A full conversion stack — from first click to signed customer.
Waypoint's prospect engagement and lead capture tools are essential for any business serious about converting website traffic into qualified leads. Designed for ease of use and fully customized to your brand, each tool guides visitors to the right content — and seamlessly into your sales funnel.
The website assistant that converts curious visitors into real opportunities.
Forms, chat, tours, scheduling, and surveys — all in one customized, interactive tool.
Navigator combines forms, live chat, virtual tour solutions, scheduling tools, and surveys into a single, fully branded experience. It lets every visitor self-serve and convert in their preferred way — without forcing them through a one-size-fits-all funnel. Your existing tech stack integrates seamlessly. AI Sales Assistant can also live inside Navigator as one of its button options, or run standalone on your site.
- Forms, chat, tours, scheduling, and surveys in one tool
- Fully customized to your brand, voice, and use case
- AI Sales Assistant can plug in as a button option inside Navigator
- Integrates seamlessly with your existing tech stack
Smart, conversational forms that capture more — without scaring prospects away.
Fully customizable digital forms that match your brand and your prospect's pace.
ProForms are smart digital forms designed to gather prospect information without the friction of a wall-of-fields form. Multi-step, branded, conversational. Use them for tour requests, content downloads, lead capture, or applicant intake — then sync the data directly to your CRM or marketing automation.
- Multi-step conversational flow that feels easy to complete
- Fully branded look and feel that matches your site
- Schedule tours, gate content, or capture lead details
- Direct sync to your CRM and marketing automation tools
Capture intent from prospects who aren't ready to talk yet.
Surface preferences and signals from the visitors most sales teams never see.
Not every prospect wants to fill out a contact form. Discovery Surveys collect valuable insights on customer preferences, lifestyle, and needs — engaging visitors who aren't ready to speak with a salesperson yet. Use the results to personalize the sales journey or feed automated marketing.
- Capture preferences and intent from passive visitors
- Personalize follow-up based on real responses
- Engage prospects who aren't sales-ready yet
- Power automated marketing sequences based on what they tell you
Never miss a buying moment again.
An always-on digital assistant that doesn't just capture inquiries — it contextualizes them.
AI Sales Assistant engages every visitor with intelligent, empathetic conversation that feels human. Whether it's 3 PM on Tuesday or 11 PM on Saturday, no buying moment is missed. AI Sales Summaries surface motivation drivers, timeline confidence, urgency clues, and next-step recommendations — equipping your team with context before the first conversation.
- Engages visitors with intelligent, empathetic conversation 24/7
- AI Sales Summaries surface motivation, urgency, and intent
- Eliminates "silent losses" — visitors who leave without converting
- Equip your sales team with context before the first conversation
Capture every applicant. Free up your HR team.
Most great candidates visit your careers page and never apply. Stop losing them.
The AI Recruitment & HR Assistant captures candidates in conversation, surfaces relevant open positions by location and role, and guides them straight to the application — while your competitors are still waiting on email replies. An internal HR assistant also handles employee questions about benefits, PTO, and policies.
- Automated job feed sync keeps every open role current across all locations
- Geographic and role-based job matching in real time
- Captures applicants 24/7, including nights and weekends
- Internal HR assistant for benefits, PTO, and policy questions
See exactly where conversions come from — and where they leak.
Premium Analytics makes marketing spend accountable and sales engagement targeted.
Premium Analytics pinpoints where conversion is leaking, which CTAs outperform, when prospects engage, and where sales teams stall. Track ProForms and Navigator performance in real time, surface what's working, and make data-driven decisions for future campaigns.
- Track ProForms and Navigator performance in real time
- See where conversion leaks and which CTAs win
- Source attribution from first touch to final conversion
- Data-driven decisions for future campaigns and strategies
Real-time human conversations, powered by our live chat partner.
A trusted partner solution, integrated into the Waypoint experience.
Sometimes a prospect just wants to talk to a real person. Through our live chat partnership, Waypoint customers get a fully integrated chat experience built for real-time human conversations. Live Chat sits inside Navigator as one of its button options — so when a visitor wants to escalate to a real person, they tap it directly from the Navigator menu. (Not currently triggered through AI Sales Assistant.)
- Real-time, human-to-human conversations via our live chat partner
- Seamless handoffs from Navigator and AI Sales Assistant
- Integrated into the Waypoint experience, no separate tools to manage
- Capture leads and gather feedback in the moment
Help prospects understand the value — not just the price.
Reframe price conversations around real cost-of-living comparisons.
The Senior Living Cost Calculator helps consumers appreciate the value of senior living while accurately estimating expenses, comparing options, and facilitating informed care decisions. It moves the conversation past sticker shock and into a transparent, side-by-side comparison.
- Accurate expense estimates based on real care needs
- Side-by-side comparison across care levels and floor plans
- Reframe price conversations around total cost of living
- Capture engaged prospects in the middle of their research
Know exactly which channels deliver the leads that close.
Track every lead from first click to signed customer.
Lead Attribution captures the full path from first click to conversion — including GCLID for Google Ads, true referrer for organic and direct, and source persistence across multi-session journeys. Connect website conversions to downstream sales outcomes and make every marketing dollar accountable.
- GCLID capture for Google Ads offline conversion uploads
- True-source attribution from first touch to final conversion
- Connect form submissions to signed customer outcomes
- Make marketing spend fully accountable, channel by channel
Some of our Happy Customers
