Rep Effectiveness
Understand individual and team performance, conversion rates, and coaching opportunities.
For marketing, sales, RevOps, and GTM Intelligence
See what actuallyproduces revenue.
Convertmax is an AI-powered revenue intelligence layer that works with your existing CRM. No migration. It connects the go-to-market motion — marketing, sales, and GTM Intelligence — to revenue outcomes.
Which investments, signals, and reps produce revenue.
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.
- AI recommendation
- Call
- Quote
- $5,000 job
- $199/month
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.
For sales managers and VPs of Sales
Your CRM tracks activity. Convertmax explains performance.
Your CRM tells you what your sales team is doing. Convertmax helps you understand what's working.
Connect your existing CRM to see which reps convert best, which leads generate revenue, where opportunities stall, and what drives results.
No CRM migration. No fragmented reports. Just actionable revenue intelligence across your entire sales operation.
Lead Quality Intelligence
Identify which lead sources deliver customers, not just contacts.
Conversion Intelligence
Find bottlenecks from lead to opportunity and opportunity to close, including rep-level conversion, and see why deals progress or stall.
Revenue Intelligence
Connect marketing investment, sales execution, and actual revenue outcomes.
Illustrative example
| Representative | Conversion | Revenue |
|---|---|---|
| Alex Rivera | 28% | $184,000 |
| Jordan Lee | 19% | $96,000 |
| Sam Patel | 33% | $210,000 |
MAX
Who is converting, and who should we coach?
Sam Patel converts at 33% and leads closed revenue. Jordan Lee converts at 19%. That gap is a coaching opportunity, not another activity report.
Conceptual view. Not a live workspace or a customer result.
One customer, from the click to the subscription.
- 1
Discovers you on Google
- 2
Returns from an AI recommendation
- 3
Calls the company
- 4
Talks with a sales representative
- 5
Receives a quote
- 6
Buys a $5,000 service
- 7
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
Your customers are discovering you through AI. Convertmax shows what happens next.
Follow an observable path from AI discovery to the visit, the conversation, the purchase, and the revenue.
- AI referral
- Visit
- Purchase
- Revenue
Private assistant research stays private. Measurement uses referrals, agent metadata, and identity you can observe.
See agentic commerceMobile commerce
The site visit and the app purchase can be the same customer.
iOS and Android activity joins the person who already visited, called, or bought.
- Website
- App
- Purchase
An in-app purchase observation sits beside the campaign. It is not a settled payment by itself.
See mobile commerceSubscription intelligence
Know which customers grow your business, not just which campaigns generate sales.
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
Your systems stay. The revenue picture gets connected.
No CRM migration. Convertmax reads the tools you already run.
- HubSpot
- GoHighLevel
- Close
- CallRail
- Stripe
- Google Ads
- Meta
How connecting works
- 1
Connect the tools you already run.
- 2
Convertmax matches the same customer across marketing, sales, billing, and subscriptions.
- 3
MAX starts answering questions from your connected revenue data.
Ask MAX
Ask the questions your dashboards can't answer.
- Why did revenue decline last week?
- Which campaigns generate customers who actually pay?
- Where are we losing opportunities in the sales pipeline?
- Which representatives convert the highest-quality leads?
- Which acquisition channels generate recurring revenue?
Use the tools you already have
Connect MAX to where you already work.
Ask MAX in Convertmax. Claude and ChatGPT connect through MCP. Slack connects when that integration is on.
See MAX AIThe Revenue Graph
Finally, one connected picture of how your business makes money.
One customer. Website, marketing, CRM, sales, calls, ecommerce, billing, subscriptions, and the mobile app.
Connect your revenue.
Unify marketing, CRM, ERP, FSM, commerce, calls, and billing into one Revenue Graph.
Understand what's working.
Discover which activities generate customers, closed deals, and recurring revenue.
Let MAX investigate.
Ask questions, uncover changes, and get revenue intelligence in the tools you already use.
Built for the next generation of revenue intelligence. Sales Intelligence · Agentic Commerce · Mobile Commerce · Subscription Intelligence · AI Revenue Analysis
Why Convertmax is different
Attribution tells you where a conversion came from. Convertmax shows how revenue happened.
| 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 GTM Intelligence |
| 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.
Built for marketing, sales, RevOps, and GTM Intelligence
One picture for the people who own revenue
GTM Intelligence is not a sales-only report. Marketing, sales leaders, and RevOps use the same picture to see which investments, signals, leads, and reps produce revenue, and where it leaks.
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 →
You already have the data. MAX can tell you what to do next.
Marketing has the spend. The CRM has the activity. Billing has what was paid. Convertmax connects them so marketing, sales leaders, RevOps, and GTM Intelligence see which investments, signals, and reps produce revenue.
Your systems stay in place.