What's New
Latest updates
Convertly CRM is actively developed. This page is updated with every meaningful change to the product.
Current version highlights
Attribution engine
The attribution system supports both Google Ads offline conversions and Meta CAPI server-side events — both dispatched automatically when you close a deal.
- Google Click ID and Meta Click ID captured at form submission
- Automatically sent to Google Ads and Meta when a deal is marked Closed Won
- Attribution data visible on each lead’s Attribution tab
Automation engine
The automation builder supports a wide range of triggers (lead created, stage changed, form submitted, follow-up due, and more) and actions (send email, create task, create follow-up, update field, assign rep, and more). Automations support AND/OR condition trees for fine-grained control.
Affiliate program
Partners can join the Convertly affiliate program, create referral links and codes, and earn 50% commission on the first year of revenue from referred customers.
Roadmap
The following features are planned for upcoming releases:
| Feature | Status |
|---|---|
| Calendar sync (Google Calendar / Outlook) | Planned |
| SMS notifications | Planned |
| Slack integration | Planned |
| Deal values and revenue forecasting | Planned |
| Zapier integration | Planned |
| Public REST API | Planned |
| Email sequences (multi-step drip automation) | Planned |
| Lead scoring | Planned |
| Custom fields on leads | Planned |
| Two-factor authentication (2FA) | Planned |
Feature requests
Have a feature you’d like to see in Convertly CRM?
Email: support@convertlycrm.com
Subject: “Feature Request: [short description]”
Feature requests are reviewed by the product team. Frequently requested features are prioritized in the roadmap.
Release notifications
To be notified when new features are released:
- Follow Convertly CRM on LinkedIn
- Subscribe to the email newsletter at convertlycrm.com