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.

More details
CRM Lead Valuation
CRM Lead Valuation

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

More details
Export All Data
Export All Data

Download or send your entire data set with one click.

More details
Campaign Lead Valuation
Campaign Lead Valuation

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

More details
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.

More details
Export Current Data Set
Export Current Data Set

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

More details
CRM Lead Qualification
CRM Lead Qualification

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

More details
Campaign Lead Qualification
Campaign Lead Qualification

Quickly qualify up to 50 leads in just 15 minutes.

More details
Lead Qualification Dashboard
Lead Qualification Dashboard

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

More details
Email Notification Qualification
Email Notification Qualification

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

More details
Filter/Group by Custom Field
Filter/Group by Custom Field

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

More details
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.

More details
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.

More details
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.

More details
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.

More details
Assign Sales Value
Assign Sales Value

Calculate marketing ROI.

More details
Export Filtered Leads
Export Filtered Leads

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

More details
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.

More details
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.

More details
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.

More details
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.”

Morgan B., Digital Strategist
Schedule a Demo

Want to see it in action?

See WhatConverts work in real-time. Request a FREE live demo presentation with a WhatConverts expert.

Schedule a Demo
Integrations

Over 1000 integrations available

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

ready to get marketing clarity?

Grow your business with WhatConverts

14 days free trial Easy setup Dedicated support
G2 Users Love Us Badge
G2 High Performer Badge
G2 High Performer Small Business Badge
G2 Momentum Leader Badge
G2 High Performer Europe Badge