Revenue intelligence
Your marketing, sales, customers, and revenue finally make sense together. MAX finds what is working, uncovers what is leaking, and explains what to do next.
Convertmax connects everything that creates revenue, and MAX AI helps you understand what to do with it.
MAX
Example
Why did revenue drop last week?
Revenue is down 18%, but leads are up.
Two things changed: paid search is sending more unqualified leads, and follow-up time on booked jobs slipped from 2 hours to 9 hours.
GA4 would call that a Google conversion.
Next: follow up the quotes that never became invoices before buying more of that paid search.
It was a profitable customer.
Discovers you on Google
Returns from an AI recommendation
Calls the company
Talks with a sales representative
Receives a quote
Buys a $5,000 service
Starts a $199/month subscription
Traditional attribution reports a conversion. Convertmax reports the customer, the invoice they paid, and the subscription that follows.
Agentic attribution
Follow an observable path from AI discovery to the visit, the conversation, the purchase, and the revenue.
Private assistant research stays private. Measurement uses referrals, agent metadata, and identity you can observe.
See agentic commerceMobile commerce
iOS and Android activity joins the person who already visited, called, or bought.
An in-app purchase observation sits beside the campaign. It is not a settled payment by itself.
See mobile commerceSubscription intelligence
A campaign that opens at $10,000 might be worth $100,000 if those customers stay, or it might fade after the first invoice. The opening sale does not say which.
Live reporting covers recurring revenue, renewal timing, cancellations, and the acquisition source behind them.
See customer analyticsWhere the revenue already lives
No CRM migration. Convertmax reads the tools you already run.
How connecting works
Connect the tools you already run.
Convertmax matches the same customer across marketing, sales, billing, and subscriptions.
MAX starts answering questions from your connected revenue data.
Ask MAX
Use the tools you already have
Ask MAX in Convertmax. Claude and ChatGPT connect through MCP. Slack connects when that integration is on.
See MAX AIThe Revenue Graph
One customer. Website, marketing, CRM, sales, calls, ecommerce, billing, subscriptions, and the mobile app.
Unify marketing, CRM, ERP, FSM, commerce, calls, and billing into one Revenue Graph.
Discover which activities generate customers, closed deals, and recurring revenue.
Ask questions, uncover changes, and get revenue intelligence in the tools you already use.
Built for the next generation of revenue intelligence. Agentic Commerce · Mobile Commerce · Sales Intelligence · Subscription Intelligence · AI Revenue Analysis
Why Convertmax is different
| Traditional attribution platform | Convertmax |
|---|---|
| Measures marketing performance | Understands revenue performance |
| Focuses on campaigns and conversions | Connects the customer lifecycle |
| Reports leads and purchases | Connects leads, sales, payments, and subscriptions |
| Primarily serves marketing | Serves marketing, sales, RevOps, and leadership |
| Uses dashboards to explain past performance | Uses MAX to investigate revenue performance |
| Measures established acquisition channels | Also addresses AI discovery and agentic commerce |
| Often emphasizes initial conversion | Can connect acquisition to longer-term customer value |
| Operates as a reporting destination | Can bring intelligence into existing workflows |
| Keeps metric definitions inside the product | Names them with Apache Ossie, an open semantic model |
Other platforms also offer CRM attribution and AI features. Convertmax's difference is connecting the whole revenue picture.
That shared meaning uses Apache Ossie, the open specification for semantic models. The Revenue Graph connects the journey. Ossie is how Convertmax says what revenue means, instead of a Convertmax-only format.
Sales IntelligenceBeta
Go beyond pipeline reports and activity metrics. Convertmax connects lead intelligence, sales activity, representative performance, and revenue outcomes so you can understand what's working, identify opportunities, and improve sales effectiveness.
Understand representative performance, conversion rates, and revenue contribution.
Give sales teams enriched customer information, qualification insights, and lead scoring.
Connect sales activity and pipeline outcomes to actual customer revenue.
Ask questions about sales performance and revenue using natural language.
Illustrative example
| Representative | Conversion | Revenue |
|---|---|---|
| Alex Rivera | 28% | $184,000 |
| Jordan Lee | 19% | $96,000 |
| Sam Patel | 33% | $210,000 |
MAX
Which representatives contribute the most closed revenue?
Sam Patel leads closed revenue in this view, with a higher conversion rate than the other representatives shown.
Conceptual view. Not a live workspace or a customer result.
Built for revenue-accountable teams
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.
Explore SaaS & B2B →
Ecommerce & retail
Track paths to purchase and LTV by channel with first-party identity.
Explore Ecommerce →
Agencies & consultants
Revenue intelligence + attribution infrastructure for agency and consulting client stacks.
Explore Agencies →
High-volume lead gen
Connect forms, calls, and CRM outcomes to the campaigns that created them.
Explore Lead Gen →
Home Services
Connect ad spend, calls, CRM outcomes, and paid jobs.
Explore Home Services →
Your CRM has the customers. Your ads have the campaigns. Billing has what was paid. Convertmax connects them, and MAX explains what matters.
Your systems stay in place.
