About Convertmax
We’re building the intelligence layer between go-to-market activity and revenue
Marketing, sales, CRM, calls, commerce, and billing each hold part of the customer journey. Convertmax connects those signals into a Revenue Graph so businesses can see how revenue is actually created — and use that intelligence to grow.
Revenue intelligence shouldn’t stop at another dashboard. It should help you decide what to do next.
The problem
Revenue data is everywhere. Revenue understanding isn’t.
Businesses have more data than ever. None of those systems sees the relationship between events.
Convertmax connects the journey from first interaction through customer and revenue — without replacing the stack you already use.
Analytics
Knows about visits
Ad platforms
Knows about clicks
CRM
Knows about opportunities
Call platforms
Knows about conversations
Commerce
Knows about orders
Billing
Knows about payments
The foundation
The Revenue Graph connects how customers become revenue
A journey isn’t disconnected fields and reports. It’s related events. Convertmax preserves those relationships so teams work from one view of what actually happened.
Max AI
From revenue reporting to revenue intelligence
Most analytics software waits for someone to open a dashboard. Max is the AI revenue intelligence agent built on the Convertmax Revenue Graph.
Max investigates questions and surfaces change through Daily and Weekly Briefs. The goal isn’t another AI summary — it’s AI that understands how your business generates revenue.
- Which campaigns actually created revenue?
- Why did conversion decline this week?
- Which channels produce our highest-value customers?
- Where is pipeline leaking?
- Which marketing activities influence closed deals?
- What changed that deserves attention?
What we believe
Principles behind the product
Revenue is the metric that matters
Clicks, sessions, leads, calls, and opportunities matter because of their relationship to customers and revenue.
Your systems shouldn’t be walled gardens
Revenue intelligence should connect CRM, analytics, commerce, call tracking, ads, and billing — not force you to replace them.
First-party data should be the foundation
Businesses should control the customer, journey, and revenue data they depend on.
Attribution should be defensible
Five platforms shouldn’t claim the same customer. Credit should follow the complete journey and real outcomes.
AI needs context, not just data
Database access isn’t business understanding. The Revenue Graph gives AI the relationships between customers, touchpoints, and revenue.
Intelligence should lead to action
The goal isn’t another dashboard. It’s knowing what changed, why, what’s creating revenue, and what to do next.
How it fits
Built to work with the stack you already have
Convertmax sits between the systems you already use and the decisions you need to make.
Your systems
- Marketing
- Website & first-party tracking
- CRM
- Calls & conversations
- Commerce
- Billing & revenue
- Data & warehouse
Foundation
Convertmax Revenue Graph
Who it’s for
Built for teams accountable for growth
SaaS & B2B
Connect acquisition, trials, sales activity, pipeline, and revenue across long buying journeys.
Ecommerce & retail
Connect acquisition to orders, repeat purchases, and lifetime value — not just transactions.
Agencies & consultants
Give clients a defensible view of marketing’s impact without forcing a single CRM or stack.
High-volume lead generation
Connect ads, forms, calls, CRM outcomes, and closed revenue — not lead volume alone.
Our mission
Give every business a connected understanding of how it creates revenue
We’re building toward a future where revenue intelligence doesn’t just explain what happened. It continuously helps businesses understand what changed, why it matters, and what to do next.
Get started
Understand how your business creates revenue
Connect the customer journey to real revenue and give your team — and Max — the context to understand what drives growth.