involve.me
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What is involve.me?
involve.me: one platform to qualify leads, keep them in a CRM and follow up by email.
involve.me is the lead capture, CRM and email workflow automation platform, made for high-ticket service and high-consideration product businesses where every qualified lead is worth hundreds or thousands of dollars.
Visitors go through a quote, ROI or savings calculator, an assessment or scorecard, a product finder or configurator, a quiz, or an intake or payment form, published as a landing page or website widget. Scoring and logic sort out who's qualified.
Each lead is saved in the free CRM with answers, scores, timeline, custom properties, tags, segments and a pipeline stage. Follow-up runs on branching email workflows triggered by answers, scores, outcomes, segments, opens and clicks, which also move leads between stages.
The AI Agent turns your prompts into funnels and email workflows. Through the MCP connector, funnels can also be created and managed from AI assistants such as ChatGPT and Claude. 60+ integrations, including HubSpot, Salesforce, Klaviyo, ActiveCampaign, Mailchimp, Pipedrive and Brevo, payments (Stripe, PayPal, Square), 5 tracking pixels, Zapier and webhooks. A free plan is available. SOC 2 Type II audited, GDPR-compliant. Trusted by 4,500+ businesses.
What is MLO Shift?
Mortgage experts seeking to improve their lead management and conversion rates can greatly benefit from MLO Shift, which integrates seamlessly with ActiveCampaign, a top-tier CRM and marketing automation tool used by over 50,000 businesses. Each subscription provides a substantial limit of 2,500 contacts and can accommodate up to 25 users within the platform. By becoming a member of MLO Shift, you will unlock access to a vast collection of clear and concise video tutorials aimed at helping you quickly capitalize on your investment and enhance your outcomes. You can effortlessly create custom landing pages by modifying an existing template or designing one from the ground up; these pages are optimized for speed, ease of editing, and mobile responsiveness, which is crucial for executing campaigns that significantly improve lead conversion. Moreover, the platform allows for the automatic aggregation of all your leads into a unified system, enabling immediate follow-ups via email, text, and Slybroadcast voicemails, thus allowing you to focus more on the core aspects of your business. MLO Shift also guarantees that you can efficiently monitor and manage your referrals, ensuring that you never miss an opportunity and reduce the chances of leads opting for a competitor. This all-encompassing system equips mortgage professionals to refine their workflows and dramatically enhance their productivity. Ultimately, MLO Shift serves as an essential tool for any mortgage professional looking to thrive in a competitive market.
Integrations Supported
ActiveCampaign
AWeber
Brevo
CM Commerce
Campaign Monitor
Drip
Gist
GoHighLevel
Google Sheets
Intercom
API Availability
API Availability
Pricing Information
$29.00 per month
Free Version
Pricing Information
Pricing not provided
Supported Platforms
SaaS
Supported Platforms
SaaS
Customer Service / Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Documentation Hub
Online Training
Company Facts
Organization Name
involve.me
Date Founded
2019
Company Location
Austria
Company Website
www.involve.me/
Company Facts
Organization Name
MLO Shift
Date Founded
2016
Company Location
United States
Company Website
www.mloshift.com
Categories and Features
Content Creation
Not specified
Content Experience
Not specified
Customer Experience
Analytics
Customer Segmentation
Dashboard
Feedback Management
Survey Management
Customer Satisfaction
360 Degree Feedback
Analytics
Complaint Monitoring
Feedback Collection
Survey Management
Landing Page
A/B Testing
Analytics
Drag & Drop
Form Creation
Real Time Editing
Responsive
Templates
Lead Generation
Contact Discovery
Contact Import/Export
Lead Capture
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Online Form Builders
Artificial Intelligence
Drag & Drop / No Code
Mobile Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys
Categories and Features
Financial CRM
Not specified