Sales
Qualyo
Qualify inbound leads and route each prospect to the right next step.
- Category
- Sales
- Stage
- Growth
- For
- Agencies, consultants, high-ticket service businesses, and SaaS sales teams
- Platforms
- Web
- Pricing
- Free plan with unlimited static forms and submissions plus 50 lifetime AI evaluations. Pro starts at $49/month for 250 AI evaluations per month.
About
Qualyo helps agencies, consultants, and SaaS sales teams qualify inbound leads before a sales call. Build conversational intake forms, define criteria such as budget and timing, and use rules or AI to evaluate fit. Route qualified prospects to a calendar, send uncertain leads for review, and direct other inquiries to relevant resources. A visual workflow builder, CRM integrations, custom branding, and analytics help teams manage and improve the process.
Use cases
- Qualify agency project inquiries
- Screen consulting discovery requests
- Route SaaS demo requests
Features
- Problem
- Generic forms do not capture the context needed to assess fit.
- How it works
- Creates conversational or classic intake forms with questions tailored to criteria such as budget, project fit, timeline, company, authority, and intent.
- Result
- Inbound inquiries arrive with more decision-ready context.
- Why
- Teams define the information their sales decision actually uses.
- Problem
- Qualification criteria vary by business and cannot rely on one universal score.
- How it works
- Applies configured choice routes, Logic cards, Router cards, and optional AI Qualifiers; AI has a configured automatic fallback when unavailable.
- Result
- Qualification follows an owner-defined, inspectable policy.
- Why
- Explicit rules handle certain requirements while optional AI can interpret nuanced open-text context.
- Problem
- Every lead should not receive the same calendar-first treatment.
- How it works
- Routes each outcome to a tailored ending, redirect, team review, resource, nurture path, or external booking link.
- Result
- Sales time is reserved for better-aligned opportunities while other prospects receive a deliberate next step.
- Why
- Strong, uncertain, and non-fit inquiries require different next actions.
- Problem
- Qualification data needs to reach existing workflows.
- How it works
- Provides email notifications, CSV export, configurable webhooks, and a JSON REST API for forms, submissions, and analytics.
- Result
- Qualified responses and outcomes can be used in downstream systems.
- Why
- Teams can hand off completed inquiry data without making Qualyo their CRM.
- Problem
- Teams need to optimize intake completion and routing performance.
- How it works
- Tracks views, starts, completions, drop-off, response data, sources, and route outcomes.
- Result
- Teams can identify where prospects abandon or how outcomes are distributed.
- Why
- The qualification experience can be improved using observed funnel and response data.
- Problem
- Hosted intake can feel disconnected from a business's brand.
- How it works
- Supports embeds, hosted links, custom colors, logo upload, branding removal, and verified custom domains on paid plans.
- Result
- Prospects encounter a more consistent branded intake flow.
- Why
- The qualification experience can match the business's web presence.
Why it is different
- Custom qualification criteria with rules or AI
- Visual workflows for intake, qualification, and routing
- CRM integrations, REST API, MCP, and webhooks
Screenshots
