Module 02 of 06 · Funnel Builder

Stack pages, forms and logic into a flow that converts.

A funnel is a series of pages with intent. Capture a lead. Qualify with three questions. Branch on the answer. Convert — or route to nurture. AuriusCRM gives every step a conversion rate, and "add next step" is one click away.

9Step types
7Pre-built templates
Branches per step
0Code required
Nine step types · combine them however

Every step is a page. Every page knows its job.

Drag a step type onto the canvas. AuriusCRM wires the routing, tags the contact, fires the metric. You write the copy. That's it.

01 · Landing

Capture page

Hero + form. The one job: turn a stranger into an email address. Single-field form converts at 3–4× a 5-field one.

Tracks: visit · form started · form submit

02 · Branch

Qualifier page

2–4 multiple-choice questions. Answers route the contact and tag them automatically.

Tags: auto on submit · score deltas optional

03 · Logic

Branch node

"If team_size > 50 then enterprise demo, else SMB self-serve." Multi-branch trees too — 3 or 4 paths, no nested ifs.

Branches: unlimited · condition on any tag / score / field

04 · Value

Nurture page

Educational content between capture and offer. Article, video, mini-course. Counts as "engaged" if time-on-page > 30s.

Tracks: dwell time · scroll depth · CTA clicks

05 · Offer

Offer page

Price · plan · feature comparison. CTA-heavy. Built-in pricing table widget makes this fast.

Variants: A/B per pricing tier · split test built-in

06 · Close

Conversion page

Calendar widget, checkout link, signup form. The step that creates the deal in CRM and fires the "won" webhook.

Fires: deal.created webhook · revenue attribution

07 · Recovery

Re-engage / exit-intent

Triggered when a contact stalls. Offer a discount, a shorter demo, a "no thanks" link. Recovers ~12% of would-be drop-offs.

Trigger: 24h since last step + no progress · or exit-intent

08 · Scheduling

Calendar / booking step

Native calendar widget. Time-zone aware, syncs with Google Calendar / Outlook via OAuth. Confirms with a "What's next" page.

Integrates: Google · Outlook · Apple · iCal

09 · Thanks

Confirmation page

Closes the loop. "What happens next" copy, calendar invite download, social share. Fires the funnel-complete event.

Tracks: share clicks · calendar-add · funnel.complete

Per-step conversion analytics

See the leaky step in seconds — not after a quarterly review.

Every step surfaces visits, conversion %, drop-off count, and median time-to-next. The big red number on a step IS the action item. Click any row to see who dropped off and why.

When a step's drop-off rate jumps 15% week-over-week, AuriusCRM pings the funnel owner. No spreadsheets, no weekly review meetings.

Funnel: Webinar registration last 7 days · 1,000 visits
Landing visit 1,000 100%
Form started 620 62%
Form submitted 420 −32%
Qualified 280 28%
Demo booked 88 9%
A/B variants · auto-promote winners

Ship two versions of any step. Keep the one that converts.

Split traffic 50/50 across two variants of the same step. Once statistical significance hits 95% confidence, AuriusCRM auto-promotes the winner and archives the loser. The variant log stays for audit.

No external A/B tool. No "data analyst, please calculate". The funnel just gets smarter while you sleep.

Step 01 · Capture page · 7-day test
Variant A · control

"Sign up for our webinar."

14.2% loser
500 visits · 71 conversions
Variant B · auto-promoted

"Ship without breaking — Friday at 2pm."

22.4% winner · 95%
500 visits · 112 conversions · +57% lift
Pre-built funnel templates · clone & ship

Seven funnels we'd build for you. Cloneable in one click.

Each template ships with copy, structure, qualifier questions, and analytics wiring. Clone, swap the brand and the offer, ship.

Webinar registration

4 steps · ~22% convert

Landing → qualifier → confirmation → calendar invite. Best for top-of-funnel SaaS.

Lead magnet

3 steps · ~38% convert

Free PDF / template / checklist. Email-gate; sends the asset on submit.

Free trial signup

5 steps · ~14% trial

Plan picker → signup → workspace name → onboarding → first-run.

B2B demo book

5 steps · ~8% book

Qualifier (team size + budget) → SDR triage → calendar → confirmation.

SaaS upgrade

3 steps · ~31% upgrade

In-app funnel: trigger → pricing → checkout. Auto-fires on free-plan limits hit.

Quick survey

3 steps · ~64% complete

NPS or feedback. 1 question per step keeps completion high.

Event RSVP

4 steps · ~28% RSVP

Hero + countdown → guest info → dietary prefs → confirmation + add-to-calendar.

Drop-off detection · proactive alerts

"Step 3 broke this week." — pinged before you ask.

AuriusCRM watches every step's drop-off rate over a 14-day rolling window. When a step's drop jumps more than 15% week-over-week, the funnel owner gets a Slack ping (or email, or webhook). The notification names the step and shows the cohort.

Catching a leaky funnel in two days > catching it in a quarter.

Build the funnel. Watch the numbers. Promote the winner.

The playground at demo.auriuscrm.com builds a real funnel page in 90 seconds. No signup. See how it feels before you ship.