Introduction
Welcome to Convertly CRM — a sales CRM built specifically for teams running paid advertising campaigns on Google and Meta.
What makes Convertly different?
Most CRMs treat attribution as an afterthought. Convertly treats it as the core feature.
When a prospect clicks your Google or Meta ad, that click carries a unique ID (gclid for Google, fbclid for Meta). Convertly captures that ID at form submission, stores it with the lead record, and sends it back to the advertising platform as a verified offline conversion when the deal closes.
This closed-loop feedback tells Google and Meta which ads, campaigns, and keywords are actually driving revenue — not just form fills — so their algorithms can optimize your bidding automatically.
Core features
| Feature | What it does |
|---|---|
| Native Lead Forms | Build embeddable forms inside the CRM. gclid, fbclid, and UTMs captured automatically. |
| Pipeline (Kanban board) | Drag-and-drop lead management with configurable stages. |
| Google Ads offline conversions | Auto-sends conversion events to Google Ads when deals close. |
| Meta CAPI | Server-side Conversions API events for Meta ads, bypassing browser tracking limits. |
| Workflow Automations | Trigger-based rules: assign leads, send emails, schedule follow-ups automatically. |
| Follow-up Alerts & Tasks | Daily call queue, overdue alerts, inactivity reminders. |
| AI Workspace | Lead scoring, summaries, and chat-based pipeline Q&A. |
| Revenue Analytics | Real-time dashboards connecting ad spend to closed revenue. |
Who is Convertly for?
Convertly is built for:
- Sales teams that run Google or Meta paid ad campaigns and want to know which campaigns produce revenue
- Marketing teams that need to close the feedback loop between ad spend and CRM outcomes
- Founders and sales managers who want one integrated tool instead of CRM + form tool + attribution platform + Zapier
What you can search for in these docs
If you are looking for a specific workflow, try searching for keywords around the task you want to complete:
- lead capture, forms, embeddable forms, UTM capture, gclid, fbclid
- pipeline, opportunity tracking, stages, lead conversion, sales process
- follow-ups, reminders, task queue, inactivity alerts, daily queue
- automations, rules, routing, notifications, emails, workflow triggers
- analytics, revenue reporting, campaign performance, attribution, closed-won conversions
- integrations, Google Ads, Meta Ads, email provider, billing, affiliate program
- security, permissions, roles, access control, data handling, privacy
Browse by task
Use the links below if search feels too broad:
- Forms Overview → — build lead capture forms and embed them anywhere
- Follow-up Reminders → — keep reps on top of every lead
- Pipeline Overview → — understand how deals move through the CRM
- Analytics Overview → — see what drives revenue
- Affiliate Program Overview → — learn how the referral program works
- Security Overview → — review data handling and access controls
The app vs. the website
- Main site (
convertlycrm.com) — marketing pages, blog, docs - App (
app.convertlycrm.com) — your CRM dashboard, login, signup
Next steps
- Quick Start → — get your first pipeline live in minutes
- Join the waitlist for early access → — we will notify you as soon as signup opens