Features
Everything your sales team needs
Connect lead capture, assigned sales work, campaign context, and configured commercial outcomes in one CRM workflow.
Native Lead Forms
Build and publish lead forms inside Convertly, preserve acquisition context, and send each valid submission into the CRM workflow.
- Configurable standard and custom fields
- UTM, click-ID, landing-page, and referrer capture
- Hosted links and embeddable website forms
- Confirmation messages and optional redirect URLs
- Source-specific lead defaults and alert recipients
Google and Meta Conversion Workflows
Preserve eligible campaign identifiers on lead records, map meaningful CRM milestones, and review platform delivery through test mode and operational logs.
- Google Ads OAuth connection and conversion-action mappings
- Meta Conversions API event mappings
- Separate inbound Meta Lead Sync for selected forms
- Configurable CRM milestones instead of a hardcoded deal event
- Test mode and delivery logs for safer validation
Event-Driven Workflow Automations
Apply repeatable lead-management rules when supported CRM events occur. Test each rule before enabling it and inspect the run log after real events.
- Triggers for lead, stage, assignment, form, source, value, and category events
- Nested AND / OR conditions using lead and campaign context
- Owner and round-robin assignment actions
- Create tasks, schedule follow-ups, add notes, and notify CRM users
- Dry-run simulator, enable controls, and run logs
Performance and Revenue Analytics
Compare operational performance using consistent date ranges, flexible explorer cards, and revenue views based on values stored on CRM leads.
- Performance Explorer views by time, source, stage, owner, or category
- Daily, weekly, and monthly grouping
- Previous-period comparisons and visible zero-activity periods
- Revenue Intelligence by stage, owner, source, and category
- Lead-owner, lead-category, and follow-up sections
Assigned Work and Reminders
Keep tasks and follow-ups tied to real owners, due dates, lead context, and the workspace timezone so each user can review due and overdue work.
- Assigned task and follow-up views
- Due-today and overdue grouping
- Calendar view for scheduled CRM work
- Persisted in-app notifications
- Email delivery when the relevant platform route is configured
Organization-Controlled AI Workspace
Use optional AI tools for lead summaries, scores, and grounded CRM questions after an administrator configures a provider, model, and permitted roles.
- Lead summaries and score results
- Grounded questions across permitted CRM data
- Role-scoped access controlled by workspace settings
- Conversation threads and recent activity when persistence is available
- Provider status, usage, latency, and failure details when reported
Ready to see it in action?
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