WhatConverts
Key Info:
WhatConverts is a cloud lead tracking, management and reporting platform for marketers, agencies and businesses. It brings calls, forms, chats, appointments, transactions and other tracked conversions into one workspace where teams can qualify, organize and value leads.
Details
Capture and attribution
WhatConverts captures several inbound lead types, including calls, forms, chats, appointments and transactions, and connects them with marketing-source information. This can help a team compare channels using actual enquiries rather than clicks alone. A pilot should cover each enabled capture method, consent expectations, duplicate submissions and traffic without campaign parameters, then verify which attribution details are retained from first visit through conversion.
Lead Manager workspace
The Lead Manager centralizes records in a sortable and filterable table with an overview chart. Users can select columns, create saved views, group records and open lead details for context such as customer journey, recordings, transcripts or submitted information where supported. The current official help interface shows summary metrics for total leads, lead types, quotable status, quote value, sales value and conversion rate. Test role visibility and saved-view behavior with representative agency and client accounts.
Qualification and value
Teams can mark whether a lead is quotable, add custom fields and assign quote or sales values. Lead Intelligence can automate some classification and send qualified outcomes back to advertising platforms. These features depend on consistent definitions. Before automation, document what counts as a valid, qualified and sold lead, how values are updated, and who may override an automated result. Review samples regularly so reporting does not reward volume while hiding poor lead quality.
Reporting and integrations
Standard and custom reports connect lead sources with quality and revenue measures. Data can be exported or exchanged with CRM, advertising and reporting tools through integrations. WhatConverts states that more than 1,000 integrations are available. During evaluation, reconcile a fixed set of leads across the source, WhatConverts and one destination, checking field mappings, timestamps, currencies, retries and late sales updates rather than accepting dashboard totals without comparison.
Operational fit
WhatConverts may suit agencies that manage several client accounts and businesses that need marketing attribution across different inbound channels. It is not a substitute for a full sales pipeline when the main requirement is opportunity stages, forecasting or account management. Confirm which system owns contact data, qualification, revenue and retention so staff do not maintain conflicting versions of the same lead.
Implementation checkpoint
Begin with one profile, two capture methods and one reporting destination. Define tracking scope, consent, duplicate handling, required columns, qualification rules, values, access roles and deletion procedures. Run a fixed test set from campaign click to closed outcome, reconcile every record and confirm that failures are visible. Expand only after stakeholders agree on metric definitions and operators can explain how each reported lead and value was produced.