For B2B software
Spend demo time on teams ready to switch.
Qualiform asks every demo request about team size, the tool they use today, and when they want to start. Your rules score it out of 100, and the teams that fit can book a call with you.
Why it fits
Every demo request arrives qualified.
Context before the call
Team size, the tool they use today, their part in the decision, and when they want to start are asked in the conversation, so your first call starts with the answers.
Ready teams book themselves
A team the right size, switching from a tool you named, scores high and is offered your soonest times before they leave your site.
No pitches in the demo queue
Recruiters, resellers, vendor pitches, and students researching a paper are closed politely by the AI, and nothing is emailed to you.
How it works
You set the questions and the rules. Qualiform asks, scores, and books.
Start from the software template
Team size, the tool they use today, who decides, and when they want to start, with the scoring and the rules already set. Change any of them.
Swap out your contact form
Paste two lines of code where your form is now, or share the form’s own link. Nothing else on your site changes.
Get scored leads and booked calls
Every inquiry gets a score out of 100 from your rules, with the reason written out. Your best leads can book one of your soonest open times before they leave your site.
The B2B software template
Your points. Your endings.
Points for what matters to you
Team size counts most, then the tool they’re replacing. Your answers to three questions when you start set the team size worth your time, the tools you most want them to leave, and the words a serious buyer uses.
The questions when you start
- How many seats does a team need for this to be worth your time?
- Which tools or competitors do you most want customers to switch from?
- Which words would a serious prospect use to describe their problem?
B2B software100 points, split 6 ways
- Team size30
- What they’re replacing20
- Their part in the decision15
- When they want to start15
- Signs they’ve hit the wall15
- Reachable5
Endings you choose
Each score range gets its own ending. The software template offers its best teams the soonest times, lets the next two ranges book any open time, and tells the rest you’ll be in touch with next steps.
- 80 and up books the soonest time. Your best leads pick one of your next open times before they leave your site.
- A reason on every lead. The lead page shows the points for each answer and the rule that set the ending.
Where leads go
Every lead, wherever your team works.
SlackPosts each new lead to a Slack channel you pick.
MailchimpAdds leads who said yes to emails to a Mailchimp audience, tagged by priority. Your Mailchimp automation sends the email.
NotionAdds each lead as a row in a Notion database you pick.
KitAdds leads who said yes to emails to Kit, tagged by priority. Your Kit automation sends the email.
Google CalendarChecks when you are busy while a visitor is choosing a time, and adds booked meetings to your calendar.
KlaviyoAdds leads who said yes to emails to a Klaviyo list for their priority. Your Klaviyo flow sends the email.
WebhookPosts the whole lead to an address you choose. Also how Zapier and Make connect.
Google AnalyticsCounts each finished conversation in Google Analytics as a lead, from our server, your website, or both.
Will a small team be turned away?
No. When you start, you enter the team size worth your time. A team that size or larger scores highest, and a smaller team still scores, just lower. Nobody is turned away on team size.
How does it know which tool they use today?
The AI asks, with four answers to press: spreadsheets, a competitor, something in-house, or nothing yet. Name the tools you most want customers to switch from, and those score highest.
Does it work with HubSpot?
Yes. Qualiform creates or updates a HubSpot contact for each lead with an email address, with their score, the outcome, and every answer. Slack, Microsoft Teams, Notion, and webhooks work too.
Does the AI decide who is a good lead?
No. The AI asks the questions and saves the answers. Your rules score every lead the same way every time, and the lead page shows the points for each answer and the rule that set the ending.
How much does it cost?
Free for 25 conversations a month, with every scoring and booking feature. Paid plans start at $20 a month for 100 conversations. No credit card needed.
Other businesses
A template for your kind of business.
- Design and web studiosAsks about project, budget, and timeline. Budget fit counts most.
- Home services and tradesAsks where the job is, what it is, and how soon. Location counts most.
- Event and wedding venuesAsks for the date, guest count, and event type. Room fit counts most.
- Any small businessAsks what they need, when, and how to reach them. Need counts most.
Spend demo time on teams ready to switch.
Free for 25 conversations a month, with every scoring and booking feature.
Start free No credit card needed
Questions first? Talk to us