CRM Implementation Quiz

Leads for CRM and business automation

About this template

The CRM implementation quiz helps integrators and automation agencies get B2B leads with a ready brief. The client describes the business, team, current tools and budget and receives a personal CRM recommendation.

What's inside the template

industry: sales, services, manufacturing, logistics
how many people work with clients
current CRM or spreadsheets
what to automate
how much time automation would save
implementation budget

How the quiz works

The quiz opens with a start screen offering a bonus: a free consultation with an automation expert. The bonus motivates people to finish, so more of them reach the form. Next, the user answers a few short questions: answer options, photo cards, sliders or a date picker. Branching logic shows each person only the questions that matter to them. At the end they leave a name, phone or email, and the thank-you page delivers the bonus and links to your website or social media.

Who this template is for

This template suits CRM integrators, business process automation agencies, corporate software developers and sales consultants.

AdsQuiz builder features

different question types: lists, photo cards, slider, date and time, input fields, rating
logic and branching: different questions for different answers
points and result pages for tests and calculators
design themes, your own colours, logo and photos
custom domain, spam protection and a privacy policy link
team access with different roles

Where leads go

Every lead is saved in the built-in AdsQuiz CRM with the answers and UTM tags. Get leads instantly by email, in Google Sheets or in CRMs: KeyCRM, Kommo, Pipedrive, SalesDrive. Other services connect via Zapier, Make or Webhook. For ads, connect Meta Pixel, TikTok Pixel or Google Tag Manager to see which campaigns bring leads.

Launch the quiz in 20 minutes

Sign up for AdsQuiz: your first 100 leads are free.
Pick this template and adapt the texts, photos and bonus to your business.
Choose where leads go: email, CRM or Google Sheets.
Publish the quiz as a standalone page or embed it on your website as a block or pop-up, and run your ads.

More ready-made quizzes for this industry in the “Digital Agencies” category.

Tip: Use the answers about budget and team size to prioritise leads: large teams without a CRM are the hottest. A "Our clients" page with logos and cases builds trust before the contact form.

Setting up a quiz

To your website

Add the code of our service to your website and collect additional applications without transferring users to third-party resources.

You can install the quiz on your website as:

embedded block
pop-up
chat form
side panel
interactive hint
launch button

Try it out

Frequently asked questions

What is a quiz and how does it work?

A quiz is an interactive questionnaire or test that helps engage customers and collect contact information. You create a series of questions relevant to your business field, and users answer them. As a result, they receive a personalized response or offer, such as a discount or product selection.

Can I create a quiz without any experience?

Yes, our service is easy to use! With our user-friendly builder, you can create a quiz in 10–15 minutes, even without prior experience. We also offer ready-made templates for various businesses.

Can I integrate the quiz with a CRM or other platforms?

Yes, our service supports integration with popular CRMs, email services, chatbots, and other tools. You can automatically collect contacts, send messages, or set up a sales funnel.

How much does it cost to use your service?

We offer several pricing plans suitable for small businesses and large companies. There is also a free plan to try out all the basic features. You can review the pricing plans here.

Will I get a discount if I pay annually instead of monthly?

Yes, by paying annually, you get a discount! This is more cost-effective than monthly payments. Annual plans allow you to save up to 20%, depending on the package you choose. You can check the pricing plans and discounts here.

Can I embed the quiz on my website?

Yes, of course! You can easily embed the quiz on your website. After creating the quiz, you will have access to a unique embed code (iFrame) or a link. Simply copy the code and add it to the desired section of your website. Learn more here.

You can use

AdsQuiz in advertising

Registration

Facebook pixel

Google Analytics

Facebook Conversions API

APIxDrive

Google Tag Manager

Google Sheets

Zapier

Kommo

Make

Mailchimp

Webhook

KeyCRM

Pipedrive

SendPulse

TikTok Pixel

Registration

One quiz, three ways to show it

Different pages call for different formats, and one rigid widget rarely fits them all. AdsQuiz can sit inline inside the page content, open as a pop-up or wait behind a side button. On a landing page it can be the main element, while on a blog it can stay out of the way until someone is interested. You choose the format that suits each page instead of redesigning the page around the tool.

Adding the quiz to your website takes a single snippet of code. It works on WordPress, Shopify, Wix, Webflow and practically any other platform. There is no plugin to maintain and no risk of breaking your site's layout. If you have no website at all, the quiz also runs as a standalone page with its own link. Updates to the quiz appear on the site automatically, without touching the code again.

Using several formats at once helps you catch visitors at different moments. A side button reminds people about the offer while they read, and a pop-up can appear when they reach a key section. All answers still flow into the same lead list, whichever way the visitor entered. You can compare formats in Google Analytics and keep the ones that convert best.

Notifications work the same for every placement. With e-mail alerts, your team learns about each new lead seconds after it arrives. Managers do not need to know or care which widget the client used. You get more flexibility on the front end without adding any complexity to the work behind it. The back office stays exactly as simple as before.