WhatConverts is a lead tracking and reporting platform designed to capture and analyze conversion data across multiple marketing channels. Built primarily for digital agencies, marketers, and businesses, the software aggregates lead information originating from phone calls, web forms, online chat widgets, and e-commerce transactions into a centralized dashboard. By connecting incoming conversions directly to specific marketing efforts, the platform enables organizations to evaluate which traffic sources, campaigns, ads, and keywords generate valid business inquiries rather than just basic web traffic.
The system operates by implementing a tracking code onto a target website, paired with dynamic phone number insertion and form selection configuration. When site visitors interact with telephone numbers, forms, or chat tools, WhatConverts captures marketing metadata such as source, medium, campaign, landing page, and search keywords using first-party data collection. For phone tracking, unique local or toll-free numbers are dynamically displayed based on visitor origin, allowing incoming calls to be recorded, transcribed using artificial intelligence, and mapped back to the precise campaign that prompted the contact.
Beyond basic conversion capture, WhatConverts includes built-in lead management functionality to assist users in qualifying and evaluating incoming leads. Within the live dashboard, users can review lead details, filter entries by specific criteria, and remove spam or non-saleable inquiries. The platform allows team members to assign monetary values to individual leads, either manually, through automated campaign valuation rules, or via bidirectional synchronization with customer relationship management software. This allows businesses to calculate return on investment based on financial value rather than raw conversion counts.
Reporting features within WhatConverts provide customizable analytics designed to distill marketing data into digestible summaries. Users can build multidimensional reports, compare performance across historical timeframes, and schedule automated summary updates to be delivered via email on a daily, weekly, or monthly schedule. For agencies managing external accounts, the software provides white-label capabilities that allow organizations to apply custom logos, domains, and branding to client portals and exported reports, disguising the underlying technology vendor.
Data security and regulatory compliance features are integrated into the platform's infrastructure. WhatConverts supports Health Insurance Portability and Accountability Act (HIPAA) compliance for secure handling of electronic protected health information across calls and forms. The platform also maintains compliance with the General Data Protection Regulation (GDPR) and UK GDPR, serving as a data processor and offering regional Data Processing Agreements that include standard contractual clauses, access controls, data encryption at rest and in transit, and documented subprocessor management.
Marketing agencies and PPC specialists use WhatConverts to track phone calls, form submissions, and chat interactions back to specific pay-per-click ad groups, ads, and keywords. By assigning dynamic phone numbers and tracking web form fills, marketers identify which search terms yield qualified prospective customers. This attribution data allows businesses to reallocate advertising budgets toward high-performing keywords, defend agency management fees with concrete evidence of lead generation, and eliminate ad spend on search terms that drive irrelevant or spam traffic.
Managing Call Routing and Interactive Menus
Multi-location businesses, franchises, and service providers utilize WhatConverts call flows to manage incoming phone calls and route prospective buyers efficiently. Organizations can configure custom interactive voice response (IVR) menus, establish geographic call routing to send callers to the nearest location, set up simultaneous multi-ring dialing, and schedule holiday or after-hours call redirection. Sales reps also receive pre-call audio greetings or whisper notifications containing marketing source details before answering, giving them context about the caller's origin prior to speaking.
Lead Qualification and Revenue Attribution
Businesses use WhatConverts lead management features to separate genuine prospective sales from junk, service, or existing client calls. Staff members can qualify leads directly inside the dashboard, mark inquiries as quotable via email notification links, or apply artificial intelligence analysis to detect buyer intent automatically. Furthermore, users assign actual or estimated financial values to qualified leads or sync closed sales values from CRMs, shifting performance measurement from cost-per-click metrics to verified revenue return on investment.
White-Label Reporting for Digital Agencies
Digital marketing agencies employ WhatConverts to deliver white-labeled reporting portals and automated lead updates to their client bases. Agencies customize the platform dashboard, client logins, and lead reports with their own logo, domain name, and visual branding. By presenting lead data, call recordings, and chat transcripts directly under agency branding, marketing teams can demonstrate their direct contribution to client business growth, improve client retention rates, and maintain a consistent branded professional experience across all client communications.
Multi-Channel Attribution for E-Commerce and Content
E-commerce retailers and digital publishers use WhatConverts to tie online transactions, contact form entries, and live chats to marketing campaigns. By integrating with store platforms like BigCommerce or WordPress, the platform appends marketing sources, campaign names, and keywords directly to customer order data. Store owners and marketers can analyze which landing pages, advertising creatives, and referral mediums drive online purchases, allowing them to optimize product sales funnels and track conversion value across all user contact methods.
Patient and Client Lead Management for Regulated Industries
Medical practices, legal firms, and financial institutions use WhatConverts to capture caller and form details while adhering to data privacy requirements. Healthcare facilities utilize HIPAA-compliant call and form tracking to keep electronic protected health information secure. Law firms and financial advisors use phone search, Caller ID lookup, and source identification to distinguish prospective new clients from existing account calls, ensuring intake staff prioritize revenue-generating inquiries while maintaining appropriate administrative data protections.
Alternatives to WhatConverts
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WhatConverts captures conversion data across multiple interaction channels on a website. The platform tracks incoming phone calls, online web form submissions, live chat conversations, and e-commerce transactions. Every captured lead is mapped back to its original marketing touchpoint, including the traffic source, medium, marketing campaign, specific advertisement, and search keyword that brought the visitor to the site.
How does call tracking work in WhatConverts?
Call tracking functions by assigning unique local or toll-free phone numbers to different marketing channels or site visitors using Dynamic Phone Number Insertion. When a prospective customer calls a tracking number, WhatConverts routes the call, records the conversation, generates AI transcripts, and logs the call as a lead alongside marketing attribution details such as campaign name, keyword, caller location, and landing page.
Is WhatConverts HIPAA compliant for medical and healthcare businesses?
Yes, WhatConverts provides HIPAA-compliant call tracking and form tracking functionality. The platform includes security protocols designed to keep electronic protected health information (ePHI) secure, restricting access exclusively to authorized personnel. Medical practices, plastic surgeons, dental offices, and healthcare providers can track marketing attribution for patient phone calls and online contact forms while maintaining regulatory compliance standards.
How does WhatConverts handle GDPR and UK data privacy regulations?
WhatConverts acts as a data processor under GDPR and UK GDPR regulations, providing regional Data Processing Agreements (DPAs) that incorporate Standard Contractual Clauses and CCPA/CPRA terms. The platform employs an appointed Data Protection Officer, maintains documented breach response procedures, encrypts data at rest and in transit, enforces access logging, and utilizes first-party data tracking rather than third-party cookies.
Can digital marketing agencies white label WhatConverts for clients?
Yes, WhatConverts provides white-label functionality for marketing agencies. Agencies can replace the vendor's branding with their own agency logo, custom domain, and visual styling across client dashboard portals, login pages, and exported marketing reports. This allows agencies to present lead management and call tracking tools under their own brand, helping establish value and improve client retention.
How does WhatConverts qualify and value incoming leads?
WhatConverts provides tools within its dashboard to evaluate lead quality and monetary worth. Users can eliminate junk or spam leads with one click, mark leads as quotable or unquotable via email notification links, or use artificial intelligence to detect buyer intent. Additionally, users can assign dollar values to leads directly in the dashboard or sync closed sales values from connected CRM tools.
What phone call routing options are available in WhatConverts?
WhatConverts includes call flow features that allow businesses to customize incoming call management. Users can set up interactive IVR menus, geographic routing to send callers to the nearest business location, simultaneous multi-number dialing, and scheduled redirects for holidays or after-hours calls. Additionally, sales reps can hear automated pre-call whisper announcements containing marketing source details before answering.
How does WhatConverts integrate with Google Analytics?
WhatConverts integrates with Google Analytics and Google Analytics 4.0 by sending conversion events for tracked phone calls, form fills, chats, and e-commerce transactions directly into GA. This includes sending iframe form submissions and web chat interactions as conversion goals, allowing marketers to analyze conversion funnels and tie digital analytics data back to specific marketing touchpoints.
How can users try WhatConverts before committing to a paid plan?
WhatConverts offers a 14-day free trial for new users. To start the trial, users register an account on the website by providing their name, email address, and a password. Organizations can also request a free live demo presentation delivered by a WhatConverts marketing expert to see the platform's lead tracking, reporting, and management features in real time.
What reporting and export options are available in WhatConverts?
WhatConverts offers custom report building, multidimensional charting, dimension grouping, and comparison across historical time periods. Users can save custom reports and schedule automated daily, weekly, or monthly summary email distributions. All lead data, including contact information and marketing attribution, can be exported in real time directly from the dashboard or sent instantly to CRMs via webhooks or API.
Who uses WhatConverts?
WhatConverts is designed for digital marketing agencies, PPC and SEO professionals, internal marketing departments, multi-location franchises, and businesses looking to evaluate marketing return on investment. The software serves organizations across diverse verticals, including healthcare, legal, financial services, real estate, automotive, hospitality, education, trade services, and manufacturing.
Agencies
Marketers
Franchises
Businesses
Hospitality
Finance and Insurance
Real Estate
Automotive
Health and Wellness
Doctors and Medical
Dental
Plastic Surgeons
Education
HVAC and Plumbing
Lawyers
Manufacturing
WhatConverts pros and cons
Until real users review WhatConverts, this tab shows what the vendor highlights and the points worth checking — never invented opinions.
What WhatConverts highlights
Consolidated lead tracking across phone calls, web forms, online chat, and e-commerce orders
Granular attribution linking leads to specific ad campaigns, ad content, keywords, source, and medium
Built-in lead management features allowing single-click lead qualification, spam blocking, and monetary valuation
White-label options permitting agencies to apply custom logos, domains, and reports for client presentation
HIPAA compliance capabilities and GDPR/UK GDPR support with formal Data Processing Agreements
First-party data collection framework avoiding reliance on third-party cookies
Points to check before choosing
Subscription pricing details and per-minute or per-number usage rates are not stated on the main web pages
Certain chat platform integrations, such as Intercom, require intermediary integration services like Zapier
Users must manually connect tracking numbers, tracking scripts, and web forms to configure attribution during setup
Advanced features such as unlimited account access are restricted to higher tier plans like Elite
WhatConverts features
Dynamic Phone Number Insertion
Dynamic Phone Number Insertion displays unique phone numbers to website visitors based on their marketing origin. By assigning specific numbers to individual traffic sources, campaigns, ads, or search keywords, WhatConverts tracks phone calls directly back to the exact marketing channel that prompted the visitor to call, enabling accurate offline conversion attribution.
Call Recordings and AI Transcriptions
Incoming calls captured by WhatConverts can be recorded, monitored, and downloaded without additional fees. The platform generates searchable artificial intelligence transcripts of conversations, enabling users to review phone lead details, evaluate conversation quality, extract business insights, and search transcript text without needing to listen to full audio files.
Interactive Call Flows and Routing
Custom call flows allow organizations to control how incoming phone calls are handled. Features include interactive voice response (IVR) menus, geographic routing to the nearest business location, simultaneous multi-number dialing, holiday and scheduled business hour redirects, automated call greetings, pre-answer call whispers for sales representatives, and post-call qualification prompts.
Complete Form Tracking
WhatConverts tracks web form conversions across websites, including standard contact forms, iframe forms, and WordPress submissions. The platform captures full form-fill details, connects form entries to marketing sources, sends instant email notifications with appended marketing metadata, and allows selective tracking configuration for specific forms across an organization's domain.
Chat Capture and Transcript Reporting
Web chat conversations are captured as conversion events alongside detailed marketing attribution. WhatConverts logs full chat ticket information, records complete chat transcripts, and connects live chat sessions to the visitor's traffic source, medium, ad campaign, and keyword, transferring chat conversion data to dashboards and external analytics tools.
E-Commerce Revenue Tracking
The platform captures e-commerce sales transactions and ties online order revenue back to the original marketing touchpoints. By appending source, medium, campaign, and keyword data to store transactions in platforms like WordPress or BigCommerce, WhatConverts enables store owners to evaluate online advertising ROI based on actual sales dollars generated.
AI Lead Analysis
Built-in artificial intelligence functionality evaluates incoming lead data to identify buyer intent automatically. By analyzing conversation contents and submission details, AI lead analysis assists businesses in identifying high-intent prospective customers and automatically categorizing leads as qualified without requiring manual staff intervention for every incoming entry.
Lead Qualification and Valuation
Users can evaluate and organize incoming leads through a dedicated live view dashboard. The tool allows team members to mark leads as quotable or unquotable via email or dashboard toggles, eliminate junk calls with one click, assign monetary values to inquiries, and sync lead values directly with connected CRM platforms.
Custom Report Builder
WhatConverts includes a reporting engine for creating, saving, and scheduling customized marketing reports. Users can group marketing data by source, medium, campaign, keyword, ad content, landing page, lead page, or day of the week, generating multidimensional charts, monthly summary reports, and automated daily, weekly, or monthly email distributions.
Agency White Labeling
Digital marketing agencies can customize WhatConverts to match their own corporate branding. White-labeling options allow agencies to replace vendor branding with their own logo, domain name, and visual layout across reporting portals, client login screens, and exported lead reports, helping retain clients and demonstrate agency value.
First-Party Data Tracking
WhatConverts captures lead data and web conversions using first-party tracking methods. By relying on first-party data collection rather than third-party cookies, the platform ensures long-term compliance with privacy changes and modern browser security restrictions while continuing to deliver accurate user touchpoint attribution across all digital campaigns.
Automated Spam Blocking
To keep reporting accurate and prevent wasted staff time, WhatConverts includes built-in automated spam filtering. The system references known spam lists to block junk phone calls and continuously updates its spam blocking algorithms to filter out automated robocalls and fraudulent form submissions before they register as valid leads.
WhatConverts pricing
We don't publish prices: they change often and differ by country. Check current plans on WhatConverts's own pricing page.
WhatConverts structures its service into distinct subscription tiers, including a Plus plan designed for a single account and an Elite plan that includes unlimited accounts for managing multiple sub-accounts or clients. The platform offers a 14-day free trial requiring a name, email address, and password to sign up. Specific subscription pricing details and billing frequencies are not disclosed on the main website pages.
WhatConverts offers over 1,000 software integrations, enabling businesses to connect lead tracking data with external customer relationship management platforms, analytics software, form builders, live chat tools, and scheduling applications. Data transfer occurs via direct native integrations, real-time webhooks, real-time API access, and third-party automation tools such as Zapier, Pabbly Connect (connecting 400+ applications), and Integrately (connecting 300+ applications).
Acuity Scheduling
AgencyAnalytics
BigCommerce
Bing Ads
Blazeo
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Calendly
CallRail
ClickFunnels
Cognito Forms
Contact Form 7
Crisp
Customerly
Drift
Elementor Contact Forms
Facebook Ads
Facebook Messenger
Formidable Forms
Formsite
Formstack
Google Ads
Google Analytics
Google Analytics 4.0
Google Looker Studio
Gravity Forms
HubSpot CRM
Hubspot Forms
Insightly
Instapage
Integrately
Intercom
JivoChat
Jobber
JobNimbus
JotForm
Justuno
Landbot.io
Landingi
LeadPages
LeadsBridge
LiveAdmins
LiveChat
Mixpanel
Ninja Forms
Octoboard
Olark
OnePageCRM
OptinMonster
Oviond
Pabbly Connect
Pipedrive
PipelineDeals
Slack
Tawk.to
Unbounce
VWO
WordPress
Zapier
Zoho SalesIQ
WhatConverts support
WhatConverts provides customer support via telephone for both US and UK regions, reachable at +1-704-469-5324 and +44-20-4587-1046 respectively. Users can also contact support via email at support@whatconverts.com for standard inquiries and Data Processing Agreement administration. Prospective and current clients can request a live product presentation and platform demonstration with a company marketing expert through the website. Additionally, a help center with topic guides and an email newsletter featuring marketing strategies are available.
phone
email
live demo presentation
help center
newsletter
WhatConverts reviews
We don't show a rating for WhatConverts until at least 10 real users have reviewed it — so far, 0 of 10. Reviews are read and approved by hand; none are identity-verified, but none are bought or invented either.
How this page was made
Prepared by our automated operator · Awaiting review by the publisher (not shown to search engines until approved)
This page was written with AI from 9 pages of whatconverts.com's own website (read on Sep 16, 2026) and checked automatically: no copied wording, no prices, and no figure that isn't on the vendor's site. Nobody on our team has tested WhatConverts.
