WhatConverts

WhatConverts traces calls, web forms, chats and e-commerce transactions back to the marketing source, so marketers and agencies can qualify and value leads and see which channels and keywords deliver them.

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Overview

Add one tracking script to your site, connect the web forms you want tracked and assign tracking phone numbers to marketing sources. Calls (with recordings and transcription), text messages, forms, chats and e-commerce orders then arrive in one leads dashboard with marketing attribution attached. Search, filter, qualify and value each lead, export leads, and build marketing reports by source, campaign, keyword and landing page. Higher plans add call flows (voicemail, IVR, scheduler, geo-routing), a custom report builder, scheduled reports, HIPAA-compliant tracking, customer journey with multi-click attribution and rule-based lead intelligence. Agency plans cover unlimited accounts.

More product details

Product

Demo Url: whatconverts.com/watch-a-demo
Documentation: whatconverts.com/help
License Model: Proprietary
Solution Kind: Application

Who it is for

Industries: Healthcare
Financial services
Insurance
Automotive
Education
Manufacturing
Organization Types: Business

Features

Call Recording

Call recordings

Call transcription

Categories: Call Tracking

Call Tracking Metrics

Attribute calls to campaign, keyword and landing page

Report leads by call duration

Categories: Call Tracking

Call Routing

Voicemail

IVR menu

What you need: Pro and Elite plans

More details & conditions

Scheduler

Geo-routing

Simultaneous dialing

Categories: Call Tracking

Caller ID

Caller ID information pulled in so leads can be searched by caller name

Categories: Call Tracking

Conversion Tracking

Tie calls to quote and sale values

Enhanced conversions

Categories: Call Tracking

Call Reporting

Marketing channel and keyword reports

Quick and custom reports

More details & conditions

Scheduled reports

Categories: Call Tracking

IVR

Custom IVR menu call flow

What you need: Pro and Elite plans

Categories: Call Tracking

Lead Qualification

One-click lead qualification

Qualification from email notifications

More details & conditions

Rule-based automatic qualification (Elite)

Categories: Lead Management

Lead Capture

Capture calls, text messages, web forms, chats and e-commerce transactions with marketing data attached

Categories: Lead Management

Interaction Tracking

Customer journey with marketing attribution, pages visited and lead actions

What you need: Elite plans

Categories: Lead Management

Lead Segmentation

Filter and group leads by source, medium, campaign, keyword, landing page, custom field and product or service

Categories: Lead Management

Campaign Tracking

Track leads back to campaign and keyword

Categories: Marketing Analytics

Show all details (18)

Multi-Channel Data Collection

Combine calls, forms, chats and transactions in one leads dashboard and report

Categories: Marketing Analytics

Campaign Analytics

Leads by campaign and keyword, source and medium, ad and content, landing page, day and week

Categories: Marketing Analytics

ROI Tracking

Value leads and compare ROI by marketing source and keyword

Categories: Marketing Analytics

Performance Metrics

Real-time reporting

Custom report builder with plots and charts

More details & conditions

Compare changes over time

Categories: Marketing Analytics

Conversion Tracking

Assign sales value to leads

Enhanced conversions

Categories: Marketing Analytics

Multi-Campaign

Report leads across all campaigns in one report

Categories: Marketing Analytics

Workflow details

Numbers

Name
Tracking numbers
Scope
Call tracking offered in the countries listed on the pricing page
Description
Local and toll-free tracking numbers, dynamic number pools and number porting

Categories: Call Tracking

Routing

voicemail
scheduler
geo-routing
simultaneous dialing
IVR menu
First-party cookie tracking

Categories: Call Tracking

Recording

Name
Call recording and transcription
Conditions
- Transcription is billed per minute
Description
Calls can be recorded and transcribed

Categories: Call Tracking

Scoring

Name
Lead Intelligence
Conditions
- Elite plans
Description
Custom rules per tracked lead qualify leads automatically

Categories: Lead Management

Delivery

Dashboards
exports
Scheduled reports

Categories: Marketing Analytics

Pricing

Common pricing conditions

Applies to: Call Tracking · Elite (agency) · Elite (individual business) · Plus (agency) · Plus (individual business) · Pro (agency) · Pro (individual business)

Trial Available: Yes
Trial Days: 14
Trial is free: Yes

Call Tracking

Plan details & limits

Business Model: Subscription
Limits: Accounts
1account

Elite (agency)

Plan details & limits

Business Model: Subscription
Limits: Accounts
Unlimited

Elite (individual business)

Plan details & limits

Business Model: Subscription
Limits: Accounts
1account

Plus (agency)

Plan details & limits

Business Model: Subscription
Limits: Accounts
Unlimited

Plus (individual business)

Plan details & limits

Business Model: Subscription
Limits: Accounts
1account

Pro (agency)

Plan details & limits

Business Model: Subscription
Limits: Accounts
Unlimited

Pro (individual business)

Plan details & limits

Business Model: Subscription
Limits: Accounts
1account

Access & availability

API operations and access

Retrieve, edit, add and delete accounts and profiles

Retrieve, edit and add leads

Retrieve recordings

What you need: Included

Technical details

API

API access conditions: Requests use HTTP Basic authentication with a token and secret; a master account key requires an agency plan.
Each API key allows up to 10,000 requests per day, 1 request per millisecond and up to 20 concurrent requests.
Documented resources: accounts, profiles, leads and recordings.
Access: Public
Documentation: whatconverts.com/api/overview
Outbound webhooks: Yes

Deployment

Client Channels: Browser
API
Delivery Models: Cloud (SaaS)

Languages & regions

Service Countries: United States
GB
CA
AU
AT
BE
BR
CL
CO
HR
CZ
DK
FI
FR
GE
DE
GR
HK
IE
IL
IT
JP
MY
MX
NL
NZ
NO
PA
PE
PL
PT
PR
RO
SG
SK
ZA
ES
SE
CH
TH

Reliability

Service status: status.whatconverts.com

Customization

Supported Scopes: Fields
Reports
Branding

Security

Access Models

Role based

Assurances

Kind
Audit report
Scope
Annual independent audit of organizational and technology controls against the Trust Services Criteria for security; latest report available on request.
Standard
SOC 2 Type II
Kind
Self declaration
Scope
Vendor states compliance for HIPAA-enabled customer accounts.
Standard
HIPAA
Kind
Self declaration
Scope
Vendor states compliance with the EU General Data Protection Regulation.
Standard
GDPR

Encryption At Rest

Yes

Encryption In Transit

Yes

Residency Scope

Provider
Amazon Web Services
Data class
Primary data

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Product

Who it is for

Workflow details

Common pricing conditions

Call Tracking

Plan details & limits

Elite (agency)

Plan details & limits

Elite (individual business)

Plan details & limits

Plus (agency)

Plan details & limits

Plus (individual business)

Plan details & limits

Pro (agency)

Plan details & limits

Pro (individual business)

Plan details & limits

API

Deployment

Languages & regions

Reliability

Customization

Phonexa

Invoca

Reviews

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