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Track Web Activity

Transform Passive Web Traffic Into Proactive Sales Signals

With StoneShot, you don’t just see what’s popular—you see who’s interested. By linking web activity to individual contacts in your CRM, you get the full story behind every visit: what they viewed, how long they stayed, and whether they’re ready to talk. For Sales and Marketing teams in financial services, it’s a smarter way to prioritize outreach and tailor messaging based on real behavior.

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Visitor tracking
Track individual page level behavior

Drill into Every Click

Track Individual Page-Level Behavior

Measure the amount of traffic to the site and see which pages are attracting most engagement. Follow each client's path through your site—see what pages they view, how long they stay, and what content signals interest or readiness.

Workflow Automation

Trigger Timely Follow-Ups & Journeys

Launch email workflows or notify Sales the moment a visitor hits a key page or shows specific engagement such as inviting a client to a webinar if they visit the fund page. Stay on top of client behavior and never miss an opportunity for following-up.

Trigger timely follow ups and journeys
Optimize sales insights with engagement scoring

Lead Scoring

Optimize Sales Insights with Engagement Scoring

Customize scoring for specific pages or behaviors (like viewing a fund page or downloading a report) to identify high-value leads.

You'll be in Great Company

Trusted by boutiques and global financial services brands

  • BNY Mellon
  • Causeway
  • edentree
  • CIBC
  • Quilter Investors
  • UBS
  • Legal & General
  • BNP Paribas
  • HSBC
  • RBS
  • BlackRock
  • Alcentra
BNY Mellon Causeway edentree CIBC Quilter Investors UBS Legal & General BNP Paribas HSBC RBS BlackRock Alcentra

Here’s What Our Customers Have To Say

Users voted StoneShot a Leader and High Performer on G2

Built For Financial Services

“Stoneshot is one of the best comprehensive platforms for the asset management industry!"

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Verified User
Financial Services

User Friendly Design

"StoneShot is great to use, allowing you to build emails easily & backed up with great MI."

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Verified User
Financial Services

Dedicated Support

"Great marketing automation platform with an outstanding support team"

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Verified User
Financial Services

We can help get more from your Marketing Budget

Elevate your email and events program with StoneShot. Learn how we've driven these successes.

55%

Reduction in Fake Opens and Clicks

19%

Increase in Quality Leads

80%

Reduction in Production Time

Users Voted StoneShot a Leader and High Performer on G2

We’re proud to be rated highly on G2 by customers who use StoneShot every day. Feedback from our customers has helped us build a platform that truly supports the way financial marketing teams work.

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Frequently Asked Questions

What is Visitor Tracking?
StoneShot Visitor Tracking reveals how individual clients engage with your website—not just overall traffic. It shows page views, tagged engagement, and helps assign lead scores based on website behavior.
Why is this better than standard web analytics?
Unlike tools like Google Analytics, Visitor Tracking attributes page views and document downloads to an individual contact. It allows you to see the journey from your emails to your site and beyond.
How do goals and conversions work?
You can set up goals such as "visited funds page" or "viewed a whitepaper". When a contact triggers a goal, they can be added to automation journeys.
Can I use visitor behavior for lead scoring and automation?
Yes. Visitor Tracking enables tagging and scoring based on website behavior, enabling automated workflows, alerts, and scoring enhancements.
Is this feature integrated with CRM?
Absolutely. Visitor activity appears in Salesforce and Dynamics alongside email, event, and video history, making follow-up timely and relevant.
How do I start using Visitor Tracking?
Simply add your website as a tracked site, insert the JavaScript tracking snippet, and StoneShot begins capturing visitor data to feed into dashboards and workflows.
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Boost Engagement &
Conversions With StoneShot

  • Complimentary 30-day trial
  • Personalize content for higher engagement
  • Track performance and optimize future campaigns
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