Revenue Intelligence For Growth Teams
Convertmax — Revenue Intelligence Platform: Know what's driving revenue.
Stop guessing where growth comes from.
Convertmax shows which marketing, sales activities, calls, and customer journeys generate revenue so you can invest with confidence.
Built on a Revenue Graph that connects touchpoints, customers, and revenue events across your stack.
The Convertmax Revenue Graph
Your revenue data is disconnected. Your decisions shouldn't be.
Convertmax keeps the relationships between every touchpoint, customer, and revenue outcome intact—so reporting reflects how revenue is actually created.
01
Connect
Unify anonymous visits, calls, CRM activity, orders, and revenue events without forcing your business into one system.
02
Explain
See the channels, campaigns, and touchpoints that influence pipeline, purchases, and customer value.
03
Act
Find revenue leaks, recognize winning journeys, and make the next budget decision with evidence.
What you can do with Convertmax
Revenue intelligence that helps you make better growth decisions
See what is driving revenue, where customers drop off, and which efforts deserve more investment before you dig into how the platform works.
Know which marketing generates revenue
Identify your highest-value customers
Find revenue leaks in your funnel
Improve lead quality and conversion rates
Understand the complete customer journey
Make smarter growth decisions
How it works
Go-to-market activity, connected to revenue
Powered by attribution, CRM intelligence, call intelligence, and first-party customer data.
Live preview
See what drives revenue
Revenue Intelligence
Revenue intelligence
What is driving revenue right now
30-day view across marketing, pipeline, and closed revenue.
Revenue
$124,500
+14% vs prior period
ROAS
4.2×
Paid media efficiency
Pipeline
$86,300
Influenced this month
Revenue by channel
Attributed closed revenue
Top opportunities
Next best moves
Brand Search
Lowest CAC · Scale budget +18%
$18.4K
Retargeting
Highest close rate · Protect spend
$9.7K
Paid Social
Rising pipeline · Improve landing page CVR
$6.1K
Recommended actions
Increase Brand Search budget
Revenue efficiency is 1.9x better than prospecting campaigns.
Fix the paid social leak
Strong lead volume, but demos are stalling before qualified pipeline.
Double down on email reactivation
Returning buyers are creating the highest margin revenue this month.
Built for revenue-accountable teams
Clarity for teams responsible for growth
For teams that need to know what is working, where revenue is leaking, and which customers and campaigns deserve more investment.
SaaS & B2B
Attribute trials, pipeline, and expansion across long B2B buying journeys.
Ecommerce & retail
Track paths to purchase and LTV by channel with first-party identity.
HubSpot & GHL agencies
Revenue intelligence + attribution infrastructure for agency client stacks.
High-volume lead gen
Connect forms, calls, and CRM outcomes to the campaigns that created them.
Revenue problems we solve
Start with the question your reporting cannot answer
Get from a disconnected report to a defensible revenue decision—whether you need to reconcile data, prove ROI, or connect calls to revenue.
Common revenue question
How do I prove marketing ROI?
Connect spend, pipeline, purchases, and closed revenue with first-party multi-touch attribution.
Common revenue question
Why is my ROAS different in every platform?
Replace disconnected and platform-inflated reporting with one revenue model you can defend.
Common revenue question
Which campaigns generated revenue?
Tie campaign and channel activity to CRM, billing, and commerce outcomes across the full journey.
Common revenue question
Why aren’t phone calls attributed to revenue?
Connect calls, source data, and downstream CRM outcomes to understand what generated the conversation.
Common revenue question
How do I connect anonymous visits to customers?
Resolve first-party sessions into customer journeys that continue from first click to closed deal.
Common revenue question
How do I know which channels create high-value customers?
Measure acquisition quality and customer value by source—not only lead volume or last-click conversions.
FAQ
Common revenue questions
Clear answers on ROI proof, platform ROAS conflicts, call attribution, identity resolution, and acquisition quality.
How do I prove marketing ROI?
Prove marketing ROI by connecting campaign spend to pipeline, purchases, and closed revenue in one first-party model. Convertmax captures journeys across web, CRM, calls, and commerce, then applies multi-touch attribution so you can show which channels created demand, which assisted, and which closed—without relying on conflicting ad-platform ROAS exports.
Why is my ROAS different in every platform?
Each ad platform uses its own identity rules, attribution windows, and conversion definitions, so the same conversion is often claimed multiple times. Convertmax builds a neutral first-party revenue view across channels so you can reconcile platform-reported ROAS against journeys and closed revenue instead of treating each dashboard as ground truth.
Which campaigns generated revenue?
Convertmax ties campaign and channel activity to CRM opportunities, billing events, and commerce orders across the full customer journey. Instead of stopping at lead form fills or last-click conversions, you can see which campaigns influenced pipeline and closed revenue—and which only look good in platform-reported metrics.
Why aren’t phone calls attributed to revenue?
Phone calls often sit outside web analytics and ad-platform conversion pixels. Convertmax connects call-tracking events (such as CallRail and CallTrackingMetrics) back to campaigns, keywords, and landing pages, then links those conversations to downstream CRM and revenue outcomes so calls stay part of multi-touch attribution.
How do I connect anonymous visits to customers?
Convertmax collects first-party session data on your owned properties, then resolves anonymous visits into known contacts as identity signals appear—forms, CRM sync, commerce accounts, and other first-party identifiers. That continuity keeps early research sessions attached to later conversions and closed deals instead of treating each device or session as a new visitor.
How do I know which channels create high-value customers?
Lead volume and last-click conversions hide acquisition quality. Convertmax connects channels and campaigns to customer journeys and lifetime value so you can see which sources create high-value buyers—not only which sources generate the most leads or claim the final click.
Learn revenue intelligence
Build a better revenue operating system
Pillar guide
Revenue Intelligence
Learn how to connect go-to-market activity to revenue outcomes.
Pillar guide
Revenue Reporting
Build a shared, decision-ready view of pipeline, purchases, and customer value.
Pillar guide
Revenue ROI
Measure return from marketing against a reconciled revenue model.
Pillar guide
The Revenue Graph
Why connected relationships are the foundation for better reporting and AI.
Attribution audit
Get an Audit Report for Your Current Tracking Stack
See where attribution breaks across ads, CRM, calls, and first-party analytics, then get a clear plan to fix it.
Integrations
Connect Your Platform
Connect your platform to Convertmax for first-party analytics, attribution, and revenue visibility. See every integration and how it fits your stack on one page.
Simple, Transparent Pricing
Invest in Analytics That Pay for Themselves
Convertmax pricing is designed to scale with your business. Every plan includes full access to our first-party analytics engine, visitor identification, conversion tracking, and multi-touch attribution.
Pricing Starts At
Billed monthly · Volume discounts available
Please contact us for a custom quote based on volume.