Six Things You Can Do in Convertly CRM

Convertly is a lightweight CRM designed to help sales and marketing teams close revenue faster. Here’s what you can actually do with it.

1. Capture Leads with Full Attribution Data

When someone fills out a form, requests a demo, or becomes a lead through your ads, Convertly automatically captures:

The lead’s basic info (name, email, company)
Where they came from (ad platform, campaign, audience, landing page)
UTM parameters and other custom tracking
Timeline of their digital journey

You’re not guessing at lead sources. You have the full attribution data.

2. Store Rich Lead Information

Once a lead is in Convertly, you can:

Add custom fields for data that matters to your business
Record notes from conversations
Store attached files (proposals, contracts, documentation)
Tag leads by product, industry, or any other category
Create custom views to organize leads by status

Every lead becomes a hub of information that your whole team can reference.

3. Move Leads Through Your Pipeline

Create a custom pipeline that matches your sales process. Move leads through stages like:

New
Qualified
In conversation
Proposal sent
Negotiating
Won
Lost

See at a glance where every lead is in your process. Understand which stages are moving fast and which are bottlenecks.

4. Set Up Automations and Follow-Ups

Let Convertly work for you while you focus on closing deals:

Auto-assign leads to team members by territory, product, or rotation
Escalate high-quality leads to senior reps instantly
Create tasks for follow-ups based on pipeline stage or time elapsed
Send reminders to check in on leads that haven’t moved in days
Trigger actions when leads match certain criteria

Follow-ups happen automatically instead of getting lost in email inboxes.

5. Collaborate with Your Team

Convertly isn’t just for individual reps. Your whole team stays aligned:

Assign leads to individuals or teams
Add internal notes without emailing the lead
Create tasks and assign them to team members
See activity history (calls, emails, stage changes)
Use Convertly’s inbox to manage inbound messages

Nothing falls through the cracks when everyone’s working in one system.

6. See What’s Actually Working (Revenue Metrics)

Unlike most CRMs that hide metrics behind dashboards, Convertly’s reports show you:

Conversion rates by campaign, audience, and source
Cost per lead and cost per close
Winning campaigns that drive real revenue
Lost deals so you understand what didn’t work
Personal performance - each rep’s conversion rate and revenue impact

You finally understand which marketing channels and sales activities are actually profitable.

The Result

With Convertly, your team has clarity. You know which campaigns work. You know which leads are hottest. You know which reps are most effective. You close revenue faster because you’re not wasting time on guesswork.

Ready to streamline your lead flow and close faster? Start your free 14-day trial of Convertly today.