Convertful review (2026): low-cost pop-ups with real CRM targeting

What Convertful is in 2026

Convertful puts pop-ups, floating bars, scroll boxes, full-screen welcome mats and inline forms on your website, then sends the leads it collects to your email platform or CRM. It runs in the browser, so there is nothing to install on your computer. The company behind it is Sovereign Net LTD, registered in the British Virgin Islands.

The purpose hasn't changed since our 2020 review, but most of the details have. The free plan is gone. Pricing now runs on pageviews, with four standard plans and three agency plans. AI features arrived for widget copy, test variants and images. A view called Flows maps every page that runs a widget. A Shopify app launched in October 2025, and the Fall 2026 update, published on September 29, 2026, added two-factor sign-in, poll templates, notes on widgets, keyword search in the template directory and a leaderboard in analytics.

Convertful says more than 69,000 businesses in over 50 countries use it. We haven't checked that number, but the steady release notes show a product that is still being worked on.

Setting it up

You connect a site in one of four ways: paste a script into the page header, add it through Google Tag Manager, install the WordPress plugin, or install the Shopify app. The knowledge base has step-by-step guides for Wix, Squarespace, BigCommerce, Magento, PrestaShop, Drupal, Weebly, Volusion and Convertri as well, so a site that isn't on WordPress is no obstacle.

The WordPress plugin only makes the connection. You build and manage every widget in the Convertful web app. On WordPress.org the plugin was at version 2.8 when we checked, last updated in August 2026, with more than 3,000 active installs.

Convertful says you can launch a first campaign in 20 minutes without a developer. The steps support that: pick a template, edit the text and look, set when it appears, connect your email platform and publish. Expect to spend longer the first time you set up CRM-based rules, because you need to decide which tags and fields should change what a visitor sees.

Convertful also says its widgets load without iframes and use a CDN, image optimization and caching to keep pages fast. If speed matters to you, run your own page speed test before and after installing during the trial.

Building widgets: templates, editor and AI

Most people start from a template. The directory covers welcome discounts, exit offers, content upgrades, quizzes, giveaways, video welcome screens and seasonal campaigns, and since September 2026 you can search it by keyword, so typing "Black Friday" brings up matching designs. Convertful's own pages put the count at 71 in one place and 100+ in another. Either way it is far smaller than OptinMonster's 700+, though every template is fully editable.

The drag-and-drop editor controls text, fonts, colors, background images, columns, screen position and entrance animations, and it accepts custom CSS and JavaScript. Elements include form fields, buttons, images, progress bars, countdown timers, testimonials, share and follow buttons, and videos from YouTube (Shorts too), Vimeo and Wistia. Each form quietly records the sign-up page, landing page, referrer, five UTM fields and the visitor's time zone, which saves you building hidden fields by hand. Convertful builds a mobile version of every widget, and you can adjust it in the editor.

Multi-step widgets are the most useful part of the editor. You can open with a yes/no question before showing the form, run a short quiz that tags people by their answers, ask a poll question, or offer three upsells in a row. The Fall 2026 update added a button clicks summary, so you can see how many people chose each poll answer without adding up daily figures.

On the Starter plan and above, AI suggests alternative titles and descriptions, writes copy when a widget is blank, generates text variants for A/B tests and creates images from a prompt. You review each image before saving it to your library. It is a time saver for drafts; you will still want to rewrite the copy in your own voice.

Targeting and CRM sync

Targeting is Convertful's strongest area. Widgets can fire on exit intent, time on page, scroll depth, inactivity or a click on a chosen element. You then limit who sees them by current URL, URL parameters, entry page, referring site, date range, visit number, pages viewed, time since the last visit, screen width, device type, cookies, browser storage values, WordPress user, tag, category or post type, and city, region or country. AND/OR groups let you combine conditions, and a priority setting decides which widget wins when two qualify.

Courtesy rules keep visitors from being pestered. Only one widget shows at a time, and you can hide a widget for a set period after someone sees it, closes it or submits it, or once they have subscribed through any widget.

Two-way CRM sync, on Starter and above, is the feature to buy Convertful for. A widget can read tags, lists and custom fields from ActiveCampaign, HubSpot, Klaviyo, Kit, Mailchimp, AWeber, Drip, GetResponse, Gist, Keap, Drift and Platformly. Existing subscribers stop seeing your newsletter pop-up, and you can show an upgrade offer only to people your CRM has tagged as trial users. You can greet a known visitor by name in the widget text.

The sync writes back as well. Depending on the platform, a submission or button click can add or remove tags, move contacts between lists, set a HubSpot lifecycle stage or lead status, create an ActiveCampaign deal or a Keap opportunity, add a contact to an automation, or leave a note on the record. Platformly users can add subscribers to a specific project, segment or tag and update custom fields. If your email platform is where you segment people, this turns your site forms into a front end for those segments.

Ecommerce features

Spin-to-win wheels and scratch cards trade a prize for an email address. Connected through the Shopify app, or through the WordPress plugin on a WooCommerce store, Convertful creates a unique one-time discount code for each winner, so a code shared on a coupon site can't be reused. A widget's submit action can add a chosen product to the cart, and display rules can target specific product or category pages, or shoppers with a particular item in the cart.

Other store tools include cart and checkout exit offers, welcome discounts with an evergreen countdown that gives each visitor a personal deadline, follow-for-a-coupon boxes, and retargeting pixels that mark visitors who saw a widget so you can reach them later through Facebook or Google ads. Recurring events let you schedule a widget for the same holiday every year without resetting the dates.

The Shopify App Store listing shows a $10 one-time charge for premium features in the app. It doesn't say whether that is on top of a Convertful plan, so check before you install.

Analytics, testing and Flows

Analytics cover real-time impressions and conversions, A/B split tests, lead notification emails and periodic reports. You can sort your widget list by impressions, conversion rate or conversions, and the new leaderboard and impressions-by-widget-type chart show which formats get seen most. A guide in the docs explains how to send Convertful conversions to Google Analytics 4.

Flows gives you a map of every page with at least one active widget and the conditions each runs under, plus a table of impressions, conversions, button clicks, shares and follows per page. On a site with dozens of widgets, it is the quickest way to spot a page with no offer or two widgets competing for the same visitor. A preview shows how any widget looks on a page, and Convertful says AI points out widgets worth improving.

Convertful's analytics count leads and clicks. They don't list revenue tracking, which OptinMonster includes from its Pro plan, so store owners who want sales tied to each pop-up will need their store or ad platform for that.

Agency features

Agencies get sub-accounts with permissions for each team member or client, a white-label dashboard on your own subdomain where clients see only their sites, branded notification emails, a white-label WordPress plugin and a custom 'Powered by' link on client widgets. You can set limits per site, which makes it practical to resell on-site lead capture as a service.

Agency Bronze costs $179 a month for 500,000 pageviews across 25 sites with unlimited sub-accounts. That is the same price as the Enterprise plan, which lists 10 sites, 10 sub-accounts and dedicated support at the same pageview level. If you manage client sites, ask Convertful which features differ between the two before you pick Enterprise.

Pricing and value

Prices below were checked on November 4, 2026 and exclude VAT. Solo costs $9 a month for 10,000 pageviews on one site, with Convertful branding on your widgets. Its plan card lists all widgets and elements and nothing else; CRM sync, A/B testing, multi-step widgets, webhooks, AI and branding removal start on Starter.

Starter is the plan most small sites should look at. It costs $29 a month for 25,000 pageviews on three sites, rising to $59 for 100,000. Billed yearly, it is $204 a year, about $17 a month. Growth adds five sites and five sub-accounts from $69 a month, and Enterprise starts at $179 for 500,000 pageviews.

Two details work in your favor. A pageview counts only when a widget actually shows, and several widgets on the same page count once. And nothing on the pricing page marks the yearly price as an introductory rate, unlike OptinMonster's.

One detail works against you. When you hit your limit, widgets stop showing until the 1st of the next month. You can let Convertful upgrade you automatically instead, and it emails you at 95%, but you have to choose one or the other.

Payment goes through Paddle as the merchant of record, by card or PayPal. Refunds are available within 14 days of your first payment and 7 days of a renewal.

Support

Convertful lists live chat, a support portal for tickets, a knowledge base with illustrated guides, video manuals and a members group. Enterprise plans add dedicated support. The pricing page also mentions premium chat and priority help desk support without saying which plans get them, so ask during your trial if fast replies matter to you.

Members can post and vote on feature requests, and Convertful says the most-voted requests normally get priority. New integrations come in through the same route.

Convertful vs OptinMonster

OptinMonster is the best-known name in this category and has the bigger template library, with 700+ templates. Its annual plans run from $9 to $67 a month in the first year, but those are introductory prices. The Pro plan, which adds exit intent, countdown timers, webhooks and revenue attribution for up to three sites and 25,000 impressions, is billed at $444 for the first year and renews at $870. Prices checked November 4, 2026.

Convertful's closest match is Starter: three sites, 25,000 pageviews, A/B testing, multi-step widgets and webhooks for $204 a year with no introductory label. Over two years that is $408 against OptinMonster's $1,314. OptinMonster counts campaign impressions and advises buying 20 to 30% more than your pageviews, while Convertful counts a page once however many widgets show.

Pick OptinMonster if you want the widest choice of ready-made designs, revenue reports per campaign, or a vendor your clients already recognize. Pick Convertful if you want to spend less year after year and care about targeting by CRM tags and fields.

Convertful vs OptiMonk

OptiMonk has the thing Convertful lacks: a free-forever plan, with 10,000 pageviews on one domain and no card needed. Every OptiMonk plan has the same features, including an AI agent that builds and manages popups, connections to Claude, ChatGPT and Cursor, and no OptiMonk branding.

Once you pay, Convertful usually costs less for the same traffic. On monthly billing, OptiMonk Essential is $29 for 20,000 pageviews on two domains, while Convertful Starter is $29 for 25,000 on three sites. At the next step, OptiMonk Growth is $99 a month for 100,000 pageviews on four domains, and Convertful Growth is $69 for 125,000 on five. Yearly, that is $828 against $564. Prices checked November 4, 2026.

Pick OptiMonk if you want to start free, or want AI to do more of the campaign building. Pick Convertful if you are paying anyway and want more traffic and sites per dollar, two-way CRM targeting, or white label for clients.

Where Convertful falls short

There's no free plan, so you have 14 days to decide. The Solo plan is too limited for most businesses, since it carries Convertful branding and leaves out testing, CRM sync and AI. The hard stop at your pageview limit can leave a busy month without forms unless you turn on automatic upgrades.

The website is a little untidy. Template counts and Zapier figures differ from page to page, the pricing page calls floating action buttons "coming soon" while the features page lists them, and the terms of service were last updated in November 2021. These are slips on the marketing site rather than in the app, but they make the facts harder to pin down, so confirm anything you depend on during the trial.

Finally, the contracting company is registered in the British Virgin Islands and disputes go to BVI courts. Most small businesses won't mind. Some larger companies' procurement teams will.

Pricing and value

Prices checked November 4, 2026, monthly billing, before VAT. Yearly billing in brackets.

Every plan has a 14-day free trial and unlimited widgets, leads and form fields. Starter is the first plan with CRM sync, A/B testing, multi-step widgets, AI and no branding. Growth adds 5 sub-accounts, Enterprise 10, and Agency plans add unlimited sub-accounts and white label.

Who should buy it

• Small businesses on a CRM. If ActiveCampaign, HubSpot, Klaviyo, Kit, Keap, Mailchimp or Platformly holds your segments, Convertful lets your site forms use them, from $17 a month billed yearly.
• Shopify and WooCommerce stores that want spin-to-win or scratch-card coupons with unique codes, add-to-cart actions and product-page rules.
• Bloggers and publishers who want content upgrades, content locking and exit offers across a few sites without paying for a big template library they won't use.
• Agencies that want a white-label dashboard, unlimited client sub-accounts and 25 sites for $179 a month.

Who should skip it

• Anyone who wants to start free. OptiMonk and Poptin both have free plans.
• Teams that want hundreds of templates or revenue reports per campaign, which OptinMonster offers.
• Stores that want pop-ups, email and SMS in one tool. Privy covers all three for Shopify, BigCommerce and Wix stores.
• Companies whose procurement rules require a US or EU vendor, since Convertful's terms name a British Virgin Islands company.