WhatConverts Features
Attribution (3)
Lead Opportunity
As reported in 15 WhatConverts reviews.
Aligns lead scores with predefined lead distribution criteria
Lead Assignment
As reported in 14 WhatConverts reviews.
Matches and assigns leads to the correct sales representative
Pipeline Acceleration
14 reviewers of WhatConverts have provided feedback on this feature.
Determines which leads should be prioritized and then accelerates them up the pipeline
Discovery (3)
Lead Management
This feature was mentioned in 14 WhatConverts reviews.
Integrates with lead capture and lead intelligence tools to discover leads
Scoring/Ranking
As reported in 14 WhatConverts reviews.
Creates and assigns scoring system to rank the viability of leads
Lead Context
This feature was mentioned in 15 WhatConverts reviews.
Integrates with CRM or marketing automation tools to contextualize lead data
Management (2)
Conversion Viability
Based on 13 WhatConverts reviews.
Reports on and analyzes lead scores to determine the conversion rate of lead opportunities
Workflow
This feature was mentioned in 13 WhatConverts reviews.
Aligns lead scores and strategy with existing sales operations
Platform (2)
Data Synchronization
This feature was mentioned in 13 WhatConverts reviews.
Syncs lead data within the sales database for consistency and accuracy
Analysis
Based on 14 WhatConverts reviews.
Provides analysis on lead scores, funnel insights, and both open and closed opportunities
Phone Number Management (3)
Local Phone Numbers
Based on 175 WhatConverts reviews.
Generate phone numbers native to a target location
Toll-Free Numbers
Based on 153 WhatConverts reviews.
Create toll free numbers for tracking purposes
Port Existing Numbers
This feature was mentioned in 137 WhatConverts reviews.
Transfer existing numbers into the call tracking system
Tracking (3)
Visitor & Keyword Tracking
170 reviewers of WhatConverts have provided feedback on this feature.
Record which campaigns and landing pages are converting into phone calls
Dynamic Number Insertion
Based on 169 WhatConverts reviews.
Assign a unique tracking number to each visitor
Multi-Channel Call Attribution
Based on 159 WhatConverts reviews.
Decipher which marketing channels are converting and most effective
Call Routing (3)
IVR
As reported in 124 WhatConverts reviews.
Direct a phone call without the need for a human representative, but instead a voice responder
Call Scheduling
Based on 121 WhatConverts reviews.
Route calls based on the time of the day to reach the proper representative
Geo-Routing
Based on 116 WhatConverts reviews.
Route calls based on location to reach the proper representative
Analytics (6)
Call Data
As reported in 164 WhatConverts reviews.
Provide the representative with caller data upon receiving a phone call
Call Recording
As reported in 167 WhatConverts reviews.
Offer the ability to capture and replay a conversation for further information
Advanced Reporting
Based on 159 WhatConverts reviews.
Prepare detailed reports regarding call data by source, keyword, or landing page
Conversation Intelligence
127 reviewers of WhatConverts have provided feedback on this feature.
Uses machine learning to analyze conversations and optimize call performance
Export/Import
This feature was mentioned in 31 WhatConverts reviews.
Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.
Reporting
33 reviewers of WhatConverts have provided feedback on this feature.
Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.
Marketing Operations (6)
ROI Tracking
This feature was mentioned in 120 WhatConverts reviews.
Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs
Data Collection
As reported in 122 WhatConverts reviews.
Gathers data about the effectiveness, impact, and reach of marketing campaigns
Customer Insights
This feature was mentioned in 106 WhatConverts reviews.
Collects and reports on data relating to customer journeys, preferences, and history
Multi-User Access
This feature was mentioned in 119 WhatConverts reviews.
Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results
Spend Management
As reported in 98 WhatConverts reviews.
Includes features for budgeting, forecasting, and managing marketing investments
White Label
Based on 101 WhatConverts reviews.
Offers a white labeling service for agencies or resellers to customize platform branding
Campaign Activity (6)
Campaign Insights
As reported in 120 WhatConverts reviews.
Analyzes historical and current marketing campaigns to inform future strategy
Reports and Dashboards
133 reviewers of WhatConverts have provided feedback on this feature.
Creates reports and dashboards to analyze results of campaigns
Campaign Stickiness
Based on 107 WhatConverts reviews.
Identifies which marketing campaigns resolved in open or closed opportunities
Multichannel Tracking
This feature was mentioned in 118 WhatConverts reviews.
Collects marketing campaign performance data across multiple channels
Brand Optimization
This feature was mentioned in 98 WhatConverts reviews.
Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback
Predictive Analytics
As reported in 93 WhatConverts reviews.
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
95 reviewers of WhatConverts have provided feedback on this feature.
Uses an attribution model that assigns credit to one touchpoint in the customer’s journey.
Multi-Touch Attribution
As reported in 92 WhatConverts reviews.
Uses an attribution model that assigns credit to all touchpoints in the customer’s journey.
Algorithmic Attribution
83 reviewers of WhatConverts have provided feedback on this feature.
Uses machine learning to create an attribution model.
Cross-Device Attribution
As reported in 87 WhatConverts reviews.
Tracks customer interactions across mobile and desktop.
Offline Attribution
As reported in 90 WhatConverts reviews.
Allows users to track touchpoints through offline channels, such as events.
Custom Attribution
This feature was mentioned in 83 WhatConverts reviews.
Allows the user to create a custom attribution model.
Marketing (4)
B2B Attribution
This feature was mentioned in 84 WhatConverts reviews.
Provides features for B2B marketers.
B2C Attribution
Based on 84 WhatConverts reviews.
Provides features for B2C marketers.
Marketing Channels
This feature was mentioned in 95 WhatConverts reviews.
Enables marketers to track multiple marketing channels.
Integrations
This feature was mentioned in 100 WhatConverts reviews.
Integrates with other sales, marketing, and advertising software.
Reporting (3)
Dashboards
This feature was mentioned in 108 WhatConverts reviews.
Provides customizable dashboards that allow users to view and manage data.
Data Visualizations
101 reviewers of WhatConverts have provided feedback on this feature.
Displays attribution data through easy-to-interpret charts and graphs.
Custom Reporting
Based on 99 WhatConverts reviews.
Allows users to build custom reports.
Administration (3)
Martech Integrations
This feature was mentioned in 127 WhatConverts reviews.
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
136 reviewers of WhatConverts have provided feedback on this feature.
Helps companies ensure they comply with industry-specific standards for data management and privacy, such as PII, PCI, HIPAA, and GDPR
Performance and Reliability
As reported in 155 WhatConverts reviews.
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
Based on 19 WhatConverts reviews.
Product accurately cleans, deduplicates, and verifies lead data.
Lead Enrichment
Based on 18 WhatConverts reviews.
Product enriches existing lead data with missing information.
Lead Quality
18 reviewers of WhatConverts have provided feedback on this feature.
Product provides accurate, up-to-date contact information for leads, such as email address or phone number.
Lead Analysis
As reported in 18 WhatConverts reviews.
Prioritizes leads through lead scoring, market insights, account-level insights, etc.
Browser Extension
Based on 17 WhatConverts reviews.
Product offers a browser extension that validates or enriches lead information within the user’s browser.
Lead Monitoring (3)
Features
This feature was mentioned in 29 WhatConverts reviews.
Provides features to create and manage lists of potential customers
Performance
29 reviewers of WhatConverts have provided feedback on this feature.
Monitors form’s performance and contribution to the sales pipeline
Identification
30 reviewers of WhatConverts have provided feedback on this feature.
Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page
Data Capture (4)
Mobile
As reported in 30 WhatConverts reviews.
Records leads using different types of devices
Websites
31 reviewers of WhatConverts have provided feedback on this feature.
Captures form submissions from existing forms on websites or landing pages
Social Media
As reported in 31 WhatConverts reviews.
Captures leads across social media channels
Data
As reported in 31 WhatConverts reviews.
Captures measurable, real customer data gathered directly from a website
Customization (4)
Forms
30 reviewers of WhatConverts have provided feedback on this feature.
Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter
Personalization
30 reviewers of WhatConverts have provided feedback on this feature.
Changes colors, calls to action, or form length to personalize lead capture
Templates
This feature was mentioned in 29 WhatConverts reviews.
Provides pre-configured templates that can be customized by users
Integration
As reported in 30 WhatConverts reviews.
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
As reported in 24 WhatConverts reviews.
Capability to perform complex tasks without constant human input
Cross-system Integration
24 reviewers of WhatConverts have provided feedback on this feature.
Works across multiple software systems or databases
Proactive Assistance
This feature was mentioned in 23 WhatConverts reviews.
Anticipates needs and offers suggestions without prompting
Agentic AI - Marketing Analytics (3)
Autonomous Task Execution
Based on 11 WhatConverts reviews.
Capability to perform complex tasks without constant human input
Cross-system Integration
11 reviewers of WhatConverts have provided feedback on this feature.
Works across multiple software systems or databases
Proactive Assistance
Based on 11 WhatConverts reviews.
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
This feature was mentioned in 18 WhatConverts reviews.
Works across multiple software systems or databases
Proactive Assistance
As reported in 18 WhatConverts reviews.
Anticipates needs and offers suggestions without prompting
Agentic AI - Attribution (4)
Autonomous Task Execution
11 reviewers of WhatConverts have provided feedback on this feature.
Capability to perform complex tasks without constant human input
Cross-system Integration
11 reviewers of WhatConverts have provided feedback on this feature.
Works across multiple software systems or databases
Natural Language Interaction
As reported in 11 WhatConverts reviews.
Engages in human-like conversation for task delegation
Proactive Assistance
Based on 11 WhatConverts reviews.
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




