Features
Everything your sales team needs
From the first ad click to a signed contract — Convertly has every tool in a single, integrated platform.
Native Lead Forms
Build embeddable lead forms directly inside Convertly — no third-party form tool required. Every submission auto-captures UTM parameters, gclid, fbclid, and referrer data so you always know where a lead came from.
- Drag-and-drop field builder with 8+ field types
- Automatic UTM, gclid, and fbclid capture on every submission
- Embed via script tag on any website or landing page
- Custom confirmation messages and redirect URLs
- Notification emails for every new submission
Closed-loop Ads Attribution
Feed real revenue data back into Google Ads and Meta so the algorithms optimize for actual customers — not just form fills. Convertly captures the gclid at form submission and sends verified offline conversion events when deals close.
- Google Ads Enhanced Conversions & offline conversion upload
- Meta Conversions API (CAPI) server-side events
- Per-lead attribution timeline in the lead profile
- Campaign, ad set, and ad-level revenue reporting
- Automatic gclid, gbraid, wbraid, fbc, and fbp capture
Smart Workflow Automations
Build automations that trigger on any lead event — no code required. Route form leads, revive inactive contacts, send emails, create tasks, and notify your team automatically based on rules you define.
- 12+ trigger types: lead created, stage changed, form submitted, inactivity, and more
- Nested condition groups with AND / OR logic
- Actions: create task, schedule follow-up, send email, add note, notify role
- Scheduled triggers: overdue tasks, trial warnings, lead capacity alerts
- Visual rule builder inside the CRM admin panel
Revenue Analytics
Real-time dashboards that connect your ad spend to closed deals. See cost-per-lead, cost-per-acquisition, conversion rates, and pipeline velocity — sliced by campaign, source, user, or date range.
- Live pipeline dashboard with deal count and revenue totals
- Cost-per-acquisition by traffic source and campaign
- Stage-by-stage conversion rate funnel
- Team performance reports by rep
- Attribution timeline per lead with all captured click IDs
Follow-up Alerts & Task Queue
Never lose a lead to inaction. Convertly surfaces overdue tasks, shows which leads haven't been contacted, and gives every rep a prioritized daily follow-up queue — so your team always knows exactly what to do next.
- Overdue task alerts with role-based notifications
- Lead inactivity reminders (configurable days)
- Daily follow-up call queue sorted by priority
- Per-rep task dashboards and activity logs
- Trial-ending and lead-capacity warning alerts
AI Workspace
Ask questions about your leads, generate call summaries, score deals by likelihood to close, and get AI-powered next-step recommendations — all built natively into your CRM dashboard.
- AI lead summaries auto-generated from lead history
- Lead scoring: likelihood-to-close based on activity signals
- AI Workspace chat: ask questions about your pipeline
- Thread-based conversations with saved history
- Prompt library for common sales workflows
Ready to see it in action?
Start your free trial today — no credit card required, full access for 14 days.