A customer management system for humans and their agents

Convert is a customer management system for humans and the AI agents they hire to do the boring half of their job.

Get started

Get started

Features

Get 8 hours a week back

Stop doing the work your agents could be doing. Convert handles the busywork so you can focus on the part of sales that actually needs a human.

Let your agents capture and qualify leads

Your research agent watches every channel (inbox, site forms, social, LinkedIn) and pulls qualified leads into your pipeline automatically. You wake up to a sorted list, not a mess.

Agents capture leads from every channel you use

Smart segmentation, no rules engine needed

Integrates with the tools your team already lives in

Let your agents capture and qualify leads

Your research agent watches every channel (inbox, site forms, social, LinkedIn) and pulls qualified leads into your pipeline automatically. You wake up to a sorted list, not a mess.

Agents capture leads from every channel you use

Smart segmentation, no rules engine needed

Integrates with the tools your team already lives in

Follow-ups that sound like you wrote them

Your follow-up agent drafts every nudge, check-in, and sequence in your voice. You approve with a tap, or let it send on its own. Either way, no more "just circling back" at midnight.

Agents match your tone, not a 2015 sales template

Every draft adapts to the last thing the prospect said

Pauses sequences the moment someone replies

Follow-ups that sound like you wrote them

Your follow-up agent drafts every nudge, check-in, and sequence in your voice. You approve with a tap, or let it send on its own. Either way, no more "just circling back" at midnight.

Agents match your tone, not a 2015 sales template

Every draft adapts to the last thing the prospect said

Pauses sequences the moment someone replies

Optimize lead conversion strategies

Implement A/B testing for different segments and strategies to empirically determine the most effective approaches, further refining your conversion efforts.

Utilize lead scoring models to prioritize high-potential leads

Analyze conversion data to identify successful tactics

Optimize your sales process for better results

Optimize lead conversion strategies

Implement A/B testing for different segments and strategies to empirically determine the most effective approaches, further refining your conversion efforts.

Utilize lead scoring models to prioritize high-potential leads

Analyze conversion data to identify successful tactics

Optimize your sales process for better results

See all features

See all features

How it works

The most intuitive CRM in the market

Get started and using Convert is as easy as hiring, delegating, and reviewing.

Hire

Spin up agents for research, follow-ups, notes, and pipeline hygiene in under a minute. No interviews. No equity.

Delegate

Hand each agent a job. Give them high autonomy or keep them on a short leash. Your call, changeable anytime.

Review

See every action your agents take in one clean feed. Approve, reject, or let them run. You're the manager now.

Automate

Once you trust an agent, let it loose. Convert agents get sharper with every deal you close, while you sleep.

Hire

Spin up agents for research, follow-ups, notes, and pipeline hygiene in under a minute. No interviews. No equity.

Delegate

Hand each agent a job. Give them high autonomy or keep them on a short leash. Your call, changeable anytime.

Review

See every action your agents take in one clean feed. Approve, reject, or let them run. You're the manager now.

Automate

Once you trust an agent, let it loose. Convert agents get sharper with every deal you close, while you sleep.

"Convert is incredibly easy to use. I spun up three agents in an afternoon, and by the end of the week they were closing loops I'd been avoiding for months."

Eric Rosenberg
Eric Rosenberg

Marketing manager at Zero

Notes

Let your notes agent handle the meetings

Stop scribbling during calls. Your notes agent does it better, every time, and files everything in the right place.

Categorize contacts

Your agent tags, sorts, and files every new contact the moment they land in your pipeline.

Organize meeting notes

Transcripts, summaries, action items, and commitments, all captured and linked to the right deal before you've closed your laptop.

Collaborate in real time

Share notes, assign tasks, and loop in teammates. Your agents handle the handoffs so nothing falls through the cracks.

Categorize contacts

Your agent tags, sorts, and files every new contact the moment they land in your pipeline.

Organize meeting notes

Transcripts, summaries, action items, and commitments, all captured and linked to the right deal before you've closed your laptop.

Collaborate in real time

Share notes, assign tasks, and loop in teammates. Your agents handle the handoffs so nothing falls through the cracks.

More features

And so much more

Convert gives you a team of agents. Here's what they do all day.

Multi-Channel Campaigns

Manage ads across multiple platforms from a single dashboard. Easily oversee campaigns on Google, Facebook, Instagram, and more.

Multi-Channel Campaigns

Manage ads across multiple platforms from a single dashboard. Easily oversee campaigns on Google, Facebook, Instagram, and more.

Real-Time Analytics

Get instant insights into ad performance. Track key metrics like CTR, CPC, and ROAS in real-time to make data-driven decisions.

Real-Time Analytics

Get instant insights into ad performance. Track key metrics like CTR, CPC, and ROAS in real-time to make data-driven decisions.

Advanced Targeting

Reach your ideal audience with precision. Use advanced targeting features including demographics, interests, and custom audiences.

Advanced Targeting

Reach your ideal audience with precision. Use advanced targeting features including demographics, interests, and custom audiences.

Auto Budget Allocation

Ensure optimal budget distribution across your campaigns. Automatically allocate budget to top-performing ads and pause underperforming ones.

Auto Budget Allocation

Ensure optimal budget distribution across your campaigns. Automatically allocate budget to top-performing ads and pause underperforming ones.

Easy Campaign Creation

Launch new ad campaigns quickly and easily. Use pre-built templates and intuitive tools to design, set up, and deploy campaigns in minutes.

Easy Campaign Creation

Launch new ad campaigns quickly and easily. Use pre-built templates and intuitive tools to design, set up, and deploy campaigns in minutes.

AI-Driven Ad Optimization

Automate ad performance improvements with AI. Optimize bids, ad creative, and targeting for maximum ROI.

AI-Driven Ad Optimization

Automate ad performance improvements with AI. Optimize bids, ad creative, and targeting for maximum ROI.

One-Click Agent Setup

Hire a new agent, give it a job, point it at your data. Done in under 60 seconds.

One-Click Agent Setup

Hire a new agent, give it a job, point it at your data. Done in under 60 seconds.

Agents That Learn Your Voice

Every edit you make teaches your agents how you work. They get better with every deal you close.

Agents That Learn Your Voice

Every edit you make teaches your agents how you work. They get better with every deal you close.

Ready to manage agents instead of spreadsheets?

Join 1,000+ agencies, startups, and founders running sales with a team of agents.

Yes, I'm ready

Yes, I'm ready

Integrations

Your agents plug into your stack

Convert agents work inside the tools you already use: Gmail, Slack, LinkedIn, Zapier, Zoom, and 60 others. Two-way sync, no duct tape.

All integrations

All integrations

  • Hubspot

  • Apollo

    Hubspot

  • Asana

    Hubspot

  • Calendly

    Hubspot

  • Close CRM

    Hubspot

  • DocuSign

    Hubspot

  • Excel

    Hubspot

  • GoHighLevel

    Hubspot

  • Google Workspace

    Hubspot

  • JustCall

    Hubspot

  • LinkedIn Sales Navigator

    Hubspot

  • Loom

    Hubspot

  • Looker

    Hubspot

  • Notion

    Hubspot

  • Outreach

    Hubspot

  • PandaDoc

    Hubspot

  • Pipedrive

    Hubspot

  • Salesforce

    Hubspot

  • Slack

    Hubspot

  • Zapier

    Hubspot

  • Zoom

    Hubspot

  • Aircall

    Hubspot

  • Gong

    Hubspot

  • Clay

    Hubspot

  • Amplemarket

    Hubspot

  • ZoomInfo

    Hubspot

  • Regie.ai

    Hubspot

  • Seamless.ai

    Hubspot

  • Highspot

    Hubspot

  • Weflow

    Hubspot

  • Reply

    Hubspot

  • Lemlist

    Hubspot

  • Mixmax

    Hubspot

  • RingCentral

    Hubspot

  • Dialpad

    Hubspot

  • Orum

    Hubspot

  • Lusha

    Hubspot

  • Clearbit

    Hubspot

Testimonials

Convert changed how they sell

Convert changed how they sell

Don't just take our word for it. See how real teams are running sales with agents instead of armies.

Don't just take our word for it. See how real teams are running sales with agents instead of armies.

See the wall of love

See the wall of love

Rachel Kim

GM @ Startup

"SaaSboost's customizable reporting and dashboards have made it easy to track our key metrics and optimize our campaigns effectively."

Rachel Kim

GM @ Startup

"SaaSboost's customizable reporting and dashboards have made it easy to track our key metrics and optimize our campaigns effectively."

Liam Peterson

Online Coach & Entrepreneur

"The platform's personalized engagement tools and detailed analytics have provided me with invaluable insights into my audience, leading to a 65% increase in conversion rates for my coaching programs."

Liam Peterson

Online Coach & Entrepreneur

"The platform's personalized engagement tools and detailed analytics have provided me with invaluable insights into my audience, leading to a 65% increase in conversion rates for my coaching programs."

Sofia Alvarez

Content Creator & Influencer

"As a content creator and influencer, finding the right tool to manage my collaborations and sponsorships was a challenge until I discovered Convert. The platform has drastically simplified my workflow, allowing me to track my projects and engagement rates in real-time. "

Sofia Alvarez

Content Creator & Influencer

"As a content creator and influencer, finding the right tool to manage my collaborations and sponsorships was a challenge until I discovered Convert. The platform has drastically simplified my workflow, allowing me to track my projects and engagement rates in real-time. "

Marcus Chen

Sales @ Linear

'At Digital Frontier Agency, Convert has been a cornerstone of our digital transformation strategy. As Managing Director, I've seen our team's productivity soar, with a 50% increase in conversion rates since we started using Convert."

Marcus Chen

Sales @ Linear

'At Digital Frontier Agency, Convert has been a cornerstone of our digital transformation strategy. As Managing Director, I've seen our team's productivity soar, with a 50% increase in conversion rates since we started using Convert."

Elena Rodriguez

Marketing @ Zapier

"Incorporating Convert into our workflow has revolutionized how we handle client projects at Creative Solutions Agency. As the Founder and CEO, I've observed a remarkable 60% improvement in our project conversion rates, thanks to Convert's intuitive interface and robust project management tools."

Elena Rodriguez

Marketing @ Zapier

"Incorporating Convert into our workflow has revolutionized how we handle client projects at Creative Solutions Agency. As the Founder and CEO, I've observed a remarkable 60% improvement in our project conversion rates, thanks to Convert's intuitive interface and robust project management tools."

Alex Kim

Sales & Remote

"At Remote, adopting Convert was a game-changer. As CEO, I've seen firsthand how its cutting-edge AI analytics and automation capabilities transformed our sales approach, leading to a 45% boost in conversion rates."

Alex Kim

Sales & Remote

"At Remote, adopting Convert was a game-changer. As CEO, I've seen firsthand how its cutting-edge AI analytics and automation capabilities transformed our sales approach, leading to a 45% boost in conversion rates."

Jessica Torres

CEO @ StartupInnovate

As CEO of StartUp Innovate, the decision to integrate Convert into our operations marked a pivotal moment in our growth journey.

Jessica Torres

CEO @ StartupInnovate

As CEO of StartUp Innovate, the decision to integrate Convert into our operations marked a pivotal moment in our growth journey.

Michael Richardson

VP of Sales @ Make

"Implementing Convert across our global sales divisions revolutionized our approach to lead management. As the VP of Sales at GlobalTech Enterprises, I've observed a substantial 50% increase in our conversion rates."

Michael Richardson

VP of Sales @ Make

"Implementing Convert across our global sales divisions revolutionized our approach to lead management. As the VP of Sales at GlobalTech Enterprises, I've observed a substantial 50% increase in our conversion rates."

Samantha Lee

Sales Director @ Asana

Since adopting Convert, our team at TechInnovate Solutions has seen a transformative increase in efficiency and results. As the Sales Director, I've witnessed a 35% rise in conversion rates and saved $20,000 annually.

Samantha Lee

Sales Director @ Asana

Since adopting Convert, our team at TechInnovate Solutions has seen a transformative increase in efficiency and results. As the Sales Director, I've witnessed a 35% rise in conversion rates and saved $20,000 annually.

FAQs

Questions? We got answers

Here are some general product questions we get. Check the FAQ page for all questions that we get.

See the FAQ page

See the FAQ page

What features does Convert offer?

Convert offers a range of features designed to optimize your sales funnel, including lead capture forms, email marketing automation, advanced analytics, A/B testing capabilities, CRM integrations, and personalized customer journey mapping. These tools work together to help you convert more leads into customers efficiently.

Can I integrate Convert with other tools and platforms I'm already using?

Yes, Convert seamlessly integrates with numerous popular tools and platforms, including CRMs like Salesforce, marketing automation tools like HubSpot, and over 100 other applications via Zapier. This ensures you can maintain your workflow efficiently without the need for manual data transfer.

What kind of support and training resources does Convert provide?

Convert offers comprehensive support through live chat, email, and phone, alongside an extensive library of tutorials, webinars, and detailed documentation. Our goal is to ensure you can leverage all of Convert's features to their fullest potential.

How does Convert ensure the security and privacy of my data?

At Convert, we prioritize your data's security and privacy by implementing industry-standard encryption, conducting regular security audits, and adhering to privacy laws like GDPR and CCPA. We are committed to protecting your information and your customers' data from unauthorized access.

Ready to manage agents instead of spreadsheets?

Join 1,000+ agencies, startups, and founders running sales with a team of agents.

Yes, I'm ready

Yes, I'm ready

Ready to manage agents instead of spreadsheets?

Join 1,000+ agencies, startups, and founders running sales with a team of agents.

Yes, I'm ready

Yes, I'm ready

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