A ringing phone does not tell you what marketing is working
A lead may call a tracked number, an office line, or come back after several touchpoints. A long call can be a booked job, an existing customer, a misdial, or a price shopper.
Introducing Max: AI-powered revenue analytics. Read the announcement →
Convertmax for Home Services
Convertmax brings your advertising, call data, CRM outcomes, and payment data into one connected revenue view. When the relevant systems are connected, you can follow the path from campaign to booked work and paid revenue.
Plumbing · HVAC · Electrical · Waterproofing
A lead may call a tracked number, an office line, or come back after several touchpoints. A long call can be a booked job, an existing customer, a misdial, or a price shopper.
A $150 drain call and a $12,000 repipe should not look the same in reporting. That contrast is an illustration of the problem, not a customer result.
If the team evaluates marketing by forms and call length alone, it can overvalue activity and undervalue booked jobs and paid invoices.
Follow ad click or campaign, then website visit, call, or form, then CRM contact and booked job, then won work, invoice, or payment—when those records are connected.
Compare campaigns using the downstream outcomes that are actually captured. Separate lead volume from booked-work quality, and review service lines when that data is in the connected systems.
Give both teams the same customer journey, from the campaign that started it through the CRM outcome and the payment, instead of reconciling separate call and revenue reports.
Data sources
Connect the systems where your marketing, call, CRM, and payment data live. What you can see depends on the records those systems capture and which of them are connected. Convertmax does not replace the CRM or the call-tracking provider.
Bring eligible CallRail call activity into the same revenue view as CRM and payment records. A call is included when the identifiers needed to connect it are present.
CallRail integrationConnect CallTrackingMetrics call events so call activity can be reviewed beside booked work and paid outcomes from the CRM and billing systems you connect.
CallTrackingMetrics integrationConnect GoHighLevel contacts and paid invoices so campaigns can be reviewed against booked work and collected revenue, not only form fills or call volume.
HighLevel integrationConnect HubSpot contacts, deals, and revenue records so marketing can be reviewed against CRM outcomes and paid work when those records are in HubSpot.
HubSpot integrationConnect Stripe payments, invoices, and subscriptions so collected revenue can sit on the same journey as the campaign, call, and CRM records that preceded it.
Stripe integration