Join 2,000+ agencies that can see which leads become quotes and which drive revenue… without needing direct access to their clients’ CRMs. Our onboarding team will guide you through every step.
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After trying it out, by far better than CallRail… wish I tried it years ago.
You can show what your client spent and which leads came in, but not which ones received quotes or became customers.
You need to separate genuine prospects from spam, billing questions, and existing customers before you can discuss lead quality.
You’ve sent the lead list, but they haven’t filled in what was quoted or which jobs closed.
Google shows phone-number clicks, but your client says the phone is quiet. You can’t tell which clicks became conversations.
You can compare lead counts and costs, but not which campaign brought in the jobs your client wanted.
You can’t tell whether the inquiries were a poor fit, calls went unanswered, or prospects never got a next step.
So you can show which campaigns generated opportunities, which led to sales, and where to put the next advertising dollar.
Here’s what that looks like day to day:
Review the inquiries together. Separate people asking about a job from spam, existing customers, and billing questions.
Open the recorded call. If a quote was mentioned, AI can capture the amount against that lead for you to check.
Connect their sales outcomes and show which inquiries closed and how much those customers spent. Keep confirmed sales separate from quotes.
Put the source, lead quality, captured quote, and recorded sales outcome together, so your client can see what happened after each inquiry came in.
Where sales outcomes are available, compare the revenue connected to each campaign instead of deciding on lead count alone.
Send each lead’s quote value back to your ad platform the same day, then update it to the real sale when the job closes. It learns which clicks turn into paying jobs weeks before a CRM export would tell it. Works with Google Ads, Microsoft Ads and Meta.
Every call marked as a real lead or not, so your reporting counts customers instead of ringing phones.
Attach what each one was worth — quoted or closed. This is what turns lead volume into ROI.
Calls, forms, chats and transactions together, matched to the sale in your client's CRM. No more monthly hand-matching.
Swapped in automatically, however the customer ends up dialling — tapped, typed or saved months ago. The call is attributed to the campaign that earned it.
Qualified leads and their quote values sent back automatically, while the platform can still learn from them. Works with Google Ads, Microsoft Ads and Meta.
Your logo, your client's dashboard, the full picture every month without you building it. And it doesn't have to sit on your P&L as a cost — many agencies white-label it and bill it as part of the reporting they already sell.
“We can generate leads all day. But if they’re not quotable, there’s no value to the client.”
“With CallRail, it’s not as clear-cut — what was quoted, what the sales value was, what the return on investment was by source.”
“One of the things we fell in the trap with is we solely optimized the campaigns according to cost per lead.”
“You guys made it easy for us to say, ‘This is how much you got in dollar value.’”
“I think of WhatConverts like an insurance policy against client churn, because it gives us the ability to show value.”
“Being able to show a client the number of quotable leads they got last month — there really is no price you can put on that.”
“We make fast decisions, and we’re getting more return on investment than we’ve ever gotten.”
“We use this literally every single day. It’s a core part of our business.”
“I don’t think I’d have a sustainable business without it.”
“We’ve been using WhatConverts ever since, and we haven’t entertained another solution.”
Every lead your marketing generates — calls, forms, chats and transactions — captured in one place, qualified, valued, and tied back to the campaign that produced it. Most of our customers come to us because the phone calls are the half they've never been able to see.
Because a call count isn’t revenue. WhatConverts puts a quote value, and later the sale value, on each lead, then sends those values back to Google Ads, Microsoft Ads and Meta. Your reports show money, and your campaigns learn from it.
We’ll look at how your clients’ calls, forms and chats are tracked today, and show you which leads would have turned into quotes and revenue.
Less than you’d think. Our onboarding team sets it up with you. They’ll handle your first clients and the account creation if you want, and duplicate whatever you have in CallRail. After that, the reports build themselves.
Then the question is whether it shows you revenue or call counts. If you’re moving from CallRail, our team helps you duplicate your setup and remove the old scripts so nothing conflicts.
Yes. Two-way CRM sync matches each call, form and chat to the sale. Values go back natively to Google Ads, Microsoft Ads and Meta, and to other tools through Zapier.
Yes. There’s a 14-day free trial, and most agencies start with a plan for one or two clients before moving to an agency account.
You keep them. Eligible numbers can be ported, and our customer success team assesses eligibility and manages the transfer with you — you send a spreadsheet of the numbers. What’s possible depends on your current setup, so we look at it together before anything changes. Cancelling your existing contract stays with you.
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