Ratings and Reviews 2 Ratings

Total 5 out of 5 stars
ease 4.5 out of 5 stars
features 4.5 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

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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.

Media

Media

Integrations Supported

ActiveCampaign
AWeber
Brevo
CM Commerce
Campaign Monitor
Drip
Gist
GoHighLevel
Google Sheets
Intercom
Iterable
Mailchimp
Maropost Marketing Cloud
Microsoft Excel
Outreach
SendFox
Trello
Zapier

Integrations Supported

ActiveCampaign
Slybroadcast
VoiceDrop

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

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