For agencies and consultants
Done-for-you attribution your agency can resell.
Revenue intelligence + attribution infrastructure
Convertmax delivers revenue intelligence + attribution infrastructure for agencies, consultants, and accelerators—so you can prove what created revenue, not just what generated clicks.
Built for marketing agencies, CRM consultants, sales accelerators, ecommerce shops, and RevOps practices—not just one CRM niche. Resell the same first-party attribution layer across every role Convertmax already serves.
Who you serve
Built for every role we help—not just CRM consultants
Founders & owners
Give founder-led clients a revenue story they can trust—what actually drives closed revenue, without inflated platform reports.
Marketing agencies
Prove channel ROI and assisted conversions so retainers are defended with first-party attribution, not platform-reported ROAS.
RevOps & GTM shops
Give client workflows a measurement layer—journeys, CRM or commerce revenue, and integrations in one system you can reuse across accounts.
Ecommerce agencies
Attribute store orders to campaigns and sessions across BigCommerce, WooCommerce, Vendure, and custom tracking—not last-click or platform ROAS.
CRM consultants
Show that implementations and retainers moved pipeline and closed revenue across Close, GHL, HubSpot, and Pipedrive—not just that the CRM is set up.
Sales accelerators
Attribute closed revenue to outbound programs, appointments, and closer pods—so performance fees are measured as revenue impact, not meetings booked.
Revenue intelligence
Prove what created revenue for every client
Finance-informed attribution powered by infrastructure you own—not exports stitched together in spreadsheets. The reporting layer agencies sell: finance-informed attribution, defensible models, and answers leadership and clients actually trust.
Finance-informed attribution
Connect marketing touchpoints to CRM and billing outcomes so agencies report revenue impact finance can trust.
Revenue intelligence reporting
Give clients LTV, cohort, and channel views that answer what created revenue—not just what converted last.
Multi-touch model comparison
Compare first-touch, linear, U-shaped, and other models so agencies defend budget decisions with evidence.
Conversation analytics
Query journeys, channels, and revenue in plain language—like you work inside the client's data every day.
Attribution infrastructure
The foundation that makes agency reporting scale
A practical reporting foundation that keeps each client account connected and makes attribution easier to explain, defend, and scale.
Unified data foundation
Keep each client’s marketing, CRM, and revenue signals organized in one reliable source of truth.
Connected customer journeys
Follow the path from first touch to closed revenue without fragmented reporting.
Cross-channel visibility
Bring ads, CRM, billing, and call data together so agencies can explain what drove outcomes.
Live performance insights
See campaign and channel impact quickly enough to adjust budgets with confidence.
Scalable client reporting
Deliver consistent attribution reporting across clients without rebuilding workflows account by account.
Outcomes
What agencies deploy
- Resell done-for-you attribution as a managed service—without building pipelines or hiring analysts per client
- Deploy attribution infrastructure once, then scale across clients without rebuilding pipelines per account
- Prove client ROI with finance-informed attribution—not platform-inflated ROAS
- Standardize revenue intelligence across CRM, storefront, ads, calls, and billing stacks
- Give leadership reporting built on first-party journeys and closed revenue
Questions
What your agency pitch should answer
- Which campaigns and channels actually created revenue for this client?
- Do we have the attribution infrastructure to stitch ads, CRM, commerce, and billing in one place?
- Can finance-informed models inform how we report pipeline and closed-won?
- How do we scale revenue intelligence across dozens of client workspaces?
Partner with Convertmax
Deploy Revenue intelligence + attribution infrastructure for Your Clients
Done-for-you attribution your agency can resell. Deploy attribution infrastructure and revenue intelligence your clients are missing—whatever stack they run.