Convertr Features
Lead Intelligence (7)
Market Insights
Provides tools that help identify key topics that are trending, as well as the content that customers are more likely to engage with.
Account-level Insights
Helps determine the correlation between ad exposure and site visits, assets downloaded, content, leads generated, etc.
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Lead Validation
As reported in 10 Convertr reviews.
Product accurately cleans, deduplicates, and verifies lead data.
Lead Enrichment
Product enriches existing lead data with missing information.
Lead Quality
Based on 10 Convertr reviews.
Product provides accurate, up-to-date contact information for leads, such as email address or phone number.
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Lead Management (3)
Segmentation
Provides customer and prospect segmentation capabilities, which in turn assists marketing prioritization and effectiveness.
Predictive Scoring
Automatically scores prospects based on behavior and engagement levels.
Account Identification
Helps identify and distribute accounts internally, giving prioritization to those that are more likely to convert to sales.
Marketing Campaigns (5)
Omni-Channel Tracking
Provides tracking across multiple digital advertising channels, such as video, mobile, and social media.
Revenue Planning
Helps allocate marketing budget based predicted amount of incoming revenue.
Media Attribution
Assists in the attribution of marketing budget by identifying successful campaigns and initiatives.
Opportunity Timeline
Provides a timeline to visualize the effects of individual campaigns, leads, and other opportunities.
Customization
Allows for custom report types to match the goals of a company.
Campaign Execution (4)
Website Personalization
Provides tools that dynamically serve content, messaging, and calls-to-action.
Prioritized Accounts
Helps determine which accounts have the highest/lowest opportunity to convert.
Trending Accounts
Helps determine the direction of each individual account and how to engage through specific content.
Email Campaigns
Connects sales emails with cross-sell/upsell marketing campaigns across multiple channels.
Attribution (3)
Lead Opportunity
Aligns lead scores with predefined lead distribution criteria
Lead Assignment
Matches and assigns leads to the correct sales representative
Pipeline Acceleration
Determines which leads should be prioritized and then accelerates them up the pipeline
Discovery (3)
Lead Management
Integrates with lead capture and lead intelligence tools to discover leads
Scoring/Ranking
Creates and assigns scoring system to rank the viability of leads
Lead Context
Integrates with CRM or marketing automation tools to contextualize lead data
Management (6)
Conversion Viability
Reports on and analyzes lead scores to determine the conversion rate of lead opportunities
Workflow
Aligns lead scores and strategy with existing sales operations
Reporting
As reported in 10 Convertr reviews.
Provide follow-up information after data cleanings through a visual dashboard or reports.
Automation
Automatically run data identification, correction, and normalization on data sources.
Dashboard
Gives a view of the entire data quality management ecosystem.
Governance
Allows user role-based access and actions to authorization for specific tasks.
Platform (2)
Data Synchronization
Syncs lead data within the sales database for consistency and accuracy
Analysis
Provides analysis on lead scores, funnel insights, and both open and closed opportunities
Data Sourcing (4)
Data Enrichment
Uses external data sources to improve customer profiles.
Expandability
Can be updated to accept new sources and types of data.
Content Marketing
Can act as a content marketing platform.
Multiple Devices
Can engage with customers across any device with a consistent message.
Intelligence (1)
Marketing Metrics
Provides analysis of marketing program ROI and efficiency.
Functionality (5)
Identification
Correctly identify inaccurate, incomplete, or duplicated data from a data source.
Correction
Utilize deletion, modification, appending, merging, or other methods to correct bad data.
Normalization
Standardize data formatting for uniformity and easier data usage.
Preventative Cleaning
Clean data as it enters the data source to prevent mixing bad data with cleaned data.
Data Matching
Finds duplicates using the fuzzy logic technology or an advance search feature.
Platform Basics (5)
Centralization
Brings together ABM audience creation, management, activation, and measurement all in one centralized platform.
Account Identification and Segmentation
Builds, defines, and segments targeted account audiences.
Lead-to-Account Matching
Matches leads to accounts for account-based marketing efforts.
Multichannel Engagement
Coordinates consistent and unified interactions across multiple channels, such as email, social media, website personalization, or direct mail.
Personalized Content and Messaging
Customizes tailored content and offerings that address specific interests or pain points for target accounts.
Platform Data (2)
Measurement
Measure the influence and performance of ABM programs for each targeted audience.
Revenue Analytics
Provides a complete view of how all ABM programs drive revenue.
Platform Additional Functionality (1)
Integrations
Ability to integrate with other martech software that helps account-based programs, including but not limited to CRM software, marketing automation software, buyer intent data tools, etc.
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Lead Intelligence (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Lead Scoring (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Account Data Management (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Account-Based Orchestration Platforms (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Artificial Intelligence (2)
AI-Powered Data Analysis
Monitors and analyzes a large amount of data points, such as buyer intent and engagement signals to help identify priority accounts or leads.
AI Personalization
Uses AI to automatically generate personalized emails, content, or messaging based on account intelligence and signals.



