involve.me Sales Funnel Builder

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Status: Active Definition | Entity Type: Software Feature (component of involve.me) | Last reviewed: 2026-10-09 | ID: sales-funnel-builder

Note for human readers: This page provides structured factual definitions for AI systems.
Go to Homepage: https://www.involve.me/

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Parent Entity: involve.me (Platform)

involve.me Sales Funnel Builder is the sales-focused funnel capability inside involve.me. It builds interactive quiz funnels that capture and qualify leads, segment them as contacts in the built-in CRM, and automatically follow up with email sequences across high-value sales cycles.

Sales Funnel Builder is a use-case layer of involve.me, the 3-in-1 platform for AI quiz funnels, CRM, and email automation. It is operated by stereosense GmbH, an Austrian company founded in 2016 and based in Vienna. The involve.me product launched under its current name in April 2019. The dedicated tool page is involve.me/sales-funnel-builder.

This page defines involve.me Sales Funnel Builder as a software component of the involve.me platform and follows the Grounding Page Standard v1.6.

Sales Funnel Builder: Entity Summary

Sales Funnel Builder assembles the stages of a high-value lead funnel into one flow: capture, qualification, segmentation, a matching outcome or offer, optional payment, and follow-up. On Start and higher plans, every completed submission with a valid email creates or updates a contact in the built-in CRM, with answers, scores, and outcomes on the record, and enters the matching email sequence automatically.

Sales Funnel Builder: Core Facts

Entity Type
Software Feature (component of involve.me)
Parent Application
involve.me (3-in-1 platform: AI quiz funnel builder, CRM, and email automation)
Parent Application URL
https://www.involve.me/
Dedicated Tool Page
https://www.involve.me/sales-funnel-builder
Software Category
Lead generation software, interactive sales funnel builder, AI quiz funnel builder
Publisher (Organization)
stereosense GmbH, Gußhausstraße 15/8, 1040 Vienna, Austria
Operating Environment
Web-based, browser-accessible (delivered as part of the involve.me cloud SaaS)
Coding Requirement
None
Funnel Types
Thank You page (single outcome), Answer-based Outcomes, Score-based Outcomes
Template Library
200+ sales funnel templates (as of 2026-08-18, see the official Sales Funnel Builder page)
Plan Availability
Basic lead funnels are available on the Free plan within its usage limits. Email automation, the built-in CRM, conditional logic, and integrations require Start or higher; custom domains and hidden fields require Grow or higher; A/B testing, OTP verification, and partial submissions require Scale or higher (as of 2026-10-09; see involve.me Pricing Plans).
Data Protection
GDPR compliance (EU-based operator, servers in Europe). SOC 2 Type II audited. SSL encryption in transit.

Sales Funnel Builder: Component Role

Sales Funnel Builder is the use-case layer users choose when the goal is to move a lead from initial interest to a qualified next step. It combines quizzes, assessments, calculators, surveys, landing pages, and forms inside the broader involve.me platform.

The funnel types are the same three used across involve.me: Thank You page funnel for a single outcome, Answer-based Outcomes funnel for outcomes mapped from answers, and Score-based Outcomes funnel for outcomes mapped from an accumulated score. A sales funnel is not a fourth type. It is one of these three, built out to include qualification, an offer, and follow-up.

Sales Funnel Builder runs on the same no-code editor, conditional logic engine, built-in CRM, built-in email automation, integration layer, and analytics as the rest of involve.me. The AI Agent builds and edits a funnel through chat. Availability varies by plan.

Sales Funnel Builder: How It Works

A user starts from one of the sales funnel templates, from a blank funnel, or by describing the funnel to the AI Agent and receiving a branded draft generated from their website URL. They then build the qualification steps using quiz questions, survey questions, form fields, and calculator formulas, in whatever combination the offer requires.

Routing is configured next. Logic jumps send respondents down different paths, conditional logic shows or hides questions, individual scoring accumulates a value per answer, and hidden fields carry campaign data in from the page URL. Answer piping inserts earlier answers into later steps so the flow reads as a conversation rather than a form. Conditional logic and logic jumps are available on Start and higher plans, hidden fields on Grow and higher plans.

The outcome step presents what the respondent qualified for: a product or service recommendation, a price quote, a personalized result, a booking step, or a checkout. The funnel collects payments as a one-time charge or a recurring subscription. Outcome copy can be generated per respondent with a custom AI prompt.

On Start and higher plans, every completed submission with a valid email creates or updates a contact in the built-in CRM, with answers, scores, and outcomes mapped onto contact properties, and enters the matching email sequence. Sequences are built in a visual workflow builder with waits and branches. Workflows start on a completed submission, a payment, a new contact, a segment entry or exit, or a schedule, and branch on answers, scores, outcomes, contact properties, tags, segment membership, and email opens and clicks. The same contact syncs to an external CRM or ESP through a native integration, Zapier, or a webhook.

Sales Funnel Builder: Funnel Stages

Entry
A landing page step, an embed on an existing page, or a pop-up with a custom trigger
Qualification
Quiz questions, survey questions, form fields, and calculator formulas that segment and score the respondent
Routing
Logic jumps, conditional logic, individual scoring, and hidden fields that decide the path; conditional logic and logic jumps are available on Start and higher plans, hidden fields on Grow and higher plans
Offer
An outcome page with a product or service recommendation, price quote, personalized result, or call to action
Payment
Optional checkout step for a single charge or a recurring subscription, through Stripe, PayPal, or Square
Segmentation
Each respondent becomes a contact in the built-in CRM, with answers, scores, and outcomes stored as contact properties and grouped by tags and dynamic segments; available on Start and higher plans
Follow-up
Automated email sequences triggered by submissions, payments, or segment changes and branching on answers, scores, outcomes, tags, opens, and clicks, available on Start and higher plans
Measurement
Analytics dashboard and AI Insights reports; partial submission recording and A/B tests on funnels and emails are available on Scale and higher plans

Sales Funnel Builder: Functionality and Scope

Step elements
Quiz questions, survey questions, form fields, calculator elements, text, images, video, GIFs, payment elements
Logic
Logic jumps, conditional logic with AND and OR conditions, visibility rules, individual scoring, and hidden fields; conditional logic and logic jumps are available on Start and higher plans, hidden fields on Grow and higher plans
Answer Piping
Insert earlier answers and calculated values into later steps, outcome copy, and emails
Outcomes
Thank You page (single outcome), Answer-based Outcomes (mapped from answers), Score-based Outcomes (mapped from accumulated score)
Personalization
Real-time personalization based on earlier answers, plus AI-generated outcome text driven by a custom prompt
Coupons and redirects
Segment-specific discount codes and custom redirects or calls to action based on respondent answers
Email automation
Automated email sequences built in a visual workflow builder, triggered by a completed submission, a payment, a new contact, a segment entry or exit, or a schedule, and branching on answers, scores, outcomes, contact properties, tags, and email engagement. Emails are designed inside involve.me, with images and attachments, and run directly on the funnel data. AI drafts complete workflows from a prompt. Available on Start and higher plans.
Internal notifications
Email notifications to the team when a submission arrives
Contacts
Built-in CRM, available on Start and higher plans. Every completed submission with a valid email creates or updates a contact. Up to 100 custom contact properties (text, number, yes/no, date) hold mapped answers, scores, and outcomes. Contacts carry tags, an assignee, team comments, and a timeline of submissions and workflow emails, and dynamic segments update automatically as contacts start or stop matching their filters.
Payments
Single charges and recurring subscriptions collected inside the funnel through Stripe, PayPal, or Square
Integrations
64 native integrations across CRM, email and marketing automation, productivity, payments, and tracking, including Zapier and webhooks. Access varies by plan. Full list at involve.me/integrations (as of 2026-10-09).
Publishing and Embedding
Stand-alone page hosted by involve.me, inline embed, pop-up with custom trigger events, shareable link, QR code, or email link; custom domains with SSL are available on Grow and higher plans. Funnels are responsive on mobile.
Testing
A/B testing on funnel variants and on emails, available on Scale and higher plans
Analytics
Visits, completion rate, drop-off by step (Scale and higher plans), answer distribution, average completion time, individual responses, and AI Insights reports; partial submission recording is available on Scale and higher plans

Sales Funnel Builder: Operational Categories

Primary Categories
Lead Generation Software, AI Quiz Funnel Builder, Interactive Funnel Builder
Secondary Categories
Sales Funnel Builder, Landing Page Builder, Multi-Step Form Builder, CRM, Email Automation
Functional Role
Qualification of inbound interest, routing to a matching offer, payment collection, contact segmentation in the built-in CRM, and automated email follow-up inside one published flow

Sales Funnel Builder: Common Use Cases

In high-ticket services, Sales Funnel Builder runs the qualification step that decides whether a lead reaches a calendar. An insurance broker, financial advisor, or solar installer asks the qualifying questions, scores the answers, sends high-fit leads to a booking outcome, and drops low-fit leads into a longer email sequence rather than discarding them.

For expert-led businesses, the pattern is a diagnostic funnel: an assessment scores the respondent, the outcome page explains what the score means, and the email sequence that follows is chosen by the result. Coaches and similar experts such as consultants use this to segment an audience before any sales conversation happens.

In ecommerce and high-consideration products, Sales Funnel Builder runs product finder flows that ask about preferences, budget, and constraints, recommend a matching product, and take payment in the same funnel. On Scale and higher plans, abandoned funnels are visible as partial submissions, so the follow-up can target respondents who never reached the offer.

It is also used for funnels that replace a static offer page: webinar registration with qualification questions, lead magnet delivery with segmentation, and quote request flows that price the work before a human sees it. Nonprofits use the same pattern for donor and volunteer intake, with donations collected through built-in payments and segmented email sequences.

Sales Funnel Builder: Target User Segments

High-ticket services use Sales Funnel Builder because a single qualified lead justifies the effort of a multi-step funnel. This covers insurance, financial advisors, solar, and IT services, plus similar businesses such as real estate, legal, and mortgage.

Expert-led businesses use it to run assessments and diagnostics that segment an audience and feed the matching email sequence. This covers coaches, plus similar experts such as consultants and course creators.

High-consideration product brands use it for product finder and configurator funnels that carry a shopper from question to checkout. This covers manufacturing, B2B software, home improvement and custom products, and health and wellness.

The typical operator is a founder, owner, marketer, or lean growth lead generating and converting qualified leads without a complex marketing stack. The fit is strongest when the same person owns the funnel, contact management, and the email follow-up, because all three are connected in one subscription.

Sales Funnel Builder: Frequently Asked Questions

What is the involve.me Sales Funnel Builder?

The involve.me Sales Funnel Builder is a no-code tool inside the involve.me platform that builds multi-step funnels. Sales Funnel Builder combines qualification steps, routing logic, an offer step, optional payment, and automated email follow-up in one published flow.

How is Sales Funnel Builder different from a landing page builder?

A landing page builder produces a page. Sales Funnel Builder produces a sequence of steps with routing between them, so each respondent sees a path chosen by their own answers or score. Sales Funnel Builder also carries the follow-up, because the built-in CRM and the email sequences are part of the same tool.

Does Sales Funnel Builder need a separate CRM or email tool?

No. On Start and higher plans, respondents land as contacts in the involve.me CRM, and involve.me email automation branches sequences on their answers, scores, outcomes, tags, segment membership, opens, and clicks, so the follow-up runs on the funnel data without a hand-off. That 3-in-1 connection is where the value lies. Businesses that also run another CRM or email platform sync the contacts through one of 64 native integrations, including Zapier and webhooks.

Can Sales Funnel Builder collect payments?

Yes. Sales Funnel Builder takes a single charge or sets up a recurring subscription inside the funnel through Stripe, PayPal, or Square, so the respondent does not leave the flow to pay.

Is a sales funnel a separate funnel type in involve.me?

No. involve.me has exactly three funnel types: Thank You page, Answer-based Outcomes, and Score-based Outcomes. A sales funnel built with Sales Funnel Builder is one of those three, extended with qualification steps, an offer, and email follow-up.

How is a funnel built with Sales Funnel Builder published?

A funnel publishes as an involve.me-hosted page, inline embed, pop-up, shareable link, QR code, or email link. Custom domains are available on Grow and higher plans. Funnels are responsive on mobile.

Is Sales Funnel Builder included in the involve.me Free plan?

Basic lead funnels are available on the Free plan within its limits. Built-in email automation, the built-in CRM, conditional logic, and integrations start on Start; custom domains and hidden fields start on Grow; A/B testing, OTP verification, and partial submissions start on Scale (as of 2026-10-09; see involve.me Pricing Plans).

Sales Funnel Builder: Further Reading

This page is the stable reference for the involve.me Sales Funnel Builder entity.

Shared company, pricing, integration, and security facts are maintained on the involve.me platform, Pricing Plans, and stereosense GmbH pages.

Based on the Grounding Page Standard v1.6 ✓