How Convertly Works

The two portals

Convertly CRM is split into two distinct portals, each serving a different type of user. You are routed automatically after login based on your role.

Portal	URL path	Who uses it
Tenant CRM	`/dashboard`	Sales reps, managers, admins running a CRM org
Affiliate portal	`/affiliate/dashboard`	Approved affiliate partners

The Tenant CRM (`/dashboard`)

This is the primary workspace for sales teams. It contains:

Pipeline & leads

Kanban board — leads displayed as cards across configurable stage columns (New → Contacted → Qualified → Closed Won)
Lead list view — filterable table of all leads with search, source filter, and date range
Lead detail page — full record with contact info, attribution data, notes, follow-ups, and AI insights

Forms

Build and publish native lead capture forms
Every submission lands directly in the pipeline
Click IDs (gclid, fbclid), UTM parameters, landing page URL, and referrer are captured automatically

Follow-ups & Tasks

Follow-up queue — time-based reminder list for calling and reaching out to leads
Task queue — assignable work items with due dates, status, and filters
Overdue items surface via the notification center

AI Workspace

Lead scoring — AI-generated scores and reasoning for each lead
Lead summaries — auto-generated brief on lead activity and context
Chat Q&A — ask questions about your pipeline in plain language
Threads — persistent conversation threads for ongoing pipeline analysis

Analytics

Pipeline conversion funnel
Lead source performance
Revenue and stage velocity dashboards

Billing

Current plan, usage (users, leads), and subscription status
Upgrade flow for moving from Starter to Professional

Settings

Ads attribution credentials (Google Ads, Meta Ads)
Email/SMTP configuration
Automation builder
Team and user management
Notification preferences

Data flow

Visitor clicks ad
      ↓
gclid / fbclid stored in browser (Google/Meta)
      ↓
Visitor fills out embedded Convertly form
      ↓
Form POST → Convertly API
  - Creates lead record
  - Stores gclid, fbclid, UTMs, landing page, referrer
      ↓
Lead appears on Kanban board
      ↓
Sales rep works lead → moves through stages
      ↓
Lead reaches "Closed Won"
      ↓
Convertly dispatches:
  - Google Ads Offline Conversion (via gclid)
  - Meta CAPI Purchase event (via fbclid)
      ↓
Ad platforms receive verified revenue signal
→ Algorithm optimizes bidding toward revenue

Tenant data isolation

Every organization (tenant) is a completely isolated clients record in the database. All leads, forms, tasks, users, settings, and billing are scoped to the tenant. There is no cross-tenant data visibility at the CRM layer.

Role model

See Roles and Access for the full breakdown.

At a glance:

Admin — full tenant control
Manager — manages team, views all leads
Sales — works their assigned leads
Staff — limited operational access
Affiliate — portal-only partner access
Developer / Developer Admin / Developer Staff — platform-level access