Documentation
How to set up Dealroot and Dealroot Pro, and what every setting does.
New to Dealroot? Start here
Install Dealroot and Dealroot Pro
Install the free plugin, add Pro with your license key, and know what Dealroot needs from your site.
Getting started
Install Dealroot, choose your forms and see your first lead with its source.
Leads and reports
How sources are recognised, what the reports show and how to work with leads.
Ad platforms
Report qualified leads and won deals to Google Ads, Microsoft Advertising and Meta, and import their costs.
CRM
Keep HubSpot, Pipedrive or another CRM in step with your leads.
Team and notifications
Notifications, owners, follow-ups, spam and AI assistants.
Agencies
One dashboard for your clients, your own name on their sites and a monthly report.
Privacy and security
What is stored where, what leaves your site and how to use Dealroot in line with the GDPR.
Developers
Webhooks, the status API, hooks and custom forms.