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Follow the lead.
Keep the whole story.

From enquiry to follow-up to outcome. Convertly connects the sales work your team does every day with the information that makes it useful.

Your everyday tools. One connected CRM.

Convertly CRMOne connected workspace
Leads & remindersContacts, stages, and follow-upsAndroid call trackingYour work phone, connectedWhatsApp inboxMessages and lead contextAd connectionsGoogle Ads and MetaAI workspaceSummaries, scores, and questionsAutomations & appsLess manual work between tools

Choose a topic to explore it below.

Leads and follow-ups

Give every enquiry a clear next step.

Keep contact details, source, ownership, notes, and tasks on the lead. Use your own sales stages and schedule follow-ups with a responsible person and due time.

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Android call tracking

Your work phone. Your CRM. Connected.

Capture eligible cellular call activity from an enrolled Android phone’s selected work SIM. Review calls and missed activity beside the lead, then schedule the follow-up. Exotel and Tata Smartflo are separate provider-calling options.

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WhatsApp

Continue the conversation with context.

Use connected WhatsApp business-number inboxes, templates, saved replies, images, and supported PDFs. Review lead context before responding and keep the next sales action visible.

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Team reminders

Help the right person act at the right time.

Assigned tasks and follow-ups keep responsibility clear. In-app, configured email, and eligible mobile alerts help your team return to due work. Internal reminders do not automatically message customers.

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AI lead insights

Ask a question. Find your focus.

Review lead summaries, scoring rationale, and insights from permitted CRM records. Ask about leads and performance in plain language. Use AI to support prioritization—not as a guarantee of conversion.

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Flexible automations

Make your best process repeatable.

Combine supported lead and call triggers with conditions and actions. Route enquiries, assign owners, create tasks, schedule follow-ups, and inspect execution history. Safety and usage limits still apply.

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Lead Flow

Understand the recorded customer journey.

See how leads move between stages, where opportunities are lost, and where the process stalls. Use consistent date, owner, category, and form filters to make comparisons meaningful.

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Lead capture

Bring enquiries into one place.

Capture leads through native forms, Meta Lead Ads, CSV import, API, and compatible webhooks. Keep supplied source and campaign information on the record as the sales conversation develops.

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Roles and access

A shared workspace. Clear responsibilities.

Create custom roles, choose module permissions, and decide whether users see assigned or all permitted records. Keep integrations, billing, and configuration under Admin control.

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Help your ads learn
from real outcomes.

Preserve valid attribution from supported intake. Then use Google Ads Offline Conversions and Meta Conversions API to send eligible mapped CRM outcomes back.

From ad click to sale
01 / LEAD SOURCES
Google Ads
Meta Ads
Website forms
Other connected apps
02 / CUSTOMER CONTEXTConvertly CRM

One lead. The full story.

SourceCallsFollow-ups
03 / REAL OUTCOMES
Qualified lead
Closed deal
Sales stages
Recorded deal values
04 / Eligible outcomes return to Google & Meta

Know where the conversation started.

An enquiry can come from your Google or Meta ads, your website, or another connected app. Bring it into Convertly with the source details shared by that connection, ready for your team to follow up.

Your team can see the enquiry and its source in one place.
One enquiry, step by stepExample
Source
Google Ads
Enquiry
A consultation request
In Convertly
A new lead, ready to follow up

Requires connected ad accounts and eligible lead data. Ad results aren’t guaranteed.

Learn what gets captured and sent

Connect the tools
you already use.

Bring new enquiries from your website, ad campaigns, and other applications into Convertly. Less copying between tools. More time to follow up.

  • Keep new leads in one place
  • Know where each enquiry came from
  • Give your team a clear next step
Explore connections

Not sure about an app? Ask us about connecting it.

Website formsEvery new enquiry
Ad campaignsEvery new opportunity
Your other appsThe tools you already use
Convertly CRMAll your leads.
One connected workspace.
Ready for your team

Assign a lead. Plan a follow-up. Keep moving.

Works with compatible apps and supported connections. Setup varies by application.

More ways to keep
the conversation going.

Planned communication features extend the same connected lead workflow. These are not available setup instructions yet.

Customer email & SMS

Planned customer outreach from lead context with appropriate sender and provider setup.

Customer reminders

Planned customer-facing follow-up messages, distinct from your team’s existing reminders.

WhatsApp AI replies

Planned suggestions and separately enabled automatic replies using approved business context and human takeover.

One lead workflow. More room to grow.

Bring your leads, conversations, and next steps together in Convertly CRM.

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