WhatConverts
Lead management features

Comprehensive software

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

White Label Lead Management White Label Lead Management

White label lead management gives your agency a better chance to retain clients, attract new clients, and maximize your value.

CRM Lead Valuation CRM Lead Valuation

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

Export All Data Export All Data

Download or send your entire data set with one click.

Campaign Lead Valuation Campaign Lead Valuation

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

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.

Export Current Data Set Export Current Data Set

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

CRM Lead Qualification CRM Lead Qualification

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

Campaign Lead Qualification Campaign Lead Qualification

Quickly qualify up to 50 leads in just 15 minutes.

Lead Qualification Dashboard Lead Qualification Dashboard

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

Email Notification Qualification Email Notification Qualification

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

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

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

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.

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.

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.

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.

Assign Sales Value Assign Sales Value

Calculate marketing ROI.

Export Filtered Leads Export Filtered Leads

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

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.

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.

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.

Morgan  B.
“We have had tons of issues attributing specific leads to specific channels. WhatConverts has been such a huge help in seeing the lead quality and lead sources for our campaigns. When we don't have client site access, it's very helpful for us to read form fills in the WhatConverts platform and see where that form fill came from.”
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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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14 days free trial Easy setup Dedicated support
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