WhatConverts Features
Attribution (3)
Lead Opportunity
As reported in 14 WhatConverts reviews. Aligns lead scores with predefined lead distribution criteria
Lead Assignment
Matches and assigns leads to the correct sales representative This feature was mentioned in 14 WhatConverts reviews.
Pipeline Acceleration
Based on 14 WhatConverts reviews. Determines which leads should be prioritized and then accelerates them up the pipeline
Discovery (3)
Lead Management
Based on 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
Integrates with CRM or marketing automation tools to contextualize lead data 14 reviewers of WhatConverts have provided feedback on this feature.
Management (2)
Conversion Viability
Reports on and analyzes lead scores to determine the conversion rate of lead opportunities 13 reviewers of WhatConverts have provided feedback on this feature.
Workflow
Aligns lead scores and strategy with existing sales operations This feature was mentioned in 13 WhatConverts reviews.
Platform (2)
Data Synchronization
As reported in 13 WhatConverts reviews. 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 13 reviewers of WhatConverts have provided feedback on this feature.
Phone Number Management (3)
Local Phone Numbers
Based on 172 WhatConverts reviews. Generate phone numbers native to a target location
Toll-Free Numbers
Create toll free numbers for tracking purposes This feature was mentioned in 153 WhatConverts reviews.
Port Existing Numbers
Transfer existing numbers into the call tracking system This feature was mentioned in 137 WhatConverts reviews.
Tracking (3)
Visitor & Keyword Tracking
As reported in 166 WhatConverts reviews. Record which campaigns and landing pages are converting into phone calls
Dynamic Number Insertion
Assign a unique tracking number to each visitor This feature was mentioned in 167 WhatConverts reviews.
Multi-Channel Call Attribution
Decipher which marketing channels are converting and most effective This feature was mentioned in 151 WhatConverts reviews.
Call Routing (3)
IVR
Based on 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
Route calls based on location to reach the proper representative 116 reviewers of WhatConverts have provided feedback on this feature.
Analytics (6)
Call Data
Provide the representative with caller data upon receiving a phone call This feature was mentioned in 164 WhatConverts reviews.
Call Recording
Offer the ability to capture and replay a conversation for further information This feature was mentioned in 166 WhatConverts reviews.
Advanced Reporting
Prepare detailed reports regarding call data by source, keyword, or landing page This feature was mentioned in 153 WhatConverts reviews.
Conversation Intelligence
Based on 127 WhatConverts reviews. Uses machine learning to analyze conversations and optimize call performance
Export/Import
As reported in 31 WhatConverts reviews. 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. 31 reviewers of WhatConverts have provided feedback on this feature.
Marketing Operations (6)
ROI Tracking
Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs This feature was mentioned in 119 WhatConverts reviews.
Data Collection
Gathers data about the effectiveness, impact, and reach of marketing campaigns This feature was mentioned in 122 WhatConverts reviews.
Customer Insights
Collects and reports on data relating to customer journeys, preferences, and history 106 reviewers of WhatConverts have provided feedback on this feature.
Multi-User Access
Based on 119 WhatConverts reviews. 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 98 reviewers of WhatConverts have provided feedback on this feature.
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
Analyzes historical and current marketing campaigns to inform future strategy 120 reviewers of WhatConverts have provided feedback on this feature.
Reports and Dashboards
Creates reports and dashboards to analyze results of campaigns This feature was mentioned in 133 WhatConverts reviews.
Campaign Stickiness
As reported in 107 WhatConverts reviews. Identifies which marketing campaigns resolved in open or closed opportunities
Multichannel Tracking
Collects marketing campaign performance data across multiple channels This feature was mentioned in 118 WhatConverts reviews.
Brand Optimization
Based on 98 WhatConverts reviews. 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 93 reviewers of WhatConverts have provided feedback on this feature.
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
Agent Performance Management (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
Artificial Intelligence
Utilizes artificial intelligence technology to discover insights within recorded sales calls
Attribution Modeling (6)
Single-Touch Attribution
Based on 95 WhatConverts reviews. 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. This feature was mentioned in 92 WhatConverts reviews.
Algorithmic Attribution
Uses machine learning to create an attribution model. 83 reviewers of WhatConverts have provided feedback on this feature.
Cross-Device Attribution
Tracks customer interactions across mobile and desktop. This feature was mentioned in 87 WhatConverts reviews.
Offline Attribution
Based on 90 WhatConverts reviews. Allows users to track touchpoints through offline channels, such as events.
Custom Attribution
Allows the user to create a custom attribution model. This feature was mentioned in 83 WhatConverts reviews.
Marketing (4)
B2B Attribution
Provides features for B2B marketers. This feature was mentioned in 84 WhatConverts reviews.
B2C Attribution
Provides features for B2C marketers. This feature was mentioned in 84 WhatConverts reviews.
Marketing Channels
As reported in 95 WhatConverts reviews. Enables marketers to track multiple marketing channels.
Integrations
Integrates with other sales, marketing, and advertising software. This feature was mentioned in 100 WhatConverts reviews.
Reporting (3)
Dashboards
Provides customizable dashboards that allow users to view and manage data. 108 reviewers of WhatConverts have provided feedback on this feature.
Data Visualizations
As reported in 101 WhatConverts reviews. Displays attribution data through easy-to-interpret charts and graphs.
Custom Reporting
Allows users to build custom reports. This feature was mentioned in 99 WhatConverts reviews.
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 This feature was mentioned in 123 WhatConverts reviews.
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 135 reviewers of WhatConverts have provided feedback on this feature.
Performance and Reliability
As reported in 152 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
Product accurately cleans, deduplicates, and verifies lead data. This feature was mentioned in 19 WhatConverts reviews.
Lead Enrichment
Product enriches existing lead data with missing information. 18 reviewers of WhatConverts have provided feedback on this feature.
Lead Quality
Product provides accurate, up-to-date contact information for leads, such as email address or phone number. 18 reviewers of WhatConverts have provided feedback on this feature.
Lead Analysis
Prioritizes leads through lead scoring, market insights, account-level insights, etc. This feature was mentioned in 18 WhatConverts reviews.
Browser Extension
As reported in 17 WhatConverts reviews. Product offers a browser extension that validates or enriches lead information within the user’s browser.
Lead Monitoring (3)
Features
Based on 29 WhatConverts reviews. Provides features to create and manage lists of potential customers
Performance
Based on 29 WhatConverts reviews. Monitors form’s performance and contribution to the sales pipeline
Identification
Based on 30 WhatConverts reviews. 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 This feature was mentioned in 30 WhatConverts reviews.
Websites
Based on 31 WhatConverts reviews. Captures form submissions from existing forms on websites or landing pages
Social Media
Captures leads across social media channels 31 reviewers of WhatConverts have provided feedback on this feature.
Data
Based on 31 WhatConverts reviews. Captures measurable, real customer data gathered directly from a website
Customization (4)
Forms
As reported in 30 WhatConverts reviews. Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter
Personalization
Based on 30 WhatConverts reviews. Changes colors, calls to action, or form length to personalize lead capture
Templates
Provides pre-configured templates that can be customized by users 29 reviewers of WhatConverts have provided feedback on this feature.
Integration
Based on 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
Capability to perform complex tasks without constant human input This feature was mentioned in 24 WhatConverts reviews.
Cross-system Integration
Works across multiple software systems or databases This feature was mentioned in 24 WhatConverts reviews.
Proactive Assistance
Anticipates needs and offers suggestions without prompting 23 reviewers of WhatConverts have provided feedback on this feature.
Agentic AI - Marketing Analytics (3)
Autonomous Task Execution
As reported in 11 WhatConverts reviews. Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases 11 reviewers of WhatConverts have provided feedback on this feature.
Proactive Assistance
Anticipates needs and offers suggestions without prompting 11 reviewers of WhatConverts have provided feedback on this feature.
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 This feature was mentioned in 18 WhatConverts reviews.
Proactive Assistance
Anticipates needs and offers suggestions without prompting 18 reviewers of WhatConverts have provided feedback on this feature.
Agentic AI - Attribution (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 11 reviewers of WhatConverts have provided feedback on this feature.
Cross-system Integration
Works across multiple software systems or databases 11 reviewers of WhatConverts have provided feedback on this feature.
Natural Language Interaction
Engages in human-like conversation for task delegation 11 reviewers of WhatConverts have provided feedback on this feature.
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




