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
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.
Open-source alternatives to Qualyo
See all
Relaticle
CRM
Open-source CRM with native AI agent support. 37 MCP tools, REST API, self-hosted. Built w
AGPL-3.0vs Attio★ 1.8k
Twenty
CRM
The #1 Open Source CRM for modern teams. Modular, scalable, and built to fit your business
OSSvs Salesforce★ 58k
Krayin CRM
CRM
Krayin CRM is Free & Open Source CRM Built with Laravel for Customer, Lead, and Sales Mana
MITvs Salesforce★ 24k
SuiteCRM
CRM
SuiteCRM - Open source CRM for the world
AGPL-3.0vs Salesforce★ 5.8k
Frappe CRM
CRM
Fully featured, open source CRM
AGPL-3.0vs HubSpot★ 3.7k
EspoCRM
CRM
EspoCRM – Open Source CRM Application
AGPL-3.0vs Salesforce★ 3.4k
SaaS alternatives to Qualyo
See all
Chili Piper
Scheduling
Meeting booking and lead routing tool for B2B sales teams
SaaS
Typeform
Forms & Surveys
Typeform is an online form and survey builder known for conversational, one-question-at-a-time forms used for data collection and feedback.
SaaS
Heyflow
Forms & Surveys
No-code funnel and multi-step form builder for lead generation
SaaS
involve.me
Forms & Surveys
Builder for quizzes, calculators, forms and lead funnels
SaaS
Setter AI
CRM
AI assistant that follows up with new leads within seconds and books qualified prospects into meetings
SaaS
Follow Up Boss
CRM
CRM and lead routing for real estate agents and teams
SaaS

