Funnels is one of Nelson’s core modules. It lets you build multi-step funnels that capture leads, take applications, offer booking once a visitor qualifies, and take payment through Stripe, and every step feeds the same system as your CRM, marketing, calendar, and billing.
Build it in a visual editor. Start from a blank canvas, or ask Nelson’s AI Funnel Architect for a first draft built from your goal, your audience, and your offer. Then edit it step by step in the visual editor and publish when it’s ready.
Leads go straight into your CRM. When someone fills out a funnel, they’re added to Nelson’s CRM with the tags you set. Those tags can enroll them in your marketing sequences, so follow-up starts from the same place the lead came in.
Applications, forms, booking, and checkout. A funnel can ask application questions, include a connected form from Nelson Documents, offer booking after a visitor qualifies, and take payment with Stripe checkout. Card details are handled by Stripe, not stored by Nelson.
See how each funnel is doing. Track visitors, opt-ins, sales, and revenue for your funnels inside Nelson. If you advertise on Meta, you can also choose to send consent-based Meta Pixel and Conversions API events.
Share it your way. Publish a funnel to a public link, embed it on another site, or have a workspace admin connect your own domain.
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