Lead management features

Comprehensive software

Click on a feature to see why WhatConverts call tracking is different.

CRM Lead Valuation
CRM Lead Valuation

Set up integrations so that lead value is instantly transferred between WhatConverts and the CRM

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Export All Data
Export All Data

Download or send your entire data set with one click.

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Campaign Lead Valuation
Campaign Lead Valuation

Choose one campaign for a month and quickly assign value to leads

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Add Value in Leads Dashboard
Add Value in Leads Dashboard

As leads come in, they appear in your Leads Dashboard in WhatConverts where you can qualify and add sales value.

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Export Current Data Set
Export Current Data Set

Simply download only the visible columns you have pulled up in your dashboard.

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CRM Lead Qualification
CRM Lead Qualification

We can set up the WhatConverts integration with your existing CRM.

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Campaign Lead Qualification
Campaign Lead Qualification

Quickly qualify up to 50 leads in just 15 minutes.

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Lead Qualification Dashboard
Lead Qualification Dashboard

We made it easy to qualify leads within the ‘Live View’ WhatConverts dashboard.

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Email Notification Qualification
Email Notification Qualification

Within the email, simply click “Yes” or “No” to answer whether or not the lead is quotable.

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Filter/Group by Custom Field
Filter/Group by Custom Field

Different businesses may need different data fields, and WhatConverts knows that.

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Filter/Group by Product or Service
Filter/Group by Product or Service

Seeing leads grouped by product or service allows marketers, clients and business owners to gain deeper insights.

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Filter/Group by Landing & Lead Page
Filter/Group by Landing & Lead Page

If you know which page a user landed on, you’ll have clues about which keywords they used to find your site.

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Filter/Group by Campaign & Keyword
Filter/Group by Campaign & Keyword

Apply filters to group leads by specific keywords or campaigns to quickly see the results of your ad spend.

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Filter/Group by Source & Medium
Filter/Group by Source & Medium

Filtering and grouping tools allow you to examine a subset of leads from specific campaigns, sources or marketing channels.

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Assign Sales Value
Assign Sales Value

Calculate marketing ROI.

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Export Filtered Leads
Export Filtered Leads

Easily filter and export leads in real time from your WhatConverts Dashboard.

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Filter Leads by Source and Medium
Filter Leads by Source and Medium

Sort and filter leads so you can easily see which marketing is driving conversions.

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Search for Leads by Phone Number
Search for Leads by Phone Number

Find specific leads in seconds. Search by phone number or area code and identify contact information.

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Search for Leads by Name
Search for Leads by Name

WhatConverts instantly pulls Caller ID information, so you can quickly search for leads by name.

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Mike Levy

"WhatConverts has provided our team with an affordable and effective way to accurately and transparently track leads generated from our efforts for our clients, all while being incredibly simple to set up and manage. The WhatConverts platform has truly changed the game and is a robust tool for agencies to simplify and automate the lead tracking process."

Mike Levy, Search Engine Marketing Manager at Search Control
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Integrations

Over 1000 integrations available

WhatConverts works with software tools you already use, keeping your work efficient and familiar.

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