[
WhatCon... Reviews
](https://www.g2.com/products/whatconverts/reviews)

[
WhatCon... Reviews
](https://www.g2.com/products/whatconverts/reviews)

# WhatConverts Features

##### 
## 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

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##### 
## 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

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##### 
## Management (2)

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

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##### 
## 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

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##### 
## Phone Number Management (3)

Local Phone Numbers

Generate phone numbers native to a target location

Toll-Free Numbers

Create toll free numbers for tracking purposes

Port Existing Numbers

Transfer existing numbers into the call tracking system

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##### 
## Tracking (3)

Visitor & Keyword Tracking

Record which campaigns and landing pages are converting into phone calls

Dynamic Number Insertion

Assign a unique tracking number to each visitor

Multi-Channel Call Attribution

Decipher which marketing channels are converting and most effective

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##### 
## Call Routing (3)

IVR

Direct a phone call without the need for a human representative, but instead a voice responder

Call Scheduling

Route calls based on the time of the day to reach the proper representative

Geo-Routing

Route calls based on location to reach the proper representative

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##### 
## Analytics (6)

Call Data

Provide the representative with caller data upon receiving a phone call

Call Recording

Offer the ability to capture and replay a conversation for further information

Advanced Reporting

Prepare detailed reports regarding call data by source, keyword, or landing page

Conversation Intelligence

Uses machine learning to analyze conversations and optimize call performance

Export/Import

Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.

Reporting

Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.

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##### 
## Marketing Operations (6)

ROI Tracking

Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs

Data Collection

Gathers data about the effectiveness, impact, and reach of marketing campaigns

Customer Insights

Collects and reports on data relating to customer journeys, preferences, and history

Multi-User Access

Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results

Spend Management

Includes features for budgeting, forecasting, and managing marketing investments

White Label

Offers a white labeling service for agencies or resellers to customize platform branding

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##### 
## Campaign Activity (6)

Campaign Insights

Analyzes historical and current marketing campaigns to inform future strategy

Reports and Dashboards

Creates reports and dashboards to analyze results of campaigns

Campaign Stickiness

Identifies which marketing campaigns resolved in open or closed opportunities

Multichannel Tracking

Collects marketing campaign performance data across multiple channels

Brand Optimization

Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback

Predictive Analytics

Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization

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##### 
## Lead Facilitation (4)

Customer-facing Chatbot

Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Lead Qualification

Automatically calculates which leads are the most likely to become a customer.

Lead Follow-up

Automatically contacts all leads.

Meeting Scheduling

Utilizes natural language processing to set up meetings.

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##### 
## Organization (3)

Opportunity and Pipeline Management

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Data Entry

Automates the entry of collected data.

Integrations / APIs

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

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##### 
## Performance Analysis (2)

Coaching

Provides real-time coaching to sales representatives.

Peformance Tracking

Tracks and analyzes sales representative performance.

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##### 
## Sales Analysis (2)

ROI Forecasting

Measure return on investment and leverage data to predict profitability of future projects.

Sales Forecasting

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

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##### 
## Call Analytics (4)

Call Recording

Records sales calls and facilitates playback

Machine Learning

Utilizes machine learning technology to analyze recorded sales calls

Call Analysis

Analyzes or facilitates the analysis of recorded and stored sales calls for insight

Lead Qualification

Leverages analytics to qualify and score calls in real time

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##### 
## Artificial Intelligence - Conversation Intelligence (3)

Customer Scoring

Leverages technology to rate or "read" recordings to determine the impact of sales calls

Speech-to-Text

Transcribes sales calls from speech to text

Sentiment Analysis

Utilizes artifical intelligence to analyze emotional tone and interactions in a conversation

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##### 
## Attribution Modeling (6)

Single-Touch Attribution

Uses an attribution model that assigns credit to one touchpoint in the customer’s journey.

Multi-Touch Attribution

Uses an attribution model that assigns credit to all touchpoints in the customer’s journey.

Algorithmic Attribution

Uses machine learning to create an attribution model.

Cross-Device Attribution

Tracks customer interactions across mobile and desktop.

Offline Attribution

Allows users to track touchpoints through offline channels, such as events.

Custom Attribution

Allows the user to create a custom attribution model.

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##### 
## Marketing (4)

B2B Attribution

Provides features for B2B marketers.

B2C Attribution

Provides features for B2C marketers.

Marketing Channels

Enables marketers to track multiple marketing channels.

Integrations

Integrates with other sales, marketing, and advertising software.

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##### 
## Reporting (3)

Dashboards

Provides customizable dashboards that allow users to view and manage data.

Data Visualizations

Displays attribution data through easy-to-interpret charts and graphs.

Custom Reporting

Allows users to build custom reports.

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##### 
## Administration (3)

Martech Integrations

Integrates with marketing software such as CRM, marketing automation, and digital advertising to measure and optimize the customer journey across channels

Privacy, Security, and Compliance

Helps companies ensure they comply with industry-specific standards for data management and privacy, such as PII, PCI, HIPAA, and GDPR

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took

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##### 
## Lead Intelligence (5)

Lead Validation

Product accurately cleans, deduplicates, and verifies lead data.

Lead Enrichment

Product enriches existing lead data with missing information.

Lead Quality

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.

Browser Extension

Product offers a browser extension that validates or enriches lead information within the user’s browser.

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##### 
## Lead Monitoring (3)

Features

Provides features to create and manage lists of potential customers

Performance

Monitors form‚Äôs performance and contribution to the sales pipeline

Identification

Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page

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##### 
## Data Capture (4)

Mobile

Records leads using different types of devices

Websites

Captures form submissions from existing forms on websites or landing pages

Social Media

Captures leads across social media channels

Data

Captures measurable, real customer data gathered directly from a website

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##### 
## Customization (4)

Forms

Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter

Personalization

Changes colors, calls to action, or form length to personalize lead capture

Templates

Provides pre-configured templates that can be customized by users

Integration

Integrates with sales and marketing software solutions to transfer lead data between them

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##### 
## Generative AI (4)

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.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Summarization

Condenses long documents or text into a brief summary.

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##### 
## Agentic AI - Inbound Call Tracking (3)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### 
## Agentic AI - Marketing Analytics (3)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### 
## Agentic AI - Lead Intelligence (1)

Cross-system Integration

Works across multiple software systems or databases

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##### 
## 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

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##### 
## Agentic AI - Lead Capture (2)

Cross-system Integration

Works across multiple software systems or databases

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### 
## Agentic AI - Attribution (4)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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##### 
## Agentic AI - AI Sales Assistant (7)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

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

Decision Making

Makes informed choices based on available data and objectives

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##### 
## Agentic AI - Conversation Intelligence (7)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

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

Decision Making

Makes informed choices based on available data and objectives

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## Top-Rated Alternatives

[

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[
View All Alternatives
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WhatConverts Comparisons

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CTM (formerly...

4.5/5

(758)

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Invoca

4.5/5

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##### Categories on G2

[
AI Sales Assistant
](https://www.g2.com/categories/ai-sales-assistant)[
Conversation Intelligence
](https://www.g2.com/categories/conversation-intelligence)[
Lead Capture
](https://www.g2.com/categories/lead-capture)

[
Lead Intelligence
](https://www.g2.com/categories/lead-intelligence)[
Lead Scoring
](https://www.g2.com/categories/lead-scoring)[
Marketing Analytics
](https://www.g2.com/categories/marketing-analytics)[
Attribution
](https://www.g2.com/categories/attribution)[
Speech Analytics
](https://www.g2.com/categories/speech-analytics)[
Inbound Call Tracking
](https://www.g2.com/categories/inbound-call-tracking)

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