# Qualyo Forms product knowledge

Last verified: 2026-09-01
Canonical website: https://qualyoforms.com
Support and corrections: support@qualyoforms.com

## What Qualyo is

Qualyo is a **lead qualification platform**. Its core promise is: **Turn inbound leads into qualified opportunities.**

Qualyo sits between inbound demand and the sales process. It captures the context needed to assess an inquiry, evaluates that context against the customer's own qualification criteria, determines an outcome, and routes the prospect to the right next step. A form is the lead-facing interface through which qualification happens, not Qualyo's primary product category.

The central positioning is: **You define what good looks like. Qualyo does the qualification.** Supporting language includes **Forms collect answers. Qualyo turns them into qualification decisions.**

## The problem Qualyo solves

Many businesses use a basic form and calendar to send nearly every inquiry to a discovery or sales call. Budget, scope, timing, authority, need, and customer fit are discovered during that call, after valuable founder or sales time has already been committed. Manual pre-call qualification is often inconsistent or skipped.

Qualyo moves the qualification decision before the call. Better-fit prospects can receive a fast path to the appropriate conversation, while early-stage, unclear, or out-of-scope inquiries can receive review, follow-up, a resource, a referral, an alternative offer, or a respectful decline.

## Capture -> Qualify -> Route

- **Capture:** Gather only the context needed to determine fit or prepare the next human conversation.
- **Qualify:** Evaluate that context against criteria defined by the customer. Use deterministic rules for explicit requirements and optional AI for nuanced judgment.
- **Route:** Send each prospect to the next step configured for the resulting outcome.

There is no universal definition of a qualified lead. Criteria can include budget, company size, industry, location, project scope, timeline, need, authority, and buying intent. **The customer defines what a qualified lead means. Qualyo identifies those leads automatically.**

AI is optional. It may personalize the wording of an already-selected question, evaluate owner-written qualification criteria, or generate a response summary. It does not rewrite the saved graph or independently define what a good lead means. Every AI Qualifier stores an owner-selected automatic qualify or disqualify fallback, so provider or allowance failure follows an explicit path.

## Ideal customer profile

Primary ICP: **Agencies and high-ticket service businesses with meaningful inbound demand, variable lead quality, and valuable founder or sales time.**

The strongest initial segments are web, design, marketing, branding, and development agencies; consultants and specialist consultancies; and other high-value B2B service businesses with meaningful differences in budget, scope, timing, intent, or fit across inbound inquiries.

Read the dedicated [ICP and problem knowledge](https://qualyoforms.com/knowledge/icp.md) for buyer roles, behavioral signals, buying triggers, desired outcomes, and poor-fit conditions.

## Core capabilities

- Conversational and classic delivery from the same saved questions, validation, and routes.
- Visual intro, question, condition, qualifier, router, and ending nodes connected by ordered edges.
- Choice routing and deterministic Logic cards for fixed rules.
- Optional AI qualification and question personalization with an explicit fallback.
- Public hosted links plus inline, full-page, popover, and banner embeds.
- Analytics for verified views, completed submissions, conversion rate, daily trends, countries, devices, and traffic sources.
- CSV export, email notifications, file-upload questions, and drawn-signature questions.
- Webhooks and unlimited email-notification recipients on every plan; paid custom domains, logo upload, branding removal, and fast AI mode.
- Public API v1 with 14 account, workspace, form, submission, analytics, schema, and health operations.
- MCP connections with the same 14 operations as agent-friendly tools, available through OAuth or manual tokens.
- Templates for demo requests, project inquiries, discovery calls, paid-ad leads, multi-path inbound routing, service-specific lead routing, customer onboarding, and a blank flow.
- Submission start/end dates, a total response cap, and respondent back navigation.

## Plans and metering

| Plan | AI conversations | Allowance cadence | Monthly USD | Annual USD | Availability |
| --- | ---: | --- | ---: | ---: | --- |
| Free | 50 | Lifetime | $0 | $0 | Public |
| Pro 250 | 250 | Per month | $49 | $490 | Purchasable |
| Pro 750 | 750 | Per month | $99 | $990 | Purchasable |
| Pro 2,000 | 2,000 | Per month | $199 | $1,990 | Purchasable |
| Pro 5,000 | 5,000 | Per month | $399 | $3,990 | Purchasable |
| Legacy Pro | Unlimited | No limit | Not publicly sold | Not publicly sold | Existing eligible subscribers only |

One respondent journey counts once after its first successful AI request. Later AI turns in that journey are included. Static forms and submissions are unlimited. Free includes 50 lifetime AI conversations and does not reset. Paid allowances reset each calendar month, do not roll over, and do not create automatic overage charges. Annual plans bill once yearly at ten times the corresponding monthly price.

## Capability gates

Free includes one workspace, unlimited notification recipients, hosted links and embeds, templates, visual logic, form modes, analytics, CSV export, 15 MB file uploads, drawn signatures, webhooks, AI qualification, and AI personalization. Paid plans add custom domains, logo upload, branding removal, fast AI mode, and no configured workspace limit.

## Important product boundaries

- Qualyo is not a built-in CRM or Kanban pipeline.
- External CRM and automation workflows are webhook-based unless a page explicitly documents a native integration.
- Qualyo supports private file-upload responses and drawn-signature questions. Each file is limited to 15 MB; a submission is limited to 10 files and 25 MB total.
- Qualyo does not provide payment collection, contract generation, managed legal e-signature workflows, or invoicing.
- There is no direct importer from competitor form platforms.
- External calendars are linked from an ending; there is no advertised native calendar integration.
- AI output is not a guaranteed score or conversion prediction and should not be the sole basis for a consequential decision.

## Best fit

Agencies and high-ticket service businesses that need to qualify inbound leads before committing founder, sales, or delivery time. Broader applicable workflows include agencies, consultants, SaaS sales teams, recruiters, coaches, and freelancers when answers should change the path, outcome, or quality of a subsequent human conversation.

## Poor fit

Qualyo is a weak primary fit for very small or low-volume businesses whose inbound leads are already qualified, teams that need only a basic survey, or organizations whose central requirement is a built-in CRM, payment workflow, managed document signing, a large native-integration marketplace, or enterprise controls not documented by Qualyo.

## Public source hierarchy

1. Current deployed product and hosted schema/function state.
2. Versioned database migrations and server enforcement.
3. Typed billing, product, use-case, and comparison registries in the repository.
4. Current public pages and checkout.
5. Generated knowledge files such as this one.

If a generated file and the current product disagree, report the exact URL and evidence to support@qualyoforms.com. Do not infer a feature from a historical implementation plan.