Shares data with third parties
"We may share your PD with third parties for similar audience marketing purposes."
Confidence: high
Source
WhatConverts
by WhatConverts
Last updated Mar 29, 2026 · 1 revision
Full-funnel lead tracking for HVAC companies covering calls, forms, and chat. Assigns revenue to individual leads so contractors see true ROI by channel.
Highlights
Capabilities
Trust
Media
www.whatconverts.com
About This Product
HVAC and plumbing is a featured industry vertical on WhatConverts' website. 4.9/5 G2 rating from 294 reviews. Starting at $30/month. Tracks calls, form submissions, live chat, and e-commerce from every marketing campaign. Assigns actual revenue values to leads unlike pure call trackers. Particularly popular with HVAC marketing agencies doing PPC/SEO attribution for contractor clients.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Not available
- Free trial
- Yes
- Free tier
- No
- Public API
- No
- Deployment
- Cloud
Trust & Privacy
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
Data export available on request
"You have the right to request and get your personal data that you provided to us and use it for your own purposes. We will provide your data to you within 30 days of your request."
Confidence: high
Source
Data deletion honored on request
"You have the right to request the removal or deletion of your personal data if there is no compelling reason for us to continue processing it."
Confidence: high
Source
Primary policy document: https://whatconverts.com/privacy-policy
FSH Score Breakdown
Ease of Use 6.5
Features 7.2
Support 5.0
Value 5.5
Integrations 8.0
AI Capabilities 1.5
Features
39 features confirmed across
9categories· Showing confirmed capabilities only
CRM & Sales13features
CRMCRM ExportAd Performance And ROAS TrackingChat TrackingAd Platform IntegrationGoogle Ads IntegrationData EnrichmentLead IntelligenceFilter and Validate Leads in Real TimeQualify LeadsKeyword Level AttributionCampaign & Keyword ReportingLead ExportExport LeadsMarketing ToolsMarketing Reports
Show 5 more
AI Lead ScreeningLead ManagementLink Click TrackingWebsite Visitor TrackingPages Visited TrackingCustomer and Site Data ManagementTransaction tracking
Customer Communication8features
Call Flow AutomationCall FlowsCall RecordingCall Recording and TranscriptsIntelligent Spam Call ProtectionAutomated Spam BlockingSMS MessagingCall RoutingCall DistributionOn-Demand RecordingRecordings APIEmail IntegrationAdd Marketing Data to ChatAI Chat ReceptionistLive chat tracking
Platform & Customization6features
Customizable Field MappingField Mapping & Dimension GroupingsCustom API AccessCustom BrandingWhite LabelingData ExportThird-Party IntegrationBulk Record Update And DeleteBing Ads conversion update on sales value change
Reporting & Analytics5features
ReportingAnalyticsCall TrackingCall InsightsROI Tracking
AI & Automation3features
AI InsightsMarketing IntelligenceAI TranscriptionCall TranscriptionAutomation RulesEvent Triggered Actions
Mobile & Field Tools1feature
Digital FormsForm Tracking
Technician Management1feature
Call Monitoring & CoachingCall Recording
Compliance & Safety1feature
HIPAA ComplianceHIPAA Compliance
Training & Education1feature
White-Label / Custom Branding
Integrations 63 across 7 categories
Marketing 16
AgencyAnalytics
Bing
BlazeO
Blazeo
CallRail
CallRail
ClickFunnels
Facebook
Google Ads
Google Analytics
Instapage
Landingi
Leadpages
LeadPages
Microsoft Advertising
Mixpanel
Mixpanel
RankRanger
RankRanger
Unbounce
Unbounce
VWO
Productivity 16
Acuity Scheduling
Caldera Forms
Calendly
Cognito Forms
Contact Form 7
Elementor Forms
Formidable Forms
Formsite
Formstack
Gravity Forms
Jotform
JotForm
Ninja Forms
Ninja Forms
Typeform
Typeform
YouCanBook.me
YouCanBook.Me
Zenkit
Zoho Forms
Zoho Forms
CRM 9
Customerly
HubSpot
Insightly
OnePageCRM
Pipedrive
Pipedrive
PipelineDeals
Re:amaze
Re:amaze
Salesforce
Salesforce
Zoho CRM
Zoho CRM
Communication 9
Crisp
Drift
Intercom
JivoChat
Olark
Olark
Sakari
Sakari SMS
SimpleTexting
Smith.ai
Smith.ai
Zoho SalesIQ
Zoho SalesIQ
eCommerce 6
BigCommerce
Shopify
Shopify
Squarespace
Squarespace
Weebly
Weebly
Wix
Wix
WooCommerce
WooCommerce
Data & Automation 5
Google Looker Studio
Integrately
LeadsBridge
LeadsBridge
Pabbly Connect
Pabbly Connect
Zapier
Zapier
Field Service 2
JobNimbus
Jobber
Jobber
Pricing
- Model
- Subscription
- Starting at
- $30/mo
- Notes
- Pay As You Go starts at $2.50/mo for phone number tracking. Four main tiers with unlimited users. Additional leads beyond included credit cost $0.10 each (forms, chats, transactions). Call transcription $0.02/min, PCI redaction $0.01/min. 14-day free trial with $30 credit (no CC required), extendable to 30 days with onboarding call.
Related Products 2 across 1 category
Alternatives & Competitors
CallRail
Evidence-backed
Good
CallRail Strong match
Why these are related — sources 5
- reddit
“From what I recall, CallRail doesn't offer a native way to send the offline conversion data. We had to set up a Zapier integration (CallRail → Sheets → Google Ads). WhatConverts handles it automatically. The interface is also better, in my opinion.”
- phonewagon.webflow.io
“you might find yourself looking at WhatConverts as an alternative to CallRail, Retreaver, or CallTrackingMetrics, to help with call attribution and lead management.”
- sourceloop.ai
“CallRail has the largest install base and the most mature US support. CallTrackingMetrics tends to be slightly cheaper and has better per-client controls. WhatConverts has the cleanest agency multi-client architecture and lighter-weight reporting.”
- ringly.io
“If you need to track leads beyond just phone calls forms, live chat, e-commerce transactions WhatConverts provides unified attribution that CallRail can't match.”
- whatconverts.com
“CallRail vs. WhatConverts: Four Big Differences”
CallTrackingMetrics
Evidence-backed
Good
CallTrackingMetrics Good match
Why these are related — sources 2
- phonewagon.webflow.io
“you might find yourself looking at WhatConverts as an alternative to CallRail, Retreaver, or CallTrackingMetrics, to help with call attribution and lead management.”
- sourceloop.ai
“CallRail has the largest install base and the most mature US support. CallTrackingMetrics tends to be slightly cheaper and has better per-client controls. WhatConverts has the cleanest agency multi-client architecture and lighter-weight reporting.”