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
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 (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
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
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
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
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
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.
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
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
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.
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.
Performance Analysis (2)
Coaching
Provides real-time coaching to sales representatives.
Peformance Tracking
Tracks and analyzes sales representative performance.
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.
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
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
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.
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.
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.
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
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.
Lead Monitoring (3)
Features
Provides features to create and manage lists of potential customers
Performance
Monitors form’s 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
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
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
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.
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
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
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 - Lead Capture (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
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
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
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





