Comprehensive Lead Tracking and Reporting Software for Marketers
Grade: B — Score: 78/100
WhatConverts leverages advanced technology to track calls, forms, and chats, linking them back to specific marketing sources. This enables businesses to gain insights into which channels are driving the most valuable leads.
The platform streamlines workflow by consolidating lead data from multiple sources into a single dashboard, allowing users to search, filter, and qualify leads efficiently. This organized approach helps marketers and agencies demonstrate the effectiveness of their campaigns.
However, businesses must be aware of potential risks such as data privacy concerns and the need for proper integration with existing systems. Ensuring compliance with regulations like GDPR is crucial for maintaining customer trust.
Individual Call Tracking: $30/month + usage
Individual Plus: $60/month + usage
Individual Pro: $100/month + usage
Individual Elite: $160/month + usage
Agency Plus: $500/month + usage
Agency Pro: $800/month + usage
Agency Elite: $1,250/month + usage
Consider switching to CallRail: CallRail offers similar call tracking features but may have different pricing structures and integrations.
Both platforms track marketing calls, but WhatConverts is organized around one lead manager for calls, forms, chats, and ecommerce transactions. It also connects qualification, lead values, customer journeys, and agency reporting to those lead records. CallRail may fit teams prioritizing call-centric automation such as Voice Assist, while WhatConverts may fit agencies that need several lead types and marketing revenue attribution in one workflow. WhatConverts reserves customer journeys and AI Lead Intelligence for Elite plans.
Yes. WhatConverts can capture calls, text messages, web forms, chat conversations, appointments, and supported ecommerce transactions, then attach source, campaign, keyword, landing-page, and visitor information to the lead. The Lead Manager keeps those conversion types in one dashboard for qualification, valuation, filtering, and reporting. Customer Journey and multi-click attribution require an Elite plan.
WhatConverts can send a conversion when a new lead arrives, when a sales value is added, when a lead is marked quotable, or when a Lead Intelligence rule triggers. You can pass quote value or confirmed sales value so Google Ads optimizes toward lead quality and revenue rather than raw volume. Elite users can also use AI or rules-based qualification before a conversion is sent.
The two systems can credit the same lead to different sources because their attribution rules and conversion windows are not identical. WhatConverts may attribute a lead to an earlier organic interaction while Google Ads credits a later paid click. Mismatches can also occur when a Google call extension uses a number that WhatConverts is not tracking, or when the selected Google Ads conversion action does not match the lead event being sent.
Yes. WhatConverts documents connections with GA4, Google Ads, Microsoft Ads, Meta, HubSpot, Salesforce, Zoho, Pipedrive, ServiceTitan, Jobber, Housecall Pro, Shopify, WooCommerce, and reporting platforms such as AgencyAnalytics. Its API, webhooks, Zapier, Make, and similar automation services extend the integration surface. CRM and field service integrations can return quote values, transaction details, and closed-sale outcomes to the original lead record.
Yes. Agency plans provide unlimited client accounts, and the account hierarchy keeps each client's tracking, leads, users, and reporting separated. White labeling is an additional $50 per month and can replace WhatConverts branding, apply agency colors, customize the login experience, and use a custom domain. Custom and scheduled reports start with Pro-level plans.
WhatConverts uses a dynamic number pool to replace the displayed website number with a tracking number based on each visitor's session and marketing source. Calls still route to the destination number chosen by the business, while WhatConverts records the source, campaign, keyword, landing page, and visitor journey. The required pool size depends on concurrent website traffic, so high-traffic sites may need more tracking numbers.
Yes. You can place a WhatConverts tracking number on a Google Business Profile so calls from Google Search, Maps, and the business listing route through that number and appear as attributed leads. This setup is separate from the dynamic number pool used for website visitors. Businesses should follow the vendor's setup instructions carefully rather than assuming a website tracking number will automatically cover profile calls.
Elite plans include AI Lead Analysis and Ask AI Lead Intelligence rules for call transcripts, form messages, and chat conversations. The system can generate summaries, detect intent and sentiment, extract topics or keywords, answer custom questions, and store the results in fields used for reporting or automation. AI results can also help trigger qualification or advertising conversion workflows. AI analysis is usage-based and may add charges beyond the base subscription.
Yes, on Pro and higher plans when HIPAA is enabled for the relevant profile and a Business Associate Agreement is in place. WhatConverts says lead and call data is encrypted, access is logged, and potential protected health information is removed from email notifications. Users must log in to view complete lead details, and call recordings cannot be downloaded from a HIPAA-enabled account.
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