Dealroot

Most small businesses know how many visitors they get, but not which of them became customers. Dealroot closes that gap without a CRM.

When someone sends one of your forms, Dealroot stores the enquiry with how that person found you: the ad, the search engine, the social post or the website that linked to you. Mark the lead as contacted, won or lost with its value, and see which channels earn you money. You do not need to run ads: organic search, social media, AI assistants, newsletters and referrals are tracked from the first visit.

What you get

• Leads to follow up – an overview of what waits for an answer, every lead in a list or on a board, and a timeline from the first visit to the sale.

• 25 form plugins and page builders – see the list below. A form scan finds every form on your site, also those built without a form plugin.

• The source of every enquiry – UTM parameters and click IDs of Google, Microsoft, Meta, TikTok, LinkedIn and more, the referrer and the landing page, for the first and the latest visit, sorted into channels that make sense worldwide.

• Reports with charts – revenue next to ad costs, enquiries and customers by channel, campaign, page, form, device and city, when enquiries arrive and how fast you answer, for any period and as a PDF.

• Phone, WhatsApp and email clicks – counted per channel, so a call can still be credited to its ad.

• Form analytics – how many visitors start and send each form, and at which field the others give up. Only anonymous daily totals are stored.

• Live view and map – who is on your site right now, and where your visitors and leads come from.

• AI assistant, one switch – every enquiry summed up, sorted and checked for spam, drafts of your answers, a confirmation within a minute, and questions about your leads in plain words. Optional, see External services.

• Telegram and webhooks – every new lead on your phone, or in Make, Zapier, n8n or your own system.

• WooCommerce and other shops – paid orders become won deals with their source.

• Offline conversions – won leads exported in the format Google Ads, Microsoft Advertising and Meta import.

• Privacy – first-party cookie only, optional wait for cookie consent (WP Consent API or your own banner), data retention and the WordPress personal data tools.

Dealroot Pro

Everything above is free and stays free. Dealroot Pro is an add-on for businesses that advertise and work with a CRM:

• Conversions to Google Ads, Microsoft Advertising and Meta – leads you mark as qualified or won are reported with the deal value to the platform that brought the visitor, so the ads learn which clicks become customers.

• Ad spend and return on ad spend – costs are imported from Google Ads, Microsoft Advertising and Meta every hour, for the cost per lead, the cost per customer and the return on ad spend of each channel, source and campaign.

• Profit, not only revenue – margins per product category or the cost of goods in WooCommerce, for the profit on ad spend.

• CRM and email marketing – HubSpot, Pipedrive, monday.com, Zendesk Sell, Insightly, Nutshell, Bitrix24, Brevo and Mailchimp, connected with one click or one key, in both directions. Any other CRM by webhook.

• Spam filter – sales pitches and bot submissions are put aside automatically.

• Team and reminders – owners, follow-up dates, reminders, and new leads in Slack or Microsoft Teams.

• For agencies – all client sites on one screen, white label and a monthly report for each client.

Compare the plans

Supported form plugins

• Contact Form 7, WPForms, Gravity Forms, Fluent Forms, Ninja Forms, Formidable Forms, Forminator, JetFormBuilder, Everest Forms, WS Form, SureForms, MetForm, HappyForms and Jetpack Forms

• Elementor Pro, Divi, Bricks, Beaver Builder, Thrive, Kadence Blocks, Spectra and Otter Blocks

• Mailchimp for WordPress, MailPoet, Ultimate Member and the WooCommerce checkout

• Embedded HubSpot and Tally forms with the answers; Typeform and Calendly with their source

• Any other HTML form: tick it after the form scan, or add data-dealroot to the form tag

• Custom code via do_action( 'dealroot_capture', $form_id, $form_name, $fields )

Translations

English, German, French, Spanish, Italian, Dutch, Polish, Ukrainian and Russian are included.

Credits

1, included in the plugin.

External services

Dealroot stores leads, visits and contact clicks in your WordPress database. Nothing is sent anywhere unless you turn on one of the features below.

Telegram

org) with the bot token you enter. Every new lead is sent to the chat you choose, with the lead’s name, email address and phone number, the form, how the visitor found your site and the message they wrote; “Send test message” sends a sample the same way. Your site also sets itself as the webhook of the bot, so Telegram passes on what you write or press in that chat: buttons, replies, forwarded chats and voice messages.

org to read it, see “Dealroot AI assistant” below. Telegram’s terms of service and privacy policy apply.

Webhook

When you enter a webhook URL under Leads → Settings, every new lead and every status change, and the test lead you send from there, are posted to that URL with the lead’s contact details, the fields that were sent and how the visitor found your site. The service at that address is chosen by you, for example Make, Zapier or n8n, and its own terms and privacy policy apply.

Website icons

ico, and keeps it for a month. The request comes from your server, not from the browser of the person looking at the report, and contains no data about your site, its visitors or its users. The terms and privacy policy of each of these websites apply.

DB-IP Lite location database

com/free/), once right away and then once a month, and keeps it in wp-content/uploads/dealroot. The download is a plain file request that contains no data about your site or its visitors; the city of each visitor is then looked up on your own server. 0 by DB-IP; DB-IP’s privacy policy applies to the download.

Turning the setting off deletes the file.

Dealroot AI assistant (optional)

net), the service of the makers of this plugin in the European Union: the service fetches a one-time proof from your site’s address to confirm it, then gives the site a key to sign its requests. From then on, texts are sent there only to get an answer for a feature you use:

• each new enquiry, with the form name, your site’s language and the topics used before, for its summary, topics and kind, and for the confirmation email if you turn it on;

• when you click “Write with AI” or go through new enquiries, the enquiry with the person’s name, your name, your site’s name and your own quick replies, for a draft of your answer; “Translate” sends the text to translate;

• a question or order under “Ask about your leads” or in Telegram, with the questions before it, your site’s name and address, the names of your channels, topics and forms, a few totals such as the enquiries of this month, and for orders the names of your recent leads, so the assistant knows who you mean; the numbers of an answer are counted on your site;

• a chat, text file or email you forward in Telegram to turn it into a lead;

• a voice message you record in the plugin or send in Telegram, as audio, to write it down;

• once a week, the summaries of enquiries about frequent topics and the figures of “Your week in short”, for questions people ask and the advice of the week; with Dealroot Pro, also the texts of its own AI features.

Email addresses, phone numbers and fields such as consent boxes are left out by the plugin, and contact details that remain in a text are removed by the service before a language model sees it. The service passes the text to the language model of Mistral AI (Paris, France), which runs in the European Union; when Mistral AI is not available or the monthly allowance of the site is used up, a model on Dealroot’s own server answers instead. Voice messages are written down on Dealroot’s own server.

Dealroot Cloud does not store or log texts, audio or answers, and they are not used for training; Mistral AI processes them as a processor under its commercial terms and privacy policy.

With Dealroot Pro you can instead enter your own API key of OpenAI, Google Gemini, Anthropic Claude or Mistral AI. The key is sent to Dealroot Cloud, checked with the provider once and kept there encrypted, and the texts above then go through Dealroot Cloud to that provider under your own contract with it: OpenAI terms and privacy policy, Google Gemini API terms and Google privacy policy, Anthropic commercial terms and privacy policy.

Turning the assistant off removes the sign-up. Dealroot Cloud terms and privacy policy.

MaxMind GeoLite2 City (optional)

com), right away and then once a week, and keeps it in wp-content/uploads/dealroot. The request carries your account ID and license key so MaxMind can check them; it contains no data about your site’s visitors, whose cities are looked up on your own server. The database is used under the GeoLite2 End User License Agreement of MaxMind; MaxMind’s privacy policy applies to the download.

com. Removing the key or turning off cities deletes the file.

GeoNames postcode lists

org/export/zip/): the one of your site’s country, and that of another country the first time a lead from there gives a postcode or a town. The lists are replaced every three months and kept in wp-content/uploads/dealroot; they place leads by the postcode or town they gave. The download is a plain file request without data about your site or its visitors.

0 by GeoNames. Turning the setting off deletes them.

Microsoft Clarity

Dealroot does not add Clarity to your site. If the Clarity tag is already on a page, the tracker marks visits in which a form was sent or a phone, WhatsApp or email link was clicked with the events “dealroot_form_sent” and “dealroot_contact_click” through Clarity’s own script, and asks Clarity to keep these recordings, so you can open the recording from the lead. Only these event names are passed on, no form data.

Microsoft’s Clarity terms and privacy statement apply.

Map outlines

The outlines of the countries and the towns on the maps come from Natural Earth, which is in the public domain, and ship with the plugin. The map loads nothing from other servers.