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Getting the lead
is only the beginning.

The real work is what happens next: who follows up, what the customer needs, and which campaigns bring useful opportunities.

More clarity. Less chasing.

Convertly CRMYour team. Working together.
Follow up on timeA reminder for the next stepKnow every callKeep work calls with the leadKeep conversations closeWhatsApp, with lead contextGive ads better signalsConnect ads to real outcomesSee where leads standFrom first enquiry to next stepAsk AI about your businessFind answers in your CRM data

Choose a topic to explore it below.

Follow-up is part of the record.

Give leads an owner, a next action, and a due time. Keep team reminders close to the work they belong to.

Calls carry context.

Track eligible Android work-SIM calls or connect a supported provider. Review activity alongside the lead.

Conversations stay connected.

Use WhatsApp business-number inboxes without losing the relationship to the lead and its next step.

Ad platforms hear the outcome.

Preserve available attribution and send eligible stage-based outcomes to Google Ads and Meta.

Insights can start with a question.

Use AI summaries and scores, then ask about permitted CRM data without rebuilding every report.

Know where each lead stands.

See the current stage, ownership, and recorded activity. Lead Flow helps you understand where opportunities move forward or get stuck.

A useful conversation
between your CRM and ads.

Capture the source, record a meaningful outcome, and send eligible conversion signals back through your configured integrations.

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.

Your first useful workflow
does not need to be complex.

Add a test lead. Assign an owner. Schedule the next call. Check the reminder and record the outcome. Connect more channels after your team understands the process.

Start with the practical guide

Three steps to a connected team

  1. Capture one sourceVerify the lead and its available source context.
  2. Make the next step clearAssign, follow up, and record what happened.
  3. Connect and improveAdd relevant channels and review your actual outcomes.

Your next great customer relationship starts here.

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

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