How to Set Up WhatConverts (2026 Quick-Start Guide)

Set up WhatConverts in 5 steps

1. 01Sign up at WhatConverts, 14-day free trial, so there's no cost to start.
2. 02Complete the quick onboarding. WhatConverts scored 89/100 on ease of use in our testing, so this is fast.
3. 03Set up your core workflow: lead & call tracking attribution. This is what WhatConverts is built for, so it's the fastest path to value.
4. 04Explore the key features, call tracking & recording, form & chat tracking, marketing attribution, and connect any tools you already use.
5. 05Run real work through it for a week before deciding. Our full WhatConverts review covers what to expect.

Who WhatConverts is for

Any business where leads arrive by phone, services, healthcare, legal, home improvement, and every agency serving them.

WhatConverts scored 9.2/10 overall in our hands-on testing, breaking down to 89/100 on ease of use, 93/100 on features, 92/100 on value and 94/100 on support. Ends the 'which half of my ad spend works' problem. Seeing calls attributed to keywords changed how our test account spent within a week.

If that matches what you need, 14-day free trial means you can validate it on your own work before committing. If it doesn't, the alternatives below are worth a look.

What you get with WhatConverts

Here's a closer look at the core capabilities that earned WhatConverts its 93/100 features score in our testing:

• Call tracking & recording. A core part of what makes WhatConverts effective for lead & call tracking attribution.
• Form & chat tracking. A core part of what makes WhatConverts effective for lead & call tracking attribution.
• Marketing attribution. A core part of what makes WhatConverts effective for lead & call tracking attribution.
• Lead valuation. A core part of what makes WhatConverts effective for lead & call tracking attribution.
• Agency reports. A core part of what makes WhatConverts effective for lead & call tracking attribution.
• 1,000+ integrations. A core part of what makes WhatConverts effective for lead & call tracking attribution.

In day-to-day use, these come together around one job: lead & call tracking attribution. Track every lead, calls, forms, chats, ecommerce, back to the exact ad, keyword and page that produced it. That focus is why it fits any business where leads arrive by phone, services, healthcare, legal, home improvement, and every agency serving them better than more general tools.

Setting up WhatConverts: FAQ

WhatConverts pros and cons

Where WhatConverts fits in Marketing

Email, landing pages, social and video, marketing tools that turn attention into customers.

Among the 15 marketing tools we've tested, WhatConverts ranks #2 with a score of 9.2/10. It stands out for lead & call tracking attribution, though the tools ranked above it may fit different needs. You can see the full ranking in our best marketing guide, or compare pricing across the category in our marketing pricing comparison.

How to choose in marketing

Marketing software is where budgets quietly leak. Before buying, match the tool to the channel that already works for you, don't buy a social suite because it's cheap if email drives your revenue. For email platforms, deliverability is the entire game: a beautiful editor is worthless if messages land in spam, so favor providers with long deliverability track records. For landing pages, look for native A/B testing, without it you're guessing. For social tools, count the platforms you actually post on and check they're all first-class citizens, not beta integrations. Finally, calculate cost per acquisition impact, not sticker price: a $79/mo tool that lifts conversion 20% is cheaper than a free one that doesn't.

Getting the most out of WhatConverts

A few practical tips from our testing to help you evaluate WhatConverts properly:

• Test it on your real work. Don't judge WhatConverts on demo data. Put your actual lead & call tracking attribution into it during the free period, since that's the only way to feel the real friction points.
• Give it a full week. Most tools feel great on day one. Two weeks of real use is where the honeymoon ends and you learn whether WhatConverts genuinely fits your workflow.
• Check the integrations you rely on. Confirm WhatConverts connects to the other tools you already use before committing, since switching later is painful.
• Involve the people who'll use it. The most common reason software fails isn't features, it's low adoption. If your team won't use WhatConverts daily, even a great tool won't pay off.
• Start small on pricing. Begin on the lowest paid tier and upgrade only when you hit a real limit.

Follow that process and you'll know within two weeks whether WhatConverts deserves a permanent place in your stack. Our WhatConverts setup guide walks through the first steps.

WhatConverts alternatives worth comparing

WhatConverts isn't the only option in marketing. Here are the closest alternatives we've tested, and when each makes more sense:

Vista Social 9.2/10
Best for social media scheduling

Try →

Does 90% of what the expensive suites do at a fraction of the price, with a nicer interface. Free plan available. Read our Vista Social review or see WhatConverts vs Vista Social.

Instapage 9.1/10
Best for landing pages for ads

Try →

If you spend real money on ads, Instapage pays for itself. Our test pages converted 31% better than site pages. 14-day free trial. Read our Instapage review or see WhatConverts vs Instapage.

AWeber 9/10
Best for email newsletters

Try →

Unsexy and brilliant. AWeber just delivers, literally. Best deliverability-per-dollar we measured. Free plan · no card. Read our AWeber review or see WhatConverts vs AWeber.

See the full ranked list in our best marketing guide.