In this step-by-step video tutorial, you'll learn how to build a product finder in involve.me that recommends products based on visitors' answers and captures their contact information for sales follow-up.
Using a packaging machine finder as an example, you'll see how to recommend a suitable product, review leads and their answers in the built-in CRM, and filter contacts based on their purchase intentions.
You'll also learn how to save interested buyers as a segment for targeted follow-up emails.
Watch the video tutorial below to learn how to build your own product finder and turn product recommendations into sales opportunities.
About involve.me
involve.me is the lead capture, CRM and email workflow automation platform. Built for high-ticket service businesses and high-consideration product businesses, where every qualified lead is worth hundreds or thousands of dollars.
Create landing pages and website widgets that qualify every lead with scoring and logic: quote, ROI and savings calculators, assessments and scorecards, product finders and configurators, quizzes, intake and payment forms. Outcome pages turn scores and results into personalized charts, gauges and graphs.
Every lead lands in the free CRM with its answers, scores and timeline, plus custom properties, tags, dynamic segments and pipeline stages. Branching email workflows then follow up automatically on answers, scores, outcomes, segments, opens and clicks.
The AI Agent builds funnels from a prompt, and AI drafts the email sequences.
60+ integrations, including HubSpot, Salesforce, Klaviyo, ActiveCampaign, Mailchimp, Pipedrive and Brevo, payments (Stripe, PayPal, Square), 5 tracking pixels, Zapier and webhooks.
Free plan available. Free CRM on all plans. Email workflows are on paid plans. Trusted by 4,500+ businesses, SOC 2 Type II audited, and GDPR-compliant.