- Marketing needs to attribute calls, forms, chats, and transactions to campaigns and revenue: WhatConverts combines multi-channel lead capture, attribution, qualification, valuation, and reporting.
- An agency manages lead tracking for multiple client businesses: Agency editions provide unlimited accounts with larger included usage credits.
- The team wants automated lead scoring, qualification, and AI analysis: Elite plans include Lead Intelligence rules and AI-powered analysis.
- Healthcare lead tracking requires vendor-provided HIPAA safeguards: Pro and Elite pricing includes HIPAA call, form, and chat tracking; a BAA and buyer controls remain necessary.
Sales & CRM / Lead Management Software
WhatConverts Review, Pricing, Pros & Cons
WhatConverts is lead tracking and management software that captures calls, forms, chats, and other conversions so teams can search, qualify, value, and export leads.
Research by Global Tool Radar Research SystemEvidence checked: Jul 28, 2026AI-assisted · No Global Tool Radar hands-on testView research methodology
Buying snapshot
Quick buying snapshot
A compact view of who this tool fits, what it costs, and what to confirm before choosing it.
- The buyer needs a complete sales CRM with accounts, opportunities, forecasting, and rep pipeline management: WhatConverts manages and attributes inbound leads but connects to CRM products for downstream opportunity workflows.
- The buyer requires one predictable all-inclusive price with no metered usage: Monthly subscriptions include credits, but excess calls and other tracked leads are billed at usage rates.
- The buyer needs advanced Lead Intelligence on a lower-cost plan: Official documentation limits Lead Intelligence to Elite plans.
- The buyer requires a direct native Salesforce or HubSpot connection without middleware: The documented integrations use separate Zapier workflows and require a Zapier account.
- Monthly base subscription plus metered usage and optional add-ons
- Call Tracking · 30 · per account · per month · billed monthly · Single Account
- No permanent free plan; a 14-day free trial requires a payment card and can be extended to 30 days after an onboarding call.
Product scope
Product functionality and purchase scope
This review covers the WhatConverts platform for tracking calls, forms, chats, transactions, marketing attribution, lead qualification, valuation, reporting, and Elite-plan Lead Intelligence.
Product checked: Jul 28, 2026
- Lead Tracking
- Lead Manager
- Marketing attribution and reporting
- Lead Intelligence when included in Elite plans
- Standalone CRM opportunity and account management
- Zapier subscriptions and workflows
- HubSpot, Salesforce, and other connected CRM products
- Professional marketing or sales services
- Individual Business: Single-account route for one company, with Call Tracking, Plus, Pro, and Elite editions.
- Agency: Unlimited-account route for agencies managing multiple businesses, with Plus, Pro, and Elite editions.
Pricing plans
WhatConverts pricing table
Pricing checked: Jul 28, 2026
Official factConfidence 95%3 linked sources
Individual Business plans cover one account from $30 to $160 per month. Agency plans cover unlimited accounts from $500 to $1,250 per month. Every plan includes a monthly usage credit; excess telephony and other tracked-lead usage is billed separately, and optional add-ons can increase recurring cost.
Official pricing pagePlanPriceKey differencesBest for
Call TrackingWhatConverts Individual BusinessSupporting pricing evidence
- 30 · per account · per month · billed monthly · Single Account
- Monthly usage credit: 30 USD usage credit.
- Tracked lead types: Phone calls and text messages; Single account.
- API access: Send and receive leads through third-party software.
Plus (Single Account)WhatConverts Individual BusinessSupporting pricing evidence
- 60 · per account · per month · billed monthly · Single Account
- Monthly usage credit: 30 USD usage credit.
- Multi-channel lead tracking: Calls, forms, and chats with marketing attribution; Single account.
- Campaign and keyword reporting: PPC campaign and keyword attribution.
Pro (Single Account)WhatConverts Individual BusinessSupporting pricing evidence
- 100 · per account · per month · billed monthly · Single Account
- Monthly usage credit: 30 USD usage credit.
- Call flows: Route callers to the appropriate department; Single account.
- Report builder: Custom and scheduled reports.
- HIPAA safeguards: HIPAA-compliant call, form, and chat tracking; BAA and customer processes remain required.
Elite (Single Account)WhatConverts Individual BusinessSupporting pricing evidence
- 160 · per account · per month · billed monthly · Single Account
- Monthly usage credit: 30 USD usage credit.
- Customer journey: Marketing attribution, page views, and lead actions; Single account.
- Multi-click attribution: Capture all attribution points for each visitor.
- Lead Intelligence: Automated qualification, scoring, valuation, and AI analysis.
Plus (Unlimited Accounts)WhatConverts AgencySupporting pricing evidence
- 500 · per agency subscription · per month · billed monthly · Unlimited Accounts
- Monthly usage credit: 250 USD usage credit; Unlimited accounts.
- Managed accounts: Unlimited accounts; Agency plan.
- Multi-channel lead tracking: Calls, forms, and chats with attribution; Agency plan.
Pro (Unlimited Accounts)WhatConverts AgencySupporting pricing evidence
- 800 · per agency subscription · per month · billed monthly · Unlimited Accounts
- Monthly usage credit: 300 USD usage credit; Unlimited accounts.
- Managed accounts: Unlimited accounts; Agency plan.
- Report builder: Custom and scheduled reports; Agency plan.
- HIPAA safeguards: HIPAA-compliant call, form, and chat tracking; BAA and customer processes remain required.
Elite (Unlimited Accounts)WhatConverts AgencySupporting pricing evidence
- 1250 · per agency subscription · per month · billed monthly · Unlimited Accounts
- Monthly usage credit: 400 USD usage credit; Unlimited accounts.
- Managed accounts: Unlimited accounts; Agency plan.
- Customer journey: Marketing attribution, page views, and lead actions; Agency plan.
- Lead Intelligence: Automated qualification, scoring, valuation, and AI analysis; Agency plan.
Plan upgrade triggers
Verified plan boundaries that can change the required edition.
Forms, chats, transactions, and campaign or keyword reporting are required.
Supporting pricing evidenceCall flows, custom reports, scheduled reports, or HIPAA safeguards are required.
Supporting pricing evidenceCustomer journeys, multi-click attribution, or Lead Intelligence automation is required.
Supporting pricing evidenceThe buyer needs to manage leads for multiple businesses or client accounts.
Supporting pricing evidenceVariable usage cost
Usage cost scenarios
Enter usage in the same unit and period as the published plan allowance.
PlanIncluded allowanceEstimated extra costVariable usage cost
Additional local call minutes - Individual Business0 local call minute$0.05 USD$0.05 USD / local call minute
Additional local call minutes - Agency0 local call minute$0.04 USD$0.04 USD / local call minute
Additional toll-free minutes - Individual Business0 toll-free call minute$0.07 USD$0.07 USD / toll-free call minute
Additional toll-free minutes - Agency0 toll-free call minute$0.06 USD$0.06 USD / toll-free call minute
Additional forms, chats, and transactions0 tracked lead$0.10 USD$0.10 USD / tracked lead
Call transcription0 transcription minute$0.02 USD$0.02 USD / transcription minute
PCI redaction0 recording or transcription minute$0.01 USD$0.01 USD / recording or transcription minute
This calculation compares usage with the published allowance on the same unit and period basis. It excludes taxes, negotiated terms, and unverified packaging conditions.
Product scope
What is included, connected, or sold separately
Material capabilities are separated by their verified relationship to the target product.
Optional white-label dashboard and email brandingAdd-on
White Label is listed as an additional $50 per month.
Plan: Call Tracking: Optional add-on · Plus (Single Account): Optional add-on · Pro (Single Account): Optional add-on · Elite (Single Account): Optional add-on · Plus (Unlimited Accounts): Optional add-on · Pro (Unlimited Accounts): Optional add-on · Elite (Unlimited Accounts): Optional add-on
Lead Manager for organizing, qualifying, valuing, and exporting tracked leadsIncluded capability
Official help states that Lead Manager is available on all plans.
Plan: Call Tracking: Included · Plus (Single Account): Included · Pro (Single Account): Included · Elite (Single Account): Included · Plus (Unlimited Accounts): Included · Pro (Unlimited Accounts): Included · Elite (Unlimited Accounts): Included
Vendor-stated SOC 2, GDPR, HIPAA, and CCPA safeguardsIncluded capability
Product-wide vendor claims; HIPAA plan access is separately tied to Pro and Elite pricing.
Custom Report Builder and scheduled reporting from Pro upwardPlan-dependent capability
Pro adds Report Builder and scheduled reports; Elite inherits Pro features.
Plan: Call Tracking: Unavailable · Plus (Single Account): Unavailable · Pro (Single Account): Included · Elite (Single Account): Included · Plus (Unlimited Accounts): Unavailable · Pro (Unlimited Accounts): Included · Elite (Unlimited Accounts): Included
Customer journeys and multi-click attribution on Elite plansPlan-dependent capability
Elite plan cards list Customer Journey and Multi-click Marketing Attribution.
Plan: Call Tracking: Unavailable · Plus (Single Account): Unavailable · Pro (Single Account): Unavailable · Elite (Single Account): Included · Plus (Unlimited Accounts): Unavailable · Pro (Unlimited Accounts): Unavailable · Elite (Unlimited Accounts): Included
Form, chat, and transaction tracking from Plus upwardPlan-dependent capability
Call Tracking covers calls and texts; Plus, Pro, and Elite add forms, chats, and transactions.
Plan: Call Tracking: Unavailable · Plus (Single Account): Included · Pro (Single Account): Included · Elite (Single Account): Included · Plus (Unlimited Accounts): Included · Pro (Unlimited Accounts): Included · Elite (Unlimited Accounts): Included
Lead Intelligence automation and AI analysis on Elite plansPlan-dependent capability
Official help states Lead Intelligence is available on Elite plans.
Plan: Call Tracking: Unavailable · Plus (Single Account): Unavailable · Pro (Single Account): Unavailable · Elite (Single Account): Included · Plus (Unlimited Accounts): Unavailable · Pro (Unlimited Accounts): Unavailable · Elite (Unlimited Accounts): Included
Bidirectional HubSpot lead and sales-value workflows through ZapierThird-party integration
Separate Zapier workflows are required for each data-flow direction.
HubSpot and Zapier
Bidirectional Salesforce lead and opportunity-value workflows through ZapierThird-party integration
Separate Zapier workflows are required for each data-flow direction.
Salesforce and Zapier
Scoring method
How the score is calculated
The score uses the category-specific buying dimensions below and their displayed weights.
This page is based on public product information, official sources, structured feature data, and multi-model AI evaluation. It is not a hands-on lab test unless explicitly stated.
- Evidence confidence
- 85%
- AI claim confidence
- 95%
- Required-field evidence status
- 100%
- Evidence freshness
- 66%
- Field traceability
- 100%
- Model agreement
- 86%
Why this confidence level
- Evidence confidence uses source level and claim-to-source support; AI claim confidence is shown separately.
- Required-field evidence status measures whether weighted required claims have evidence links; it does not mean every product behavior was independently verified.
- 8 of 8 weighted claims have evidence links.
- 9 A1 documentary official sources and 1 A2 official product sources are linked.
- 5 independent review sources are retained, including 0 professional sources with an explicit hands-on method.
- No weighted claim is past the review window.
- No blocking evidence conflict was identified.
Lead routing and SLA control20%
49Pro plans support call flows to route inbound telephone callers to specific departments, but the software does not provide native SLA monitors or broad automated lead assignment rules.
Lead qualification and scoring18%
66Central Lead Manager supports filtering, grouping, qualification, and valuation of tracked leads on supported plans, while automated qualification, scoring, valuation, and AI analysis are limited to Elite Lead Intelligence.
Lead capture and enrichment15%
82The system captures calls, text messages, forms, chats, and transactions, though tracking beyond basic phone calls and texts requires at least a Plus plan.
Lead nurture and follow-up workflows15%
26The platform does not include native email or campaign nurturing tools, requiring downstream handoffs to external CRM or marketing systems for lead follow-up.
Sales handoff visibility12%
60Qualified and valued leads can be exported through API, webhooks, and Zapier-connected CRM workflows, yet native sales-stage handoff dashboards or bidirectional opportunity visibility are outside the documented scope.
Lead data quality controls10%
56The product includes lead filtering, grouping, qualification, valuation, and recording or transcription options in the documented feature set, which can help teams review and organize lead records. The score is moderate because the facts do not establish validation rules, deduplication, governance controls, or other explicit data-quality enforcement features.
Lead performance analytics10%
77Plus plans include campaign and keyword reporting, Pro plans add custom and scheduled report building, and Elite plans add customer-journey and multi-click attribution views for inbound lead performance analysis.
Public review signals
WhatConverts is rated 4.9/5 on G2, Capterra, GetApp, and Software Advice, with 8.9/10 on TrustRadius.
Retained public aggregates are consistently strong across four major review sites at 4.9/5, with sample sizes of 314 reviews on G2 and 50 reviews each on Capterra, GetApp, and Software Advice. TrustRadius shows 8.9/10 from 2 reviews and ratings. Source-visible themes most often emphasize responsive customer support, easy setup, and clear lead/conversion tracking; a recurring concern is that some reporting or setup details can take time to learn or refine.
Public review signals updated: Jul 28, 2026
Commonly reported strengths
- Responsive customer support and helpful onboarding are repeatedly highlighted on G2, Capterra, GetApp, and Software Advice.
- Clear lead, call, and conversion tracking is a recurring strength on G2, Capterra, and GetApp.
- Ease of use and straightforward setup are commonly reported on G2, Capterra, GetApp, and Software Advice.
Commonly reported concerns
- Some users note a learning curve or that reporting/setup details can be improved, as reflected on G2, Capterra, and Software Advice.
Capterra4.9/5
- Review count
- 50 reviews
- Source context
- Capterra WhatConverts reviewsExact product
G24.9/5
- Review count
- 314 reviews
- Source context
- G2 WhatConverts reviewsExact product
GetApp4.9/5
- Review count
- 50 reviews
- Source context
- GetApp WhatConverts reviewsExact product
Software Advice4.9/5
- Review count
- 50 reviews
- Source context
- Software Advice WhatConverts reviewsExact product
Limited review signals
These ratings are retained for transparency but are not presented as representative buyer sentiment.
TrustRadius8.9/10
Insufficient sample · 2 reviews
- Review count
- 2 reviews
- Source context
- TrustRadius WhatConverts scoreExact product
WhatConverts tag profile
Company size
- Small business
- Mid-market
- Enterprise
Business function
- Marketing operations
- Revenue operations
- Sales development
Use case
- Lead capture and routing
- Buyer intent prioritization
Integration ecosystem
- Salesforce
- HubSpot
- Marketing automation
Compliance requirement
- GDPR and CCPA customer privacy
WhatConverts core capabilities
- Call, form, chat, transaction, and text-message tracking
- Campaign, keyword, landing-page, and customer-journey attribution
- Central Lead Manager with filtering, grouping, qualification, and valuation
- Custom and scheduled reporting
- Call flows and call recording or transcription
- Elite-plan Lead Intelligence rules and AI analysis
Detailed strengths and purchase cautions
Why it is worth considering
- Tracks and attributes inbound conversions across phone calls, text messages, forms, and chats on Plus plans and above.
- Delivers clear keyword-level and campaign-level PPC attribution, with Pro plans adding a custom and scheduled report builder.
What to confirm before buying
- Automated scoring, AI-assisted lead analysis, and visitor customer journey tracking require upgrading to high-tier Elite plans.
- Documented synchronization with Salesforce and HubSpot relies on Zapier, introducing external workflow maintenance and potential third-party costs.
Multi-AI review
Cross-model buying perspectives
Multiple AI models assess this tool against the same buying criteria, so you can compare scores, confidence, fit, cautions, and final views.
AI assessment updated: Jul 28, 2026
Score comparisonGPTGeminixAIRange
Lead routing and SLA control58504018
Lead qualification and scoring71606811
Lead capture and enrichment76858610
Lead nurture and follow-up workflows39251524
Sales handoff visibility68555613
Lead data quality controls57654619
Lead performance analytics7480786
- Lead nurture and follow-up workflows: 15–39 (24-point range)
- Lead data quality controls: 46–65 (19-point range)
- Lead routing and SLA control: 40–58 (18-point range)
GPTAI-assisted buyer perspective63
WhatConverts fits buyers that need inbound lead attribution, qualification, and reporting across calls, forms, chats, and related downstream workflows, especially when they can accept metered usage and plan-specific feature boundaries. It is not a standalone sales CRM, so teams should check how lead data will move into their CRM and whether the required automation is on the right edition.
- Review confidence
- 63/100
Model details
- Strengths
- The product captures and attributes calls, forms, chats, transactions, and text messages, which supports teams that need source-to-lead visibility across multiple inbound channels.
- The Elite plans add automated qualification, scoring, valuation, and AI analysis, which supports buyers that want lead intelligence inside the tracking system.
- The higher business and agency plans add call flows, custom and scheduled reporting, customer-journey attribution, and multi-click attribution, which can support more advanced reporting and routing use cases.
- Cautions
- The pricing model combines a monthly base subscription with metered usage and optional add-ons, so total spend can vary with lead volume and tracking activity.
- Lead Intelligence is documented only on Elite plans, so buyers that need automated scoring or AI-assisted analysis must plan around that edition boundary.
- Salesforce and HubSpot connections are documented through Zapier workflows, so buyers should check their integration setup and any separate third-party cost.
GeminiAI-assisted buyer perspective60
WhatConverts is a dedicated lead tracking and marketing attribution platform that excels at capturing multi-channel inquiries, making it a strong option for teams needing source-to-revenue reporting, though advanced scoring and automated CRM handoffs require Elite-tier licensing or third-party Zapier configurations.
- Review confidence
- 60/100
Model details
- Strengths
- Tracks and attributes inbound conversions across phone calls, text messages, forms, and chats on Plus plans and above.
- Delivers clear keyword-level and campaign-level PPC attribution, with Pro plans adding a custom and scheduled report builder.
- Cautions
- Automated scoring, AI-assisted lead analysis, and visitor customer journey tracking require upgrading to high-tier Elite plans.
- Documented synchronization with Salesforce and HubSpot relies on Zapier, introducing external workflow maintenance and potential third-party costs.
xAIAI-assisted buyer perspective56
WhatConverts fits marketing and agency buyers that need multi-channel inbound lead capture with source attribution and a central place to qualify and value leads before exporting them to a separate CRM, provided they accept metered usage charges and Elite pricing when automated scoring is required.
- Review confidence
- 56/100
Model details
- Strengths
- Captures calls, forms, chats, text messages, and transactions into a central Lead Manager with campaign, keyword, and landing-page attribution so teams can see which sources produced each lead.
- Supports manual filtering, grouping, qualification, and valuation of tracked leads before export through API, webhooks, or third-party connections.
- Agency editions provide unlimited managed accounts with higher included monthly usage credits than single-account Individual Business plans.
- Pro editions add call flows for department routing, custom and scheduled reporting, and HIPAA-compliant call, form, and chat tracking when a BAA and required customer processes are in place.
- Cautions
- Total monthly cost varies with phone numbers, call minutes, messages, form/chat/transaction volume, transcription, and optional add-ons once the plan’s included usage credit is exceeded.
- Automated Lead Intelligence qualification, scoring, valuation, and AI analysis are available only on Elite Individual and Elite Agency plans.
- Documented Salesforce and HubSpot connections rely on Zapier workflows that require separate setup and may add third-party cost.
- The product is not a full CRM
Research transparency
How this page was researched
A compact record of the evidence used, what was not tested, and which conclusions still need verification.
- Official sources
- 10
- Broad product review sources
- 5
- Marketplace and app-store sources
- 0
- Editorial sources
- 0
- Latest evidence check
- Jul 28, 2026
Research basis
Global Tool Radar generated this assessment from structured facts linked to public sources. No Global Tool Radar hands-on test is recorded in this page's research data. Any external hands-on assessment is identified separately and does not affect the Global Tool Radar score.
Conflict handlingNo unresolved evidence conflict is currently recorded.
View research methodologyVerified findingsNo permanent free plan; a 14-day free trial requires a payment card and can be extended to 30 days after an onboarding call.
- Monthly base subscription plus metered usage and optional add-ons
- Call, form, chat, transaction, and text-message tracking Campaign, keyword, landing-page, and customer-journey attribution Central Lead Manager with filtering, grouping, qualification, and valuation Custom and scheduled reporting Call flows and call recording or transcription Elite-plan Lead Intelligence rules and AI analysis API, webhooks, and third-party integrations Agency plans with unlimited managed accounts
- $30 per account per month
- Individual Business plans cover one account from $30 to $160 per month. Agency plans cover unlimited accounts from $500 to $1,250 per month. Every plan includes a monthly usage credit; excess telephony and other tracked-lead usage is billed separately, and optional add-ons can increase recurring cost.
Verification notes and unresolved itemsCurrent official pages establish seven public monthly plan states, included usage credits, monthly billing, a 14-day card-required trial, and multiple usage rates.
- Currency is displayed with the dollar symbol but not as an ISO code on the captured pricing page, so offer currency and market remain not stated.
- Public materials do not establish a minimum paid commitment, renewal terms, implementation or migration fees, cancellation terms after trial, data-retention terms after cancellation, or international telephony rates for every country.
- CRM integrations were verified as Zapier-mediated rather than native embedded CRM capability.
Sources checked
WhatConverts source links
Connect WhatConverts to HubSpotWhatConvertsLevel A1Linked to 1 scored claimChecked Jul 28, 2026
Understand the Salesforce IntegrationWhatConvertsLevel A1Linked to 1 scored claimChecked Jul 28, 2026
SecurityWhatConvertsLevel A1Linked to 1 scored claimChecked Jul 28, 2026
What is Lead Intelligence?WhatConvertsLevel A1Linked to 1 scored claimChecked Jul 28, 2026
Introduction to Lead TrackingWhatConvertsLevel A1Linked to 0 scored claimsChecked Jul 28, 2026
What is the Lead Manager?WhatConvertsLevel A1Linked to 1 scored claimChecked Jul 28, 2026
Try WhatConverts for FreeWhatConvertsLevel A1Linked to 3 scored claimsChecked Jul 28, 2026
Billing FAQsWhatConvertsLevel A1Linked to 4 scored claimsChecked Jul 28, 2026
FAQ
WhatConverts FAQ
What is the current public starting price for WhatConverts?
The Individual Business Call Tracking plan is listed at $30 per month for one account; metered usage and optional add-ons can increase the total.
Does WhatConverts have a free plan or free trial?
There is no verified permanent free plan. The official trial is 14 days, requires a payment card, and can be extended to 30 days after an onboarding call.
Is WhatConverts a full CRM?
No. It captures, attributes, qualifies, values, and reports on leads, then connects to CRM systems for downstream contact, opportunity, and sales workflows.
Which plan includes Lead Intelligence?
Lead Intelligence is documented for Elite plans only.
How are WhatConverts subscriptions billed?
The vendor says subscriptions are billed monthly on the original signup date. Public sources do not establish a minimum paid commitment or renewal term.
Does WhatConverts integrate with Salesforce and HubSpot?
Yes, but the documented Salesforce and HubSpot connections use Zapier workflows, which require separate setup and may add third-party cost.
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