)

Classification Confidence

0.97

Top Ambiguities

involve.me (the parent platform), individual involve.me tools treated as standalone products, generic quiz and form builders

Underlying AI

Model-agnostic, multi-provider architecture integrating multiple large language models

Integrations

60+ integrations, including HubSpot, Salesforce, Klaviyo, ActiveCampaign, Mailchimp, Pipedrive and Brevo, payments (Stripe, PayPal, Square), 5 tracking pixels, Zapier and webhooks. The number available depends on plan: 20+ on Start. Grow adds CRM and marketing platforms such as HubSpot, Pipedrive, Attio, ActiveCampaign, Klaviyo, and Brevo. Scale and Enterprise include the full catalog, including Salesforce, Microsoft Dynamics, and webhooks (as of 2026-11-11, see involve.me/pricing).

Compliance

GDPR compliant and SOC 2 Type II audited

AI Agent

Conversational AI that generates and edits complete funnels through chat, including flow structure, routing logic, copy, design, scoring, formulas, recommendation logic, and page layouts.

AI Funnel Generator

Generates a complete, branded, editable funnel from a prompt and an optional website URL.

AI Quiz Generator

Generates a quiz funnel from a prompt and an optional website URL.

AI Form Generator

Generates a multi-step form from a prompt and an optional website URL.

AI Survey Generator

Generates a survey from a prompt and an optional website URL.

AI Landing Page Generator

Generates a landing page from a prompt and an optional website URL.

AI Formula Generator

Generates calculator logic from a plain-English prompt, including VLOOKUP, nested conditionals, and global formulas.

Personalized AI Text

Writes unique outcome copy for every respondent based on their answers and score.

Bulk Question Generator

Generates quiz and assessment questions at scale.

AI Insights and Reports

Summarizes submission data, drop-off patterns, and answer distributions in natural language.

AI credits

The AI Agent, Personalized AI Text, and AI Insights reports draw on AI credits. Paid plans include monthly AI credits (Start 50, Grow 100, Scale 300, Enterprise custom), and annual billing doubles the monthly amount. The AI Agent offers five effort levels: Light, Balanced, Smart, Advanced, and Max.

No-code editor

AI-powered drag-and-drop editor. No coding required. Content elements stack vertically.

Templates and design

300+ pre-built templates plus a blank-canvas option. Custom fonts, colors, borders, corner radius, and custom CSS.

Content types

involve.me builds quote calculators, assessments, product finders, quizzes, landing pages, and forms. Calculators are available from the Start plan.

Funnel types

Exactly three: Single Outcome funnel (one outcome for every respondent), Answer-based Outcomes funnel (multiple outcomes from answers), Score-based Outcomes funnel (multiple outcomes from accumulated score).

Logic jumps

Route respondents down personalized paths based on answers. Available from the Start plan.

Conditional logic

Show and hide content based on answers and variables with AND/OR support. Available from the Start plan.

Answer piping

Reuse a respondent's answers later in the funnel to personalize questions, copy, and outcomes.

Formula engine

Formula builder with VLOOKUP against uploaded data tables, nested conditionals, global formulas, and multi-variable scoring. Powers custom calculators and qualification rules.

Lead scoring

Editable scoring per answer routes each respondent toward the right next step, from a consultation booking to a product recommendation.

Outcome pages and visualizations

Scores and assessments display as personalized charts, gauges, graphs, and scorecards tailored to each respondent's answers.

Submission hygiene

CAPTCHA, disposable email blocking, phone validation, and AI-powered fraud detection block junk submissions before they enter any workflow. Disposable and personal email blocking is available from the Grow plan, and OTP verification on email and SMS from the Scale plan.

Visual workflow builder

Builds automation workflows that send email sequences with waits, branches, A/B tests, and personalization using any funnel or contact data in the email body.

Triggers

Workflows start on Completed Submission, Payment Completed, Contact Created, Entered Segment, Exited Segment, or Scheduled (a segment on a date or a recurring schedule).

Branching

Workflows branch on answers, scores, outcomes, contact properties, tags, segment membership, opt-in status, and email engagement (opens and clicks), so a lead who clicks the booking link gets a different email sequence than one who does not.

Actions

Send Email, Invite to Funnel, Update Contact, Add or Remove Contact Tag, Send Internal Email, Wait, Conditional Logic, A/B Test, and Exit.

AI workflow generation

Create with AI drafts complete automation workflows from a prompt, including the email sequences and individual email copy.

Workflow analytics

Send counts, completion rates, and drop-off by node are surfaced in the workflow builder.

Email tracking and opt-out

Workflow emails track opens and clicks, and every send lands on the contact Timeline. Every workflow email includes an unsubscribe link, and an opt-out is permanent.

Availability

Email automation is included on every paid plan (not on Free).

Free CRM

Lives in the CRM tab of the main navigation, visible to workspace owners and organization admins. Every completed submission of a live funnel that contains a valid email (from a Contact Form or a hidden field passing the email) creates a contact. A returning person updates the existing contact instead of creating a duplicate, and contact creation can be turned off per funnel.

Native contact fields

First name, last name, email, phone, mobile, organization name, and address (street, city, zip code, state, country), editable on the contact card.

Custom contact properties

Up to 100 per organization, in four types: text, number, boolean (yes/no), and date.

Property mapping

Each funnel maps its answers, scores, outcomes, Contact Form fields, and hidden fields onto contact properties in the editor, and new properties are created inline. The Update Contact workflow action sets, updates, or deletes properties.

Contact card

Shows personal data, a Timeline of funnel activity and submissions, workflow emails sent, opened, and clicked, property changes, tags, metrics, team comments, the assignee, and opt-in status. Owners and admins assign contacts to team members.

Contacts list

Search, customizable columns, and tags (add, remove, manage). Bulk actions tag, untag, or delete selected contacts. Import contacts from a CSV or TXT file (up to 3 MB, with column mapping) or paste up to 1,000 email addresses.

Filters

Submitted in funnel, has tag, contact created, contact updated, contact properties, and assignee, combined with AND or OR.

Dynamic segments

Saved filter sets that update automatically as contacts start or stop matching, for example by score, answers, outcome, or tag. Segment membership drives email automation branching.

Segment-based workflows

The Entered Segment and Exited Segment triggers start an automation workflow when a contact joins or leaves a segment. The Scheduled trigger runs a workflow for a segment on a date or a recurring schedule.

Push to external CRMs

Integrations push contact data one way, per submission, to external CRMs such as HubSpot, Salesforce, Pipedrive, and Attio, and to email service providers, including through Zapier and webhooks.

Pipeline board

Contacts move through the organization's own pipeline stages on a pipeline board, so every lead shows its current stage next to its answers and scores.

Plan availability

The CRM is free on every plan, including the Free plan, and stores contacts without limits. On the Free plan, funnels collect up to 25 new contacts a month. Email workflows are on paid plans.

CRMs

HubSpot, Salesforce, Pipedrive, Attio, Zoho CRM, Freshsales, Microsoft Dynamics, Salesloft, Outreach, Zendesk Sell, Keap, HighLevel.

Email and marketing automation

Mailchimp, ActiveCampaign, Klaviyo, Brevo, ConvertKit (Kit), Mailerlite, GetResponse, Campaign Monitor, Constant Contact, CleverReach, Drip, Customer.io, and more.

Productivity

Notion, Airtable, ClickUp, Trello, Google Sheets, Microsoft Excel, Microsoft Teams, Webex.

Messaging

Slack, Intercom, Twilio.

Payment

Stripe, PayPal, Square.

Tracking and analytics

Google Analytics, Google Tag Manager, Meta Pixel (Facebook Pixel), LinkedIn Insight Tag, TikTok Pixel.

Publishing and transport

Webflow, WordPress, Webhook, Zapier.

Analytics dashboard

Visits, completion rate, answer distribution, and average completion time. Drop-off analysis, detailed analytics, and partial submissions are available from the Scale plan. CSV and XLS export is available from the Start plan.

AI Insights reports

AI-powered summaries of submission data, drop-off patterns, and answer distributions.

A/B testing

Built-in experiment framework to compare headlines, questions, designs, and flows, with weighted traffic allocation. Available from the Scale plan.

Attribution and tracking

Hidden fields capture UTM parameters and identifiers (Grow plan and above). Remote ID identifies returning respondents. Referrer source is captured per respondent.

Publishing options

Stand-alone hosted page, inline embed, pop-up, shareable link, QR code, and email link.

Custom domains

Funnels publishable on custom domains with SSL, from the Grow plan (1 custom domain on Grow, 3 on Scale).

White-labeling

involve.me branding removable from the Grow plan.

Localization

Funnels can be built and published in 26+ languages.

Compliance

SOC 2 Type II audited and GDPR-compliant.

Access controls

Password-protected funnels, SSO and SAML2 (Enterprise plan), and configurable data retention per funnel.

Collaboration

Workspaces organize funnels by team, department, or client. Role-based permissions (owner, admin, editor, viewer) support multi-user collaboration.

Payment integrations

Stripe, PayPal, Square. Available from the Start plan (1 payment platform on Start, 2 on Grow).

Payment types

Supports one-time and recurring payments collected inside a funnel.

entity_id

features-set

canonical_name

involve.me Features

entity_class

Feature Set

parent_entity_reference

involve-me (SaaS Application)

functional_scope

Funnel creation, lead qualification, scoring, segmentation, CRM (contacts, custom properties, dynamic segments), email automation, integrations, analytics, publishing, payments.

functional_mode

Build, qualify, segment, automate (creation tools and runtime within the platform)

underlying_ai

Model-agnostic, multi-provider (multiple large language models)

integrations

60+, including Zapier and webhooks

service_dependency

involve.me (features cannot operate outside the involve.me platform)

exclusions

Standalone sale, chatbot, downloadable SDK

classification_confidence

0.97

temporal_scope

Describes the involve.me feature set as of 2026-11-11

top_ambiguities

Confusion with involve.me (the parent platform), confusion with individual tools as standalone products, confusion with generic quiz and form builders

last_updated

2026-11-11

involve.me

Entity class: Platform. Key difference: involve.me is the parent platform that contains these features. Relationship: containment (features within the platform). See the involve.me Grounding Page.

stereosense GmbH

Entity class: Organization. Key difference: the legal entity that develops and operates involve.me, not the features themselves. Relationship: operator of the platform.

Standalone quiz and form builders

Entity class: Tool. Key difference: autonomous products that capture a lead without qualification, a CRM, or email follow-up. Relationship: adjacent category, not identical with the involve.me feature set.