Lead Tracking and Reporting Software for Marketing Agencies | WhatConverts

Table of Content

• What Is WhatConverts and What Does It Do?
• How WhatConverts Helps Your Business: Getting Clarity on What Marketing Actually Works
• WhatConverts Features: Tools to Capture, Organize, and Report on Every Lead
• How to Use WhatConverts: A Simple Guide to Getting Set Up
• WhatConverts Pricing: Plans for Individual Businesses and Agencies
• WhatConverts Call Tracking: See Which Campaigns Are Driving Phone Calls
  • Why Call Tracking Matters for Marketing Attribution
• WhatConverts Lead Management: Organize Every Lead in One Place
  • Why Lead Management Matters for Sales and Marketing Teams
• WhatConverts Analytics and Insights: Reports That Show What’s Actually Working
  • Why Marketing Reports Matter for Proving ROI
• WhatConverts Alternatives: Exploring Top Lead Tracking Competitors
• Is WhatConverts Worth It? A Complete Look at Its Value for Marketers and Agencies
• Frequently Asked Questions

What Is WhatConverts and What Does It Do?

WhatConverts is a cloud-based lead tracking and reporting platform for agencies, marketers, and business owners identify exactly which marketing efforts generate leads and revenue. It is widely used by digital marketing agencies, PPC specialists, SEO professionals, franchises, and businesses across industries like home services, legal, healthcare, real estate, and automotive.

Here’s what WhatConverts does:

• Captures Every Lead Type: WhatConverts tracks phone calls, text messages, web form submissions, live chat conversations, and e-commerce transactions, attaching marketing source data to each one.
• Attributes Leads to the Source: Every lead is automatically tied back to the specific campaign, keyword, ad, or referral source that generated it, down to the click.
• Organizes Leads Automatically: Leads are sorted into a centralized Lead Manager where teams can search, filter, qualify, and value each one without manual sorting.
• Qualifies and Values Leads: Users can mark leads as junk or qualified with one click and assign dollar values, making it easy to see which marketing sources deliver the best return.
• Builds Marketing Reports: WhatConverts generates reports that show which channels, campaigns, and keywords are producing the most (and best) leads, without exporting to spreadsheets.
• Integrates with Everyday Tools: WhatConverts connects with over 1,000 platforms, including Google Ads, Google Analytics, Bing Ads, Facebook Ads, CRMs like Pipedrive, and reporting tools like AgencyAnalytics.
• Supports Agencies Managing Multiple Clients: Agency-level plans let teams manage unlimited accounts under one roof, making client reporting faster and more accurate.

In short, WhatConverts gives marketers and agencies a complete picture of which marketing activities are actually generating leads and revenue, replacing guesswork and manual reporting with a single source of truth.

How WhatConverts Helps Your Business: Getting Clarity on What Marketing Actually Works

Whether you’re an agency proving results to clients, an in-house marketer under pressure to show ROI, or a business owner trying to figure out where your leads come from, WhatConverts is designed to remove the guesswork from marketing attribution. Its combination of call, form, chat, and transaction tracking with built-in reporting means teams spend less time cross-referencing spreadsheets and more time acting on what’s working.

WhatConverts for Agencies: Prove Results to Every Client

WhatConverts for Agencies can show clients exactly how well their marketing is performing, with clean reports that connect ad spend to real leads. This makes client reporting faster, more transparent, and easier to defend at renewal time.

WhatConverts for Marketers: Show the Real Number of Qualified Leads

In-house marketing teams can reveal exactly how many qualified leads their campaigns are delivering, separating genuine sales opportunities from junk inquiries and giving marketing a clear way to demonstrate its impact.

WhatConverts for Franchises: Track Every Location From One Platform

Franchise organizations can track marketing performance across every location from a single account, making it easier to compare results, spot underperforming markets, and standardize reporting across the brand.

WhatConverts for Business Owners: See Which Marketing Is Actually Working

Business owners spending money across multiple marketing channels can finally see, in plain terms, which campaigns are generating calls, forms, and sales, so budget goes toward what performs.

WhatConverts for Industry Specialists: Built for Real-World Use Cases

Industries like HVAC and plumbing, dental, legal, real estate, and automotive can use WhatConverts to separate new customer inquiries from existing ones, track calls back to specific campaigns, and calculate ROI from search ads, direct mail, and more.

WhatConverts Features: Tools to Capture, Organize, and Report on Every Lead

WhatConverts offers a full set of features designed to help marketers capture every lead, organize it automatically, and turn it into a clear report on marketing performance.

WhatConverts features include:

• Call Tracking: Capture phone calls and text messages with full marketing attribution, including dynamic number insertion, call recordings, transcripts, and instant tracking numbers.
• Form Tracking: Track submissions from existing web forms without rebuilding them, capturing the marketing source behind every form fill.
• Chat Tracking: Tie chat conversations from your website’s chat tool back to the marketing campaign that started them.
• E-commerce Tracking: See leads and sales together in one place, connecting transactions to the campaigns that drove them.
• Search and Filter Leads: Quickly find leads by name, number, or email across the entire account.
• Qualify Leads: Mark leads as junk or qualified with one click to eliminate noise from reporting.
• Value Leads: Assign dollar values to leads to see which marketing sources deliver the strongest ROI.
• Export Leads: Send lead data directly into a CRM or other third-party tool.
• Marketing Reports: See at a glance which campaigns, channels, and keywords are generating the most leads.
• Custom Reports: Build custom data sets and reports tailored to specific business needs.
• Marketing Intelligence: Get easy-to-understand insights without digging through raw data.
• Real-Time Reporting: Share live lead data with sales teams as it comes in.

These features help agencies and marketers reduce manual reporting work, prove the value of marketing spend, and make faster, better-informed decisions about where to invest.

How to Use WhatConverts: A Simple Guide to Getting Set Up

Getting started with WhatConverts is a straightforward process, letting marketers begin capturing and attributing leads within minutes of signing up.

Here’s a step-by-step overview:

• Create Your Account: Start a 14-day free trial by entering a name, email address, and password, no credit card required.
• Add the Tracking Code: Get the tracking script from the WhatConverts dashboard and add it to the website to begin capturing activity.
• Select Web Forms: Choose which forms on the site should be tracked and connect them to WhatConverts.
• Add Phone Numbers: Match tracking numbers to specific marketing sources to start capturing calls with full attribution.
• Connect Integrations: Link tools like Google Ads, Google Analytics, Bing Ads, Facebook Ads, and any CRM already in use.
• Start Capturing Leads: Once set up, calls, forms, chats, and transactions begin flowing into the centralized Lead Manager automatically.
• Qualify and Value Leads: Review incoming leads, mark them as qualified or junk, and assign values to build a clear picture of ROI.
• Build and Share Reports: Use built-in or custom reports to see which campaigns are performing best, and share real-time data with stakeholders or clients.

By following these steps, teams can move from setup to a full view of marketing performance quickly, without needing a developer or a separate reporting tool.

WhatConverts Pricing: Plans for Individual Businesses and Agencies

WhatConverts pricing plans are for both individual businesses and agencies managing multiple accounts, with every plan backed by a 14-day free trial.

Individual Business Plans

• Call Tracking Plan, $30/month (one account): Phone and text message tracking, instant tracking numbers, dynamic number insertion, call recording, and API access.
• Plus Plan, $60/month (one account): Everything in Call Tracking, plus form and chat tracking, campaign and keyword reporting, and integrations with Bing, Google Ads, and Google Analytics.
• Pro Plan, $100/month (one account): Everything in Plus, plus call flows, a custom report builder, scheduled reports, and HIPAA-compliant tracking.
• Elite Plan, $160/month (one account): Everything in Pro, plus full customer journey tracking, multi-click marketing attribution, pages visited tracking, and automated lead intelligence rules.

Agency Plans

• Plus Plan, $500/month (unlimited accounts)
• Pro Plan, $800/month (unlimited accounts)
• Elite Plan, $1,250/month (unlimited accounts)

Agency plans include the same feature sets as their individual-business counterparts, scaled across an entire client roster.

WhatConverts Call Tracking: See Which Campaigns Are Driving Phone Calls

Why Call Tracking Matters for Marketing Attribution

For many businesses, especially service-based industries, the phone call is where the real conversion happens. Without call tracking, that entire side of marketing performance is invisible. WhatConverts’ call tracking assigns marketing source data to every phone call and text message, closing that gap.

Dynamic Number Insertion: Track Calls Without Manual Setup

WhatConverts automatically swaps phone numbers on a website with tracking numbers based on how a visitor arrived, capturing attribution without any manual configuration.

Call Recording and Transcripts: Understand What Happened on the Call

Every tracked call can include a recording, transcript, and location data, giving sales and marketing teams the full context behind each lead, not just the fact that it happened.

Call Tracking in Action: Connect Calls Back to the Campaign

Whether it’s a paid search ad, an organic listing, or a direct mail piece, WhatConverts shows exactly which source drove each call, helping teams double down on what’s generating real conversations with customers.

WhatConverts Lead Management: Organize Every Lead in One Place

Why Lead Management Matters for Sales and Marketing Teams

Capturing leads is only half the problem. Without a way to organize, qualify, and value them, teams are left sorting through scattered data by hand. WhatConverts’ Lead Manager brings every call, form, chat, and transaction into a single, searchable view.

Search and Filter: Find Any Lead in Seconds

Teams can search leads by name, phone number, or email, and filter by source, date, or status to quickly find what they need without digging through spreadsheets.

Qualify and Value Leads: Separate Real Opportunities From Noise

With one-click qualification, teams can mark leads as junk or genuine, then assign a dollar value to each one, building an accurate picture of which marketing sources deliver real business value.

Lead Management in Action: Keep Sales and Marketing Aligned

Whether it’s an agency reporting to a client or an in-house sales team following up on new leads, organized lead data means less time spent on manual sorting and more time acting on what matters.

WhatConverts Analytics and Insights: Reports That Show What’s Actually Working

Why Marketing Reports Matter for Proving ROI

Marketing performance data is only useful if it can be turned into a clear, shareable answer to the question: what’s working?, WhatConverts’ reporting tools are built to answer that question without requiring a separate analytics platform.

Marketing Reports: See Top Performers at a Glance

Built-in reports show which campaigns, channels, and keywords are generating the most (and best) leads, making it easy to spot where budget is paying off.

Custom Reports and Real-Time Data: Build What the Business Actually Needs

Teams can build custom reports tailored to specific goals, and share real-time lead data with salespeople or stakeholders as it comes in, rather than waiting on a monthly summary.

Reporting in Action: Turn Data Into Decisions

Whether it’s an agency preparing a client review or a marketer justifying next quarter’s budget, WhatConverts turns raw lead data into reports that make the case clearly and quickly.

WhatConverts Alternatives: Exploring Top Lead Tracking Competitors

When exploring call tracking and lead attribution platforms, it’s natural to compare WhatConverts with other established players. While each platform has its strengths, WhatConverts stands out for its unified lead profiles, straightforward reporting, and focus on tying every lead type back to its marketing source.

WhatConverts vs CallRail

CallRail is one of the most widely used call tracking platforms, with a larger customer base and a broader feature set that includes conversation intelligence and outbound call tracking. CallRail tracks calls, texts, and forms across separate dashboards, while WhatConverts anchors every interaction to a single lead profile, so a call and a form fill from the same person show up as one connected lead rather than two disconnected sessions.

WhatConverts vs CallTrackingMetrics

CallTrackingMetrics offers call tracking alongside a contact center and conversation analytics tools, appealing to larger teams that need broader communication features. WhatConverts differentiates itself with a simpler setup process and reporting built specifically around proving which marketing source drove each lead, without the added complexity of a full contact center platform.

WhatConverts vs Invoca

Invoca focuses heavily on AI-driven conversation analytics for larger enterprise call centers. WhatConverts takes a more accessible approach, geared toward agencies and small to midsize businesses that need clear attribution across calls, forms, and chat without enterprise-level complexity or cost.

Is WhatConverts Worth It? A Complete Look at Its Value for Marketers and Agencies

WhatConverts is worth considering for agencies, marketers, and business owners who need a clear, centralized answer to which marketing efforts are actually generating leads. As a call tracking software and marketing attribution platform, it combines call, form, chat, and e-commerce tracking with automated lead organization and reporting, helping teams eliminate the manual work of piecing together attribution data from multiple tools.

Its unified Lead Manager and reporting tools provide extra value for agencies managing multiple clients, while its straightforward setup and 1,000-plus integrations make it accessible for smaller businesses that don’t have a dedicated analytics team. With a 14-day free trial and pricing options for both individual businesses and agencies, WhatConverts is positioned as a strong option for anyone whose marketing spend depends on proving real results.

Key Takeaways

• Unified Lead Tracking: WhatConverts connects calls, forms, chats, and transactions into a single lead profile with full marketing attribution.
• Built for Agencies and Marketers: Offers agency-level plans with unlimited accounts alongside plans for individual businesses.
• Strong Reporting Tools: Built-in and custom reports make it easy to show which campaigns and keywords are driving results.
• Simple Setup: Businesses can be up and running with tracking in place within minutes, without needing developer support.

Frequently Asked Questions

1. What is WhatConverts best used for?

WhatConverts is a lead tracking and reporting platform designed for marketing agencies, PPC and SEO professionals, and business owners. It helps track calls, forms, chats, and transactions back to the marketing source that generated them, and turns that data into clear reports on what’s working.

2. Does WhatConverts offer a free trial?

Yes, WhatConverts 14-day free trial is available with no credit card required, giving businesses full access to test the platform before committing to a plan.

3. How much does WhatConverts cost?

WhatConverts offers pricing for individual businesses starting at $30/month for Call Tracking, up to $160/month for the Elite plan. Agencies managing multiple clients can choose unlimited-account plans starting at $500/month up to $1,250/month for Elite.

4. Does WhatConverts support call tracking?

Yes, WhatConverts includes full call tracking with dynamic number insertion, call recording, transcripts, and location data, all tied back to the marketing source that generated the call.

5. Can WhatConverts track forms and chat, not just calls?

Yes, WhatConverts tracks existing web forms without requiring a rebuild, and connects chat conversations back to the marketing campaign that started them, in addition to call and transaction tracking.

6. Is WhatConverts suitable for agencies managing multiple clients?

Yes, WhatConverts offers agency-specific plans with unlimited accounts, making it easier to manage tracking and reporting for multiple clients from a single platform.

7. Does WhatConverts integrate with other tools?

Yes, WhatConverts integrates with over 1,000 tools, including Google Ads, Google Analytics, Bing Ads, Facebook Ads, CRMs like Pipedrive, scheduling tools like Calendly, and reporting platforms like AgencyAnalytics.

Ready to see exactly which marketing campaigns are driving your best leads? Try WhatConverts free for 14 days and start tracking calls, forms, chats, and conversions from one easy-to-use platform, so you can make smarter marketing decisions with confidence.