Convertly CRM
Now with two-way Google + Meta Ads sync

Manage leads.
Attribute ads.
Close more deals.

Convertly CRM gives growing sales teams native lead capture, Google & Meta ads attribution, and smart automations — all wired together from day one.

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No credit card required  ·  Cancel anytime  ·  5-minute setup

4.9 / 5 from 200+ teams

Faster first response

< 5 min

Auto assignment + SLA alerts

Higher qualified conversion

+20 to 35%

Structured follow-up cadence

Campaign optimization

Revenue-linked

Offline conversion feedback

Trusted by agencies and sales teams worldwide

Google AdsMeta AdsHubSpotSalesforceZapier

Everything in one place

Stop juggling five tools

Get the complete picture from first ad click to signed contract — in a single dashboard your team will actually use.

Included

Native Lead Forms

Embed capture forms that auto-save UTM tags, gclid, and fbclid with every submission — no third-party form tool needed.

Included

Google & Meta Attribution

Close the loop: push verified offline conversions back to Google Ads and Meta CAPI when a deal is won. Optimize for revenue, not clicks.

Included

Smart Automations

Route leads, send follow-up emails, create tasks, and alert your team automatically — triggered by any CRM event, zero code.

Included

Revenue Analytics

See cost-per-lead, cost-per-acquisition, and pipeline velocity by campaign, rep, or date range — all in real time.

Included

Follow-up Reminders & Tasks

Overdue task alerts, lead inactivity reminders, and a daily prioritized call queue keep every rep on track.

Included

AI Workspace

Score leads, generate summaries, ask questions about your pipeline, and get next-step recommendations — AI built right in.

Close-loop Attribution

Know which ads make you money

Most CRMs lose attribution data the moment a lead enters the system. Convertly captures the gclid on form submit, then pushes a verified offline conversion back to Google Ads when the deal closes — so your bidding algorithms optimize for revenue, not form fills.

  • Automatic gclid & fbclid capture on lead forms
  • Google Ads Enhanced Conversions support
  • Meta Conversions API (CAPI) server-side events
  • Per-lead attribution timeline in lead profile
  • Campaign-level revenue reporting dashboard
See all attribution features

Attribution Flow

1

User clicks Google Ad

gclid auto-captured

2

Fills out Lead Form

gclid stored with lead record

3

Sales team qualifies lead

CRM tracks time-to-qualify

4

Deal marked Closed Won

Offline conversion sent to Google Ads

5

Google optimizes bidding

Algorithm learns what drives revenue

Why Convertly

A better flow for leadgen teams

Convertly keeps lead capture, follow-up, and ad feedback in one system so your team moves faster and your campaigns learn from revenue, not guesswork.

Capture with context

Native forms store UTM data and click IDs the moment a lead comes in.

Follow up without delay

Alerts, task queues, and reminders keep reps focused on the next best action.

Improve paid campaigns

Closed-loop conversion sync helps Google Ads and Meta optimize for customers.

Explore Why Convertly

Trusted by sales teams

Real results from real customers

"Convertly completely changed how we look at our ad spend. We finally know which campaigns drive closed revenue, not just form fills."

Sarah K.

Marketing Director, AdTech Media

"Setting up our first pipeline took 10 minutes. The offline conversion sync to Google Ads just worked right out of the box. Incredible."

James M.

Founder, SalesBridge Co.

"We switched from HubSpot and saved $800/mo. The forms, attribution, and automations are all in one place. No more duct-taped integrations."

Priya T.

Head of Sales, GrowthScale

From the Blog

Insights for sales teams

Advertising

The Ultimate Guide to Google Ads Offline Conversions

How feeding sales data back into Google Ads lowers your CPC and gets you better quality leads.

Read article Sales

CRM Automations That Actually Save Your Sales Team Time

Most automation features are demos. Here are 5 real automation workflows that sales teams use every day in Convertly CRM.

Read article Advertising

Meta Conversions API (CAPI): What It Is and Why Your CRM Should Support It

Browser-based tracking is dying. Meta CAPI sends conversion events server-side — here's why that matters for your ad campaigns.

Read article
View all posts

FAQ

Common questions

Everything you need to know before you sign up.

Do I need a developer to set up Convertly?
No. Convertly is designed for sales teams, not engineers. Setting up your account, building lead forms, and connecting Google Ads takes under 10 minutes — no code required.
How does Google Ads attribution actually work?
When someone clicks your Google Ad and fills out a Convertly lead form, we automatically capture the gclid (Google Click ID). When you mark that lead as Closed Won, Convertly sends a verified offline conversion back to Google Ads — so the algorithm knows which ad drove real revenue.
What's the difference between Starter and Professional?
Starter is perfect for small teams (3 users). Professional scales from 4 to 100+ users with full team management, bulk AI operations, and priority support. Both plans include the full feature set — no hidden tiers.
Is there a free trial?
Convertly is currently onboarding through a waitlist. Join the waitlist to get priority access and rollout updates for your team.
Does Convertly work with Meta Ads too?
Yes. In addition to Google Ads offline conversions, Convertly supports Meta Conversions API (CAPI) server-side events. When a deal closes, Convertly fires a Purchase event back to Meta with the original fbclid — so both platforms optimize for revenue.
Can I import my existing leads?
Yes. You can import up to 5,000 leads per CSV file. All standard fields are supported, and you can map your columns to Convertly fields during the import.
What is the AI Workspace?
The AI Workspace is a built-in assistant that can summarize leads, score deals by likelihood to close, answer questions about your pipeline, and suggest next steps. It uses your own API key (via OpenRouter), so you stay in full control of your data.
Is my data secure?
Yes. All data is encrypted in transit and at rest. Convertly does not share your lead data with third parties. You own your data — you can export it at any time.

Ready to improve your conversion workflow?

Join the waitlist and get early access as we onboard new teams.

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