Services engineered to prove every lead and scale agency retainers
We benchmarked WhatConverts, CallRail, Ruler Analytics, and Triple Whale to construct the definitive attribution stack. Track every phone call, form fill, and chat — and feed closed revenue directly to your ad platforms.
Dynamic Call Tracking & DNI Pools
Connect inbound phone calls directly to the exact keyword, ad creative, and campaign that caused the phone to ring. No more guessing which ad generated high-ticket phone inquiries.
Core Features Included
- Dynamic Number Insertion (DNI) for Google Ads, Meta, SEO & Direct
- Local (area code matched) and Toll-Free number pools in 50+ countries
- Keyword, campaign, and ad group level attribution
- Custom whisper messages alerting reps to the caller's source before pickup
- Caller recording with caller consent greeting & AI transcription
- Automatic spam, telemarketer, and robocall filtering
Outcomes For Agencies & Clients
- Eliminate debate over phone lead volume and lead quality
- Know exact cost per qualified phone lead by campaign
- Identify top-converting sales scripts and lost calls
- Sync phone revenue back to Google Ads Smart Bidding
Zero-Code Web Form Capture
Capture every web form submission automatically with a single lightweight script. Never lose a lead due to broken Google Tag Manager triggers or webhook failures.
Core Features Included
- Auto-captures any HTML, WordPress, Webflow, Gravity Forms, or HubSpot form
- Captures all form fields, customer intent, and quote requests
- Stitches original marketing session: UTM source, medium, campaign, referrer
- Full GCLID (Google Click ID) and FBCLID capture for offline tracking
- Instant email and SMS lead alerts sent to clients or sales teams
- Spam honeypot and bot filtration built-in
Outcomes For Agencies & Clients
- 100% of website form submissions captured reliably
- Clients see all customer inquiries in one unified inbox
- No developer hours required to wire up custom webhooks
- Compare form vs phone conversion rates by ad group
Multi-Touch Campaign Attribution
B2B and high-ticket service sales rarely happen on the first visit. WhatsConvert tracks the full multi-session journey from discovery ad to closed client.
Attribution Models Supported
- First-Touch: Credits the campaign that discovered the prospect
- Last-Touch: Credits the final ad that prompted the phone call or form
- Linear: Distributes credit equally across all touchpoints
- W-Shaped / Position-Based: 40% First click, 40% Lead creation, 20% Middle nurture
- Cross-device and multi-domain journey stitching
Why Agencies Rely On It
- Prevents clients from cutting upper-funnel awareness campaigns
- Proves how SEO and Paid Ads compound each other
- Accurate ROAS calculated against actual revenue, not soft metrics
Agency White-Label & Multi-Client Portal
Reinforce your agency brand every day. Give your clients a sleek, customized portal under your agency's domain with custom colors and logo.
Agency Infrastructure
- Master Agency Switcher: Manage 10 to 100+ clients with zero logout friction
- Custom CNAME domain (e.g.
reporting.youragency.com) - Custom agency logo, favicon, color scheme, and email notifications
- Role-based access: Agency Super Admin, Account Manager, Client Viewer
- Automated weekly and monthly executive PDF reports generated on schedule
Commercial Benefits
- Increase monthly retainer value by bundling premium reporting
- Drastically reduce client reporting preparation time
- Build long-term agency equity and client stickiness
Google Ads & Meta Offline Conversion Import (OCI & CAPI)
Feed verified phone calls and closed dollar revenue directly back into ad algorithms. Stop ad networks from optimizing for spam form fills.
Automated Synchronization
- Google Ads Offline Conversion Import (OCI) with GCLID mapping
- Google Enhanced Conversions for phone calls and leads
- Meta Conversions API (CAPI) server-side event transmission
- Google Analytics 4 Measurement Protocol server-side integration
- Sync qualified lead status or exact closed invoice value
Algorithm Superpowers
- Trains Google Smart Bidding (Target CPA / Target ROAS) on actual money
- Reduces junk clicks by up to 45% in competitive service industries
- Policy-compliant data hashing preserving user privacy
Closed-Loop CRM & Pipeline Integration
Bridge the gap between marketing clicks and your client's CRM. When a lead closes in the CRM, WhatsConvert automatically matches the revenue to the original ad campaign.
Native CRM Integrations
- HubSpot, Salesforce, Pipedrive, Zoho CRM, ActiveCampaign
- HighLevel (GHL) native two-way lead & attribution sync
- Webhooks, Zapier, Make.com, and full REST API access
- Quotable lead qualification — mark leads as Won with quote value
- Looker Studio connector for custom agency reporting boards
The Closed-Loop Advantage
- No more manual spreadsheet reconciliation between marketing & sales
- Direct connection between ad spend and closed pipeline dollars
- Prove the exact return on investment to client leadership
Transform How Your Agency Tracks & Proves Conversions
Join hundreds of agencies running WhatsConvert for dynamic call tracking, form capture, and white-label client reporting.