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Qualyo

SaaS

Qualyo evaluates inbound leads against criteria you define and routes each one to the next step, such as booking a call, nurturing or manual review.

qualyoforms.com
Qualyo homepage screenshot

About Qualyo

Qualyo is a hosted lead qualification tool for businesses that rely on inbound inquiries. Instead of letting every lead book a discovery call, you define what a good lead looks like, and Qualyo captures context from each inquiry, evaluates fit against criteria such as budget, project fit, timeline and ideal customer, and routes the lead accordingly.

Outcomes include booking a call, sending the lead to the team, flagging it for review, nurturing it or pointing it to a resource. The site offers templates for agency project qualification, SaaS demo qualification, consultant discovery, paid-ad leads, multi-path inbound routing and service-specific routing, plus use-case pages for agencies, consultants and SaaS sales teams. An API with 14 endpoints and an MCP guide for operating it from Codex, Claude Code or another MCP client are documented.

Key features

  • Criteria-based lead qualification
  • Routing to booking, review, nurture or resources
  • Ready-to-customize qualification templates
  • Context capture from each inquiry
  • API with documented endpoints
  • MCP integration for AI clients

Good fit for

  • Agencies filtering project inquiries before discovery calls
  • SaaS teams routing demo requests by fit
Tags
lead-qualification
lead-routing
crm
forms
mcp
api
sales

Qualyo: questions and answers

What is Qualyo used for?
Qualyo evaluates inbound leads against criteria you define and routes each one to the next step, such as booking a call, nurturing or manual review. It is a good fit for agencies filtering project inquiries before discovery calls and SaaS teams routing demo requests by fit.
Is Qualyo free?
Yes. Qualyo has a free plan.
Is Qualyo open source?
No. Qualyo is proprietary (closed-source) software and can't be self-hosted. In the CRM category, open-source options include Relaticle, Twenty and Krayin CRM.
What are some alternatives to Qualyo?
Qualyo competes with Chili Piper, Typeform and Heyflow.

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