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WhatConverts Reviews: 4.9/5 — Highly Rated
WhatConverts is an all-in-one SaaS lead tracking and attribution platform that captures leads from phone calls, web forms, chats, e-commerce and offline events; centralizes lead management; attributes leads to campaigns/keywords/landing pages; provides custom and pre-built reporting including multi-touch customer-journey views; and offers AI-powered lead intelligence (transcription, sentiment, intent) and integrations with ad platforms, CRMs and reporting tools.
| Company | WhatConverts |
|---|---|
| Year founded | 2014 |
| Company size | 11-50 employees |
| Headquarters | Charlotte, North Carolina, USA |
| Capabilities |
AI
API
|
|---|---|
| Segment |
Small Business
Mid Market
Enterprise
|
| Deployment | Cloud / SaaS / Web-Based |
| Support | Email/Help Desk, Knowledge Base |
| Training | Documentation, Videos, Webinars |
| Languages | English |
WhatConverts Pros and Cons
- Broad lead capture across phone, forms, chat, eCommerce and offline sources
- Strong attribution and reporting (campaign, keyword, multi-touch customer journey)
- Advanced features including AI insights, call transcription and sentiment analysis
- Extensive integrations with ad platforms, CRMs, forms and reporting tools
- Transparent tiered pricing with included usage credits
- Top-tier features (customer journey, multi-channel attribution) gated to higher plans
- Additional costs for extended recording storage, transcription and premium add-ons
- Dashboard/UI is English-centric with limited full UI localization
- No CLI or open-source offering; no self-hosted deployment option
- Heavy usage above included quotas can increase overall costs
Compare WhatConverts with other popular tools in the same category.
The software implementation, tracking and reporting are all top notch. We've been working with their team for over 4 years now and I am continually impressed by their new features and support team. They do not pass you off to help articles, they work with you to solve your problem. They even add new features upon request from enough clients. Basically if our agency isn't tracking everything we need for our clients, they make it happen. Thank you so much for being a valued part of our agency.
There are no dislikes about WhatConverts. Give them a try!
Many of our clients have either in person or over the phone sales. This has helped us so many of our clients, tracking offline events, and giving them a proper ROI and allocation of future budgets.
What converts helps us to track and measure the actual ROI of leads for our clients, including offline events and pushing conversions to our ad platforms. We use this tracking platform for all of our clients when possible. We love that they integrate directly with many of our favorite softwares and where they dont they are open to codeless api integrations when customization is required.
nothing to speak of, their support has helped us through any and all challenges with ease and professionalism
WC helps ut identify where new customers enter our clients conversion funnels. Additionally we can measure lifetime value that ensures that our clients investments in paid media is profitable for them to support their bottom line and to continue to invest in paid marketing channels confidently.
The platform makes conversion tracking very easy. Love how it shows straight in the email all the lead data, from source to contact info. It's also very easy to integrate with both WordPress and Google Ads. I use WhatConverts for all my clients that we generate leads for. Anytime I was stuck with setting up form tracking, I got in touch with the support team, and they are super helpful. Not only do they send you resources to show you step-by-step how to set it up, but they'll even hop into the platform and do it for you.
I wish you could add users at an "Accounts" and "Profiles" level, as opposed to only on the "Master Account". It also would be nice if it was possible to add billing data per "Accounts" and not just the "Master Account".
Tracking phone call conversions.
It's a very reliable service. We've had little to no issue with downtime or things not working when it should. Also, their customer support is fantastic. They go above and beyond if we're having trouble understanding something or setting something up.
There aren't many complaints. One thing that would take it to another level is if it had more CRM features/capabilities. It doesn't seem to quite have enough features to use it like that. In WhatConverts defense, though, they don't claim that they do. As is, WhatConverts acts more like a supplement to whatever CRM someone is actually using.
It allows us to not only show where leads are coming from, but what and how many leads become real customers.
I like WhatConverts' comprehensive tracking capabilities. We can clearly track leads for our clients and provide clear insights into what's driving their customer engagement. I've used three other call tracking software in my career, and WhatConverts, hands down, has the best UX. I can quickly find the info I need. Their support is top-notch. Very quick and very helpful
I wish WhatConverts' API worked more natively with other software my clients use, so I could save money on Zapier.
WhatConverts helps us track what marketing funnel customers come from
Comprehensive Tracking: For its ability to track both calls and forms in a single platform. This all-in-one solution simplifies the tracking process and provides a holistic view of conversion data. Accuracy and Reliability: The accuracy of call tracking and form attribution. WhatConverts ensures that leads are correctly attributed to their respective marketing channels, providing reliable data for analysis and optimization. Ease of Use: Their interface is intuitive and user-friendly. The platform's dashboard and reporting features are designed to be easily navigable, allowing s to access the necessary information quickly. Prompt Support: The responsive and helpful support team at WhatConverts. We experience quick response times and efficient resolution of any issues or inquiries. Data-driven Insights: WhatConverts provides valuable insights and analytics that help marketers make informed decisions. Tracking and measuring campaign performance empowers users to optimize their strategies for better results. Integration Capabilities: We appreciate the seamless integration options that WhatConverts offers with popular marketing platforms and CRM systems. This integration streamlines data collection and enhances workflow efficiency. Customization Options: WhatConverts provides flexibility in customizing tracking parameters and goals, allowing us to tailor the platform to their specific needs and requirements.
Learning Curve: We find WhatConverts easy to use. However, some individuals may find the initial setup and configuration process slightly complex or time-consuming. However, they will appreciate the platform's functionality once it is set up. Reporting Customization: While WhatConverts provides valuable insights and reporting features, users may have to suggest additional customization options for reports which could enhance their experience further. Depending on their specific reporting needs, it's worth exploring the available options within the platform.
Attribution and Tracking: One of the most critical challenges in marketing is accurately attributing conversions to their respective marketing channels. WhatConverts solves this problem by offering precise call tracking and form tracking capabilities. It assigns unique phone numbers to different marketing campaigns and captures form submissions, ensuring that leads are correctly attributed to the appropriate sources. This level of attribution accuracy enables us to measure the effectiveness of our campaigns with confidence. Insights and Analytics: WhatConverts provides comprehensive data and analytics that offer valuable insights into the performance of your marketing efforts. By tracking calls and forms, we better understand which channels, campaigns, or specific keywords are driving the most conversions. These insights empower us to make data-driven decisions, optimize our marketing strategies, and allocate resources effectively to maximize ROI for our clients. Conversion Optimization: By accurately tracking and capturing form submissions, WhatConverts helps us identify areas for improvement in our landing pages, forms, and overall conversion funnel. The platform provides insights into conversion rates, form abandonment, and other key metrics that enable us to optimize our clients' websites for better lead generation and conversion rates. This optimization translates to higher conversion rates, improved campaign performance, and increased client satisfaction. Client Reporting and Transparency: WhatConverts offers robust reporting capabilities, allowing us to generate detailed and customized reports for our clients. These reports showcase our marketing efforts' impact, demonstrate our value, and foster transparency with our clients. Clear, data-backed reporting strengthens client relationships and builds trust, making it easier to communicate the effectiveness of our campaigns and secure ongoing partnerships.
Customer support folks. They are always quick to respond and if something doesn't exist out of the box, they'd also help in figuring out how we can achieve the output we want. With the new support articles, implementation has got easier and easier. Not only that, it easily integrates using Zapier, which works out for us.
None at the moment. Used to dislike that lack of support articles, but they're getting better with it day-by-day.
It helps us filter incoming leads and also to attribute landing pages and lead sources to all incoming leads.
I've been using WhatConverts daily for just over 3 years now. Their customer service is extremely responsive and quick to help any time I have questions or need assistance. The platform is also super easy to use, which is great. I've had no complaints and will continue to use them for years to come.
I haven't had any glaring issues so far.
WhatConverts helps me to track incoming calls to thousands of clients nationwide. Without this service, I'd have no data to track all of these calls.
The platform is intuitive and simple while still very being incredibly powerful. The ability to provision phone numbers is a huge plus. And I couldn't say enough nice things about the team; from the co-founder, Jeremy down, everyone is thoughtful, kind, intelligent, and excited to help you find exactly what you need.
Anything that I have ever disliked about WhatConverts was fixed after a simple email to their support team - they are constantly working to improve the platform and are always open to suggestions.
Granular reporting is made possible through WhatConverts - phone numbers can be provisioned for each Google/Bing Ad campaign giving us exact knowledge of a lead source.
The multiple solutions to track not only across multiple channels, like organic, GBP, or paid ads, but it does so with great attribution models that I would stack up against any others. That and it allows us to provide multiple solutions, including tracking calls, forms, chats, transactions, and more. This, along with the icing on the cake, which is their great support team, is why we would recommend WhatConverts to anybody out there in need of tracking solutions.
We have liked everything offered thus far. If anything, at times the challenge falls more on the client's end and getting them to enter lead values.
We are able to provide transparent tracking data to clients, which enables us to have meaningful conversations about our marketing efforts, results, and goals.
The support from their team is unmatched
Absolutely nothing really - great product
It allows me to prove the quality of my client results from Google Ads
WhatConverts has helped my company exponentially not only with its tracking, but its reporting and real time data to help me make big marketing and lead gen decisions. Any time I have even the slightest question the WhatConverts support team, especially Kit, has been extremely helpful and promp. I absolutely love WhatConverts and cheers to another year!
I don't dislike anything about WhatConverts. It is the best platform out there!
Call Tracking, Marketing Habits, Where people are actually coming from.
Telephone and Zoom support that is US-based. Not just email or chat. They go the extra mile. Very rare with Martech companies nowadays. You actually feel like a valued customer. What a concept! The level of reporting and ability to customize the data is a big plus, too.
I do not recall being offered personalized service when we signed on. Perhaps that was the fault of our own staff member that performed the initial integrations, but it seems like you have to be a little aggressive and reach out first, and then you get everything you need.
Attributing retail sales leads which is hard to do
What Converts is a great option to track leads and transactions for companies. We had used CallRail in the past and were not happy with it, so we tried What Converts and are really happy with it. Their customer support is as good as any software we have ever used. They assist in all facets of the campaign to ensure everything is set up properly. The dashboard and user experience is second to none. It's a big reason for our agency success.
There is a lot to get used to, so you'll have to spend some time checking all the options and features out to best fit your needs.
We want to verify ROI for Paid spend and see where our leads/transactions are coming from.
The team is extremely helpful, they helped with custom tracking and setting up the tracking at every step.
I can't really say there's anything I dislike.
Helping us with GOogle Ads tracking
It's one of the only lead tracking softwares that can double as a CRM. It not only tracks phone calls but also forms, purchases, chats, emails and more. All values assigned can be fed back into advetising platforms easily to ensure accurate value tracking. It's not just for agencies or freelancers, business owners can log in and they always find a lot of value in being able to accurately track their leads. Support are on hand to quickly guide you in the right direction and go out of their way to make sure things are running smothly.
We've only ever found one issue, and that was a missing integration to a chat bot platform. However, this is not on the side of WhatConverts, they had offered to build the integration but this particular chat bot software didn't want to collaborate.
Being able to track leads from all marketing sources in the form of phone calls and forms and not leave things to guesswork. This helps us also have a good idea of lead quality and be able to cut back in areas that aren't performing.
I've tried several options to track phone calls and forms from Google Ads. I've settled on WhatConverts as the best all round service. It is simple to set up and integrate, and provides all the data I need. Also, the support is outstanding. Always get a response within a few hours at most and super-helpful.
Using WhatConverts in the New Zealand market, the 0800 numbers are more expensive than in the US. But that's the case with most competitors too, so just a downside of being in that part of the world.
WhatConverts is my preferred way to track inbound calls from Google Ads. It provides all the data we need.
The lead dashboard is quite comprehensive, there's more customization options, and their customer service is much better than the competition. Also, they really listen to their customers; they rolled out a new feature based on my feedback.
It would be nice if the Call Flows were offered on the entry level plan and I wish they supported outbound calling, but understand they're not targeting that segment of the market. Also, I wish they would charge one set amount monthly instead of being threshold based.
We use WhatConverts to handle all of the inbound call forwarding and tracking for our clients.
We've been using WhatConverts for about 7 years now and of all the vendors/partners we work with they have hands down provided the best customer support. They never leave any issue unresolved and are always willing to work to find a solution that fits best for our company and clients.
At this point in time we have nothing negative of note.
Having experienced the majority of call tracking providers out there, WhatConverts is by far the easiest to conifigure, has the most intuitive UI and is the most customizeable.
It allows us to track leads for all of our clients, while being whitelabeled to show the correct number of leads and the quality of those leads. It's super fast/easy to setup. Their customer support is wonderful and super helpful.
It isn't the cheapest software (you do get what you pay for).
It helps us with 1) First Click Attribution 2) Number of leads 3) Quality of those leads 4) Easy/simple API
Great analyics Professional looking reporting Great support
I like all the functionality they offer\
I am able to provide analytics to my clients
The responsiveness of customer support and how quickly they deal with things. The system is easy to use for us and our customers.
Some technical details that we need for better tracking.
Helping us identify the indivisual who is coming from PPC.
Aside from all of the features WhatConverts provides, the customer support is the best. They are super helpful and responsive.
Nothing comes to mind regarding what I dislike about WhatConverts.
I use WhatConverts at our agency for a handful of clients. Anyone in need of call tracking, and for those clients who can close the circle on the leads we bring it helps us answer a lot. One particular client is evaluating what type of new patient is coming into their practice, and at which location, from each paid campaign so we can scale spend where capacity is. And if demand requires it, we have data to support expanding their practice.
Super easy setup and simple UI for me and my clients. The reporting is streamlined, notifications are superb, just an all-around great software for marketing professionals and agencies alike.
It's hard to say what I dislike about WhatConverts. If anything, I would like to be able to install my own custom live chat to my whitelabeled account, or adjust more of the coloring, etc.
Tracking ROI and it is benefiting our customers, as well as, our agency by making ROI reporting and ROI tracking a breeze! Saves time, money, and helps retain our customers.
As an agency, being able to definitively track lead attribution for our clients is paramount. And for our clients, providing them with business insights to know how and from where their customers are finding them is invaluable.
My only drawback (and it is admittedly small) is I wish connecting Facebook Ads and LinkedIn Ads was as seamless as the Google Ads and website integrations. But this is still possible using Zapier.
The primary "problem" being solved by WhatConverts starts and stops with lead attribution. Being able to get on a call with our clients and show them the leads my team generating via SEO improvements and PPC campaigns is huge.
One of the things I love the most is how fast and precise their tech support responses are. Today they teached me how to navigate the dashboard to find the total successful leads we got from Google Ads. They even shared a screenshot of how the dashboard should look like.
This is honestly a really hard question. Everytime I look for tech support assistance to solve any type of problem, they come with a clear and concise answer. It doesn't take more than an email to find the solution to my problems.
TOday they taught me how to find the total number of successful leads coming from Google Ads. They also explained the reason why I wasnt't seeing the same number of conversions on both Google Ads and WhatConverts.
WhatConverts allows us tonot only track leads for our clients, but also report on those leads. It is very easy teach some of our smaller to medium sized clients how to use the WC so they can keep up with and manage their leads. For our larger clients, it works amazingly espisally when it comes to passing the leads off to thier other CRMs. The support is world class, any questions or issues we may have are handled fast and explained to us in detail 10/10 for WC support! Thanks Kirk!
The only things I could say that are negitives are sometimes WC is too "clean". I wouldnt mind more options or buttons or things being explained in more detail. There is also some lag when looking at 200+ leads on one page.
WC is solving the problem of tracking leads both web and phone leads that come in through many different unique phone numbers, as well as multiple landing pages, for multiple clients.
Always helpful with any request regarding changing or updating our profile. Quick turnaround time as well.
50 character limit for phone name titles
Helps us track the amount of calls our clients receive through different sources.
Breia, The support tech was very professional and made sure she followed through with my request until it was finished.
There's nothing I dislike about WC right now.
Helping transfer Leads to another account
User-friendly, easy to navigate, and set up. Comes with outstanding customer support who is always willing to go above and beyond to help!
So far, I've enjoyed using WhatConverts and I haven't run into any issues.
Tracking phone calls and providing call recordings and transcription which we can use to improve the services our clients provide to their customers.