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EngagePro™ - Lead Widget Overview

The Quantiv's EngagePro™ - Lead Widget is a lightweight, high-converting widget that helps CRM and App Providers empower their Clients to generate qualified leads effortlessly. The flow is displayed as an overlay popup on the Client’s website (via script) or accessed via a Quantiv-hosted page. It can also be shared through QR codes and direct links — ideal for both digital and offline marketing.

The experience offers homeowners an instant roofing estimate in under 30 seconds while collecting detailed lead data — fully branded and seamlessly integrated.

💡 Benefits

For CRM & App Providers

Quantiv enables you to deliver real, measurable value to your Clients by offering them a turnkey lead generation tool embedded in your product or service.

Key Benefits:

  • Boosts platform stickiness and Client's satisfaction

  • Easily generate, manage, and route widgets per Client

  • Brand each flow uniquely per Client

  • Widget Configuration Script for seamless and faster integration

  • Real-time lead capture for displaying to Clients (via webhooks)

  • API support

For Your Clients

Clients can start capturing leads immediately from their website, social media posts, email or print marketing, without needing developers or custom landing pages.

What They Get:

  • Fully branded widget customized to their business

  • Installed in minutes — no-code or low-code

  • Hosted page & QR codes for canvassing, print, social media

  • Instant estimates improve conversion rates

  • Real-time lead information (via your UI)

For Homeowners (End Customers)

The end user — the homeowner — gets an instant estimate with minimal effort.

Their Experience:

  • No phone calls or back-and-forth — just quick answers

  • A clear, simple form with progress steps

  • Estimate, callback booking, and project submission in under a minute


🔍 Example Flow

Want to see how it works?
Try our live demo to experience the entire lead generation process from a lead’s perspective:

🔗 Try the Example Lead Gen Flow


🚀 Getting Started

Before you begin, ensure the following:

  • You are a registered Quantiv Client
  • You’ve signed a contract and received your API keys

📘 New to Quantiv?
Check out our Getting Started guide to learn how to access the Widgets solution, obtain API keys, and set up your account.