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Funnel Builders
Use Case

Best Quote & Quiz Tools for Home Services Lead Generation (2026)

Updated
November 10, 2026
Quick answer

The best quote and quiz tools for home services are ConvertFlow (qualifying quiz funnels, popups and landing pages that route leads to a calendar or quote and sync to your CRM), involve.me (solar savings calculators), Heyflow (multi-step funnels used by solar installers), Outgrow (calculators) and Growform (paid-traffic lead forms with verification). Pick based on whether you need instant estimates or qualified booked appointments.

At a glance

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Tool
Starting price
Free plan
Shopify app
Klaviyo
HubSpot
Salesforce
Quizzes
Popups
Landing pages
A/B testing
Full-funnel personalization
Product recs
Targeted upsells
Identity resolution
Multivariate testing
Website experiments
ConvertFlow
Free to install with powered-by links. Paid plans start at $29/mo for 10k monthly views, $99/mo for 30k views and CRM integrations, and $299/mo+ for 100k+ monthly views.
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involve.me
Free plan (50 submissions or 500 visits/mo); paid from $29/mo billed annually ($49/mo monthly)
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Heyflow
From €19/mo (Starter, 50 responses/mo); annual billing saves up to 34%. No free plan; 14-day free trial.
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Outgrow
Free plan (forms/surveys only, 100 leads/mo); paid from $14/mo for the Freelancer Limited plan (250 leads/mo).
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Growform
From $63/mo billed annually ($79/mo monthly); 14-day free trial. Basic plan caps at 300 leads/mo, 3 active forms, 1 embed domain.
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Marquiz
Free plan (10 leads/mo); paid from $19 (Start, 30 leads/mo; billing period not stated). Plus from $39 for 100+ leads/mo. No annual price listed; 15% off for 6-month prepay.
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LeadsHook
From $99/mo billed monthly (up to 100K impressions/mo); no annual or free plan listed; 14-day trial
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Jotform
Free plan; Jotform says paid plans start at $19/mo (plan prices aren't shown on its pricing page; confirm before buying)
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✓ Listed by the vendor · — Not listed on the vendor's site · Full-funnel personalization = personalizes landing pages, popups/forms and content on your existing site. Identity resolution = recognizes known subscribers from email/SMS clicks across visits. Website experiments = A/B tests content sections on your existing pages, not only forms or popups. Prices and features checked on each vendor's site; confirm before buying.

On this page
Why look for an alternativeHow we evaluatedThe toolsVerdictFAQ

HVAC, roofing, solar and other home services companies pay a lot per lead, and many leads aren't a fit: wrong zip code, renting rather than owning, or a job too small to quote. A short qualifying quiz or multi-step form can screen those leads, give a rough estimate and book the qualified ones straight into a calendar.

The tools below are compared on how well they qualify, estimate and route home services leads. We avoided claims about any tool's results for specific trades unless the vendor publishes them.

How we evaluated

We compared each tool on qualifying logic (service area, ownership, project type), estimate or calculator features, booking, lead verification, CRM sync, display options for your website and ad landing pages, A/B testing and pricing limits.

Disclosure: ConvertFlow is our product. We included it because it is a real option for this use case, and we held it to the same criteria as every other tool. Pricing and features were checked on each vendor's own pricing page and help docs in November 2026. Prices change often, so confirm on the vendor's site before buying.

1. ConvertFlow

Best for: Home services companies that want qualifying quiz funnels and popups to book appointments and send leads to the right team.
Starting price: Free to install with powered-by links. Paid plans start at $29/mo for 10k monthly views, $99/mo for 30k views and CRM integrations, and $299/mo+ for 100k+ monthly views.

ConvertFlow builds lead-qualifying quiz funnels, multi-step forms, popups and landing pages in one no-code builder. Answers and scores sync to HubSpot and other CRM integrations (Salesforce, Klaviyo, Customer.io etc), conditional logic sends each lead to the right outcome, calendar or quote, and the Scheduler element books calls through Calendly, Cal.com or HubSpot. Popups and page content can be personalized by location, ad source and earlier answers, and by CRM data on the Pro plan. A funnel can screen by service area and project, route qualified homeowners to the right calendar or a score-based quote range, and alert the right team. ConvertFlow has no dedicated calculator element, so estimates are built from scoring and conditional outcomes. ConvertFlow AI drives agentic funnel experimentation across the full funnel, with automated A/B testing for landing pages, popups, quiz funnels and site content.

Strengths

  • Quiz funnels, popups, landing pages and embedded forms in one builder
  • Lead scoring and answer-based routing to calendars, content or quotes
  • Personalization by location, ad source and quiz answers, plus CRM data on Pro
  • ConvertFlow AI runs automated A/B tests across the funnel (Pro plan)

Limitations

  • CRM integrations start on Prime; bi-directional integrations for targeting by CRM data are on Pro; Salesforce is on Custom plans
  • Conditional funnel logic and A/B testing are on Pro (Personal and Prime include funnel variants)
  • No dedicated calculator element or HIPAA BAA documented

2. involve.me

Best for: Service businesses and agencies building calculator and quiz funnels, including solar installers needing quote estimates.
Starting price: Free plan (50 submissions or 500 visits/mo); paid from $29/mo billed annually ($49/mo monthly)

No-code builder for quizzes, calculators, forms and landing pages, with a built-in CRM and email automation.

Strengths

  • Formula builder for calculators, quote estimates and scoring
  • Native HubSpot, Salesforce, Klaviyo, Pipedrive and Dynamics sync
  • Built-in CRM and email automation on every plan

Limitations

  • A/B testing, Salesforce, partial submissions and OTP only on Scale ($139/mo yearly) and up
  • No Shopify app or product catalog sync; recommendations are built as outcome pages
  • Pop-up triggers limited to click, exit intent, page load or time delay; no audience targeting documented

3. Heyflow

Best for: Paid-traffic and lead-gen teams, including solar and home improvement, building multi-step qualification funnels.
Starting price: From €19/mo (Starter, 50 responses/mo); annual billing saves up to 34%. No free plan; 14-day free trial.

No-code builder for multi-step form and quiz funnels, hosted on Heyflow domains or embedded on your site.

Strengths

  • Strong multi-step form and quiz funnel builder
  • Calculators, conditional logic and lead scoring via calculations
  • Native SMS OTP phone verification and partial submits

Limitations

  • Low response caps (50/mo on Starter) with €0.18 per extra lead
  • A/B testing, Salesforce and Klaviyo need Scale plus add-on bundles
  • No Shopify App Store listing found

4. Outgrow

Best for: Marketers who want calculators and outcome quizzes for lead capture, with native CRM integrations.
Starting price: Free plan (forms/surveys only, 100 leads/mo); paid from $14/mo for Freelancer Limited (250 leads/mo).

No-code builder for quizzes, calculators, assessments, polls, recommendation quizzes and simple landing pages.

Strengths

  • Wide range of interactive types, especially calculators
  • Popup embeds with time-delay and exit-intent triggers
  • Native HubSpot, Salesforce and Klaviyo integrations

Limitations

  • Quizzes, calculators and logic not on the free plan
  • Landing page type only on Essentials ($95+/mo) and up
  • No built-in A/B testing documented

5. Growform

Best for: Lead gen teams and agencies running paid ads to multi-step forms in finance, insurance, solar, legal and trades.
Starting price: From $63/mo billed annually ($79/mo monthly); 14-day free trial. Basic plan caps at 300 leads/mo, 3 active forms, 1 embed domain.

Multi-step lead form builder for paid traffic, with conditional logic, lead verification, consent certificates and ad pixel tracking.

Strengths

  • Built only for multi-step lead forms, with 250+ templates
  • Real-time phone and email validation plus TrustedForm and Jornaya consent certificates
  • Ad pixels can fire on any step and be blocked for disqualified leads

Limitations

  • HubSpot, Salesforce and Klaviyo connect via Zapier, not native integrations
  • A/B testing and calculations are listed as coming in 2026
  • Popups open only when a button is clicked; no scored quizzes or results pages

6. Marquiz

Best for: Small businesses and agencies wanting low-cost quiz and price-calculator funnels, mostly via Zapier or webhooks.
Starting price: Free plan (10 leads/mo); paid from $19 (Start, 30 leads/mo; billing period not stated). Plus from $39 for 100+ leads/mo. No annual price listed; 15% off for 6-month prepay.

Lead generation quiz builder with calculators, scoring, branching, popup and embed options, and simple hosted quiz landing pages.

Strengths

  • Low entry price and a permanent free plan
  • Built-in price calculator, scoring and branching logic on all plans
  • Quiz can be shown as a popup, with exit-intent and auto-open options

Limitations

  • No native HubSpot, Salesforce or Klaviyo integration found; uses Zapier, Pabbly or webhooks
  • Lead caps are low on lower tiers (10 free, 30 on Start)
  • A/B testing, branding removal and custom domains require the Plus plan

7. LeadsHook

Best for: Performance marketers, pay-per-lead sellers and agencies running paid traffic to complex qualifying funnels.
Starting price: From $99/mo billed monthly (up to 100K impressions/mo); no annual or free plan listed; 14-day trial

Lead generation platform that uses branching decision trees to qualify, verify and distribute leads.

Strengths

  • Deep branching decision trees with calculations
  • Real-time phone, email and SMS code verification
  • Lead distribution to multiple buyers, ping post and webhooks

Limitations

  • Usage-based pricing tied to monthly impressions; no annual or free plan
  • No native HubSpot, Salesforce or Klaviyo; uses webhooks, API node or Zapier
  • Popups and embeds are set up with code snippets

8. Jotform

Best for: Teams that need flexible general forms, scheduling or HIPAA-enabled intake, rather than conversion funnels.
Starting price: Free plan; Jotform says paid plans start at $19/mo (confirm on its pricing page)

General-purpose online form builder for forms, quizzes, payments, appointments and workflows, with a free plan.

Strengths

  • Free plan and large template library
  • Salesforce AppExchange app and native HubSpot integration
  • HIPAA-enabled forms with BAA on Gold and Enterprise

Limitations

  • No built-in A/B testing; Jotform's own guide uses a third-party tool
  • Klaviyo connection runs through Zapier
  • Popups are click or page-load lightboxes; no exit-intent trigger documented

The verdict

Choose ConvertFlow to qualify homeowners on your website with quiz funnels and popups, book appointments and test what converts. Its ConvertFlow AI runs agentic, automated A/B tests across landing pages, popups, quiz funnels and site content. Choose involve.me or Outgrow if instant price or savings calculators are the main hook, Heyflow for standalone multi-step funnels with SMS verification, Growform or LeadsHook for paid-traffic verification and consent capture, Marquiz for a low-cost quiz with a price calculator, and Jotform for general request-a-quote forms.

Frequently asked questions

What questions should a home services lead form ask?

Start with easy questions such as service needed and project type, then ask qualifying ones like zip code, homeownership, timeline and budget. Collect contact details near the end, once the visitor has invested in the form.

Can I give an instant estimate in a lead form?

Yes. involve.me, Outgrow, Heyflow and Marquiz include calculator features for price or savings estimates. ConvertFlow can show a quote range based on scored answers, but it has no dedicated calculator element.

How do I stop unqualified home services leads?

Ask disqualifying questions early (service area, ownership, project size) and use conditional logic to send poor fits to a resource page instead of your sales calendar. Phone verification also cuts fake leads.

Which tools book appointments from a lead form?

ConvertFlow's Scheduler element supports Calendly, Cal.com and HubSpot. involve.me and Perspective also offer calendar booking inside funnels.

Do these tools work with Google Ads landing pages?

Yes. Most can run as a hosted page or be embedded on your landing page. ConvertFlow works with Google Ads through GA4, Google Tag Manager or custom pixel scripts, and LeadsHook documents built-in Google Ads enhanced conversions.

Jon Denney
Co-Founder & C.O.O, ConvertFlow

Launch your funnel with ConvertFlow

Quizzes, popups, forms and landing pages in one no-code builder, connected to Shopify, Klaviyo, HubSpot and Salesforce.