Searching for the ultimate guide to lead management system? You just landed on the right page. In today’s crowded marketing landscape, capturing every lead and understanding its origin can make or break your ROI. That’s where WhatConverts comes in—an all-in-one solution designed to help you track calls, forms, chats, and eCommerce leads automatically. With over a decade of experience, thousands of agencies and businesses trust WhatConverts to prove and grow marketing ROI. Try WhatConverts Free for 14 days Today and see your lead management efforts transform.

I know how overwhelming it can be to juggle multiple campaigns, platforms, and tracking tools. You deserve a single pane of glass that shows which keywords, ads, and channels deliver the highest-value leads. In this guide, I’ll walk you through everything you need to know about lead management system best practices, and how WhatConverts can streamline your process, give you actionable intelligence, and ultimately help you maximize ROI.

What is WhatConverts lead management system?

WhatConverts is a lead management system that provides end-to-end lead tracking and reporting for calls, forms, chat sessions, and eCommerce transactions. It automatically captures every lead generated across your marketing channels, organizes them in one central platform, and provides real-time insights into which campaigns and keywords drive the most valuable inquiries. Whether you’re a marketing agency managing multiple clients or a business owner looking to optimize ad spend, WhatConverts delivers transparent attribution and reporting.

WhatConverts lead management system Overview

I first discovered WhatConverts when searching for a way to consolidate call tracking, form tracking, and chat transcripts under one roof. Founded over ten years ago, WhatConverts set out with the mission to simplify marketing attribution and eliminate guesswork. Since then, it’s grown into a robust platform used by top PPC and SEO professionals worldwide.

The company has hit major milestones, including partnerships with Google Ads and Bing Ads, integration with leading analytics tools, and the introduction of HIPAA-compliant plans for healthcare clients. With a focus on continuous improvement, WhatConverts rolls out new features annually, ensuring it stays ahead in the competitive lead management system space.

Pros and Cons of WhatConverts lead management system

Pros: Intuitive dashboard and reporting interface that makes it easy to track calls, forms, and chat leads in real time.

Pros: Dynamic Number Insertion to attribute phone calls to specific campaigns and keywords without manual setup.

Pros: Comprehensive integrations with Google Ads, Bing Ads, Google Analytics, and other marketing platforms.

Pros: Auto-organization of leads, allowing you to search, filter, qualify, and export leads by value.

Pros: Scalable plans for individual businesses and agencies, complete with usage credits and HIPAA compliance options.

Pros: Customizable report builder and scheduled reports to automate your client deliverables.

Cons: Learning curve for advanced features like multi-click attribution and customer journey mapping.

Cons: Additional fees may apply if usage credits exceed monthly allotments on heavy-usage plans.

Features of the WhatConverts lead management system

WhatConverts packs a rich set of features designed to capture, qualify, and attribute all types of leads. Below are the standout capabilities that make it a top choice for marketers.

Call Tracking

Instantly track every phone call and text message generated by your campaigns.

• Dynamic Number Insertion automatically swaps phone numbers by source.
• Call recording and transcripts for quality assurance.
• API access for custom integrations and third-party reporting.

Form Tracking

Monitor form submissions across your websites, landing pages, and lead gen forms.

• Auto-capture UTM parameters and referrer data with each submission.
• Search and filter leads by campaign, keyword, or form field values.
• Custom lead valuation to prioritize high-quality prospects.

Chat Tracking

Integrate chat widgets to log every conversation as a lead.

• Chat transcripts searchable alongside calls and forms.
• Assign value and status to chat leads for streamlined follow-up.

eCommerce Tracking

Attribute online purchases to the marketing channels and keywords that close sales.

• Track revenue, products, and transaction IDs for full ROI visibility.
• Combine eCommerce data with offline leads in unified reports.

Reporting & Insights

View performance across channels with smart dashboards.

• Real-time reporting reveals top-performing keywords and campaigns.
• Custom report builder and scheduled email reports.
• Multi-click attribution displays the customer journey across touchpoints.

WhatConverts lead management system Pricing

WhatConverts offers flexible plans based on your tracking needs and usage levels. Each plan includes a 14-day free trial and usage credits to help you get started.

Call Tracking Plan

Price: $30/month – Ideal for small businesses focused on phone leads.

• $30 usage credit included.
• Track phone calls and text messages.
• Dynamic Number Insertion and call recording.

Plus Plan

Price: $60/month – Great for businesses tracking calls, forms, and chat.

• $30 usage credit included.
• All call tracking features plus form and chat tracking.
• Campaign and keyword reporting with Google and Bing integrations.

Pro Plan

Price: $100/month – Designed for agencies needing advanced reports.

• $30 usage credit included.
• Call flows, report builder, and scheduled reporting.
• HIPAA compliance for healthcare clients.

Elite Plan

Price: $160/month – For enterprises requiring full journey mapping.

• $30 usage credit included.
• Customer journey, multi-click attribution, and lead intelligence.
• Pages visited tracking and advanced analytics.

For marketing agencies managing multiple clients, explore the customizable Agency plans starting at $500/month to unlock higher usage credits and unlimited accounts. Midway through optimizing your campaigns, you can always check out WhatConverts to ensure your lead management system scales with your needs.

WhatConverts lead management system Is Best For

Whether you’re a one-person marketing team or a multi-client agency, WhatConverts caters to diverse audiences:

Marketing Agencies

Track unlimited client accounts, white-label reporting, and scalable usage credits to manage campaigns at scale.

Small & Medium Businesses

Consolidate calls, forms, and chats into one platform to eliminate manual spreadsheets and ensure no lead slips through the cracks.

eCommerce Brands

Attribute online sales to the campaigns and keywords that matter, merge online and offline data, and calculate true ROI.

Performance Marketers

Leverage multi-click attribution and customer journey reports to optimize ad spend and maximize revenue per acquisition.

Benefits of Using WhatConverts lead management system

• Comprehensive Lead Capture: Automatically record calls, forms, chats, and eCommerce transactions for a 360° view of all leads.
• Accurate Attribution: Dynamically attribute each lead to the correct campaign, keyword, and ad source.
• Centralized Reporting: One dashboard to view performance, eliminating the need for multiple tools or manual consolidation.
• Actionable Insights: Real-time metrics and custom reports highlight areas for optimization.
• Scalability: Plans for individual businesses and agencies, with usage credits and custom options.
• Improved Follow-Up: Qualify and value leads within the platform, then export or integrate with CRMs.

Customer Support

WhatConverts provides responsive support via email, live chat, and phone. Their documentation includes step-by-step guides, setup videos, and a knowledge base to help you implement advanced features like dynamic number insertion and multi-click attribution.

Clients frequently highlight the quick turnaround on support tickets and the willingness of the team to assist with custom integrations and API questions.

External Reviews and Ratings

Users on G2 and Capterra consistently rate WhatConverts above 4.5 stars, praising its intuitive interface and reliable call tracking. Many agencies report doubling the value of their reporting packages by including call, form, and chat data in a single platform.

Some critiques mention a slight learning curve for advanced attribution features, but WhatConverts addresses this with dedicated onboarding sessions and detailed help articles.

Educational Resources and Community

WhatConverts maintains an active blog covering best practices for tracking, attribution, and lead qualification. They host quarterly webinars on topics like call analytics, conversion rate optimization, and API integrations. Plus, you can join their community forum to exchange tips with other marketers and stay updated on feature releases.

Conclusion

In today’s competitive environment, a robust lead management system is essential to maximize ROI and drive growth. WhatConverts brings calls, forms, chats, and eCommerce leads under one roof, with powerful reporting and attribution that prove the true value of your marketing efforts. Whether you’re a small business or a large agency, you can start tracking smarter today. Midway through optimizing your campaigns, remember to revisit WhatConverts to ensure every lead counts.

Try WhatConverts Free for 14 days Today and unlock growth with a best-in-class lead management system.