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Regulators, clients and auditors expect proof

Every lead and contact record represents a real person. Regulators, clients and auditors increasingly expect businesses to show how that data was collected, which rules applied and what happened before it was used, rather than rely on a policy sitting in a document. 

Convertr captures and tracks consent, enforces opt-outs, supports data requests and applies global suppression, giving teams clear control over how lead and contact data is collected and handled.

Set account-level rules

Set your rules once, so you’re not rebuilding policy for every campaign, source, supplier and market. The rules you set cover the whole account, sitting above the campaign controls already in place, so a change to policy takes effect everywhere at once.

Account-level rules

Apply rules at the point of entry

Run rules automatically for every record, so only data that meets your requirements reaches downstream systems so records that meet your requirements can move on automatically, while exceptions are held for review. 

Set the evidence suppliers must provide with each record and make it a condition of entry, so records that do not meet your requirements are identified before they reach downstream systems.

Data residency options also let you store information in your chosen region, ensuring compliance with location-based regulations. While real-time suppression lists prevent the use of outdated or unauthorised contact data, reducing risk and improving accuracy.

Testimonial

“When the Convertr team showed us everything the platform could do, it just made so much sense. We saw the industry was moving away from spreadsheets and this was the future.”

Paul Franklin, Operations Director

Control exceptions

Route every exception to a named approver, giving teams a clear record to use when resolving supplier disputes.. The reason is recorded at the time the decision is made, so when a supplier disputes a rejection weeks later, you already know who approved it and why.

Prove it with the Evidence Pack

Retrieve the full history for any record without digging through tickets and spreadsheets to reconstruct the journey. Download the Evidence Pack for details such as source, supplier, campaign, the rules applied, any exception approved, the reason for the decision and where it went.

Built around your teams

Learn how we can help your team accelerate lead generation while improving lead quality.

Marketing

Automate, centralize, and integrate to improve efficiency, prove ROI, and accelerate business expansion. Free up time for strategy and deliver valuable insights to fuel further success.

Revenue Operations

Automate processes, streamline workflows and optimise budgets to scale and boost revenue. Gain data visibility to manage risks, hit goals, and deliver insights.

Leadership

Achieve more with less by streamlining and automating processes, improving efficiency and enabling teams to focus on driving growth and maximising returns.

Publishers

Deliver high-quality leads and scalable processes that drive growth, optimise operations, and significantly improve client satisfaction without manual tasks.

What makes us different

Whether it’s onboarding, implementation or ongoing training, our client success managers and support team are with you every step of the way. We deliver quick wins in weeks and lasting change over time, so you can master the platform and streamline your work like never before.

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Success stories