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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.

Buy from WhatConverts Visit website

Media

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.

Shares data with third parties

"We may share your PD with third parties for similar audience marketing purposes."
Confidence: high Source

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

Customer Reviews

Features

34 features confirmed across 9categories· Showing confirmed capabilities only

CRM & Sales12features

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 4 more
AI Lead ScreeningLink 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

AI & Automation3features

AI InsightsMarketing IntelligenceAI TranscriptionCall TranscriptionAutomation RulesEvent Triggered Actions

Reporting & Analytics1feature

ROI Tracking

Mobile & Field Tools1feature

Digital FormsForm Tracking

Technician Management1feature

Call Monitoring & CoachingCall Recording

Compliance & Safety1feature

HIPAA ComplianceHIPAA Compliance

Training & Education1feature

White-Label / Custom Branding

Integrations 41 across 7 categories

Marketing 12
AgencyAnalytics
Bing
BlazeO
CallRail

CallRail

ClickFunnels
Facebook
Google Ads
Google Analytics
Instapage
Landingi
Microsoft Advertising
VWO
Productivity 11
Acuity Scheduling
Caldera Forms
Calendly
Cognito Forms
Contact Form 7
Elementor Forms
Formidable Forms
Formsite
Formstack
Gravity Forms
Zenkit
CRM 8
Customerly
HubSpot
Insightly
OnePageCRM
Pipedrive

Pipedrive

PipelineDeals
Salesforce

Salesforce

Zoho CRM

Zoho CRM

Communication 5
Crisp
Drift
Intercom
JivoChat
SimpleTexting
Field Service 2
JobNimbus
Jobber

Jobber

Data & Automation 2
Google Looker Studio
Integrately
eCommerce 1
BigCommerce

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.”