Introducing Max: AI-powered revenue analytics. Read the announcement →

Know which ads drive paid jobs—not just phone calls.

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.

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What gets in the way

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.

Call duration is not job value

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.

Lead volume hides paid work

If the team evaluates marketing by forms and call length alone, it can overvalue activity and undervalue booked jobs and paid invoices.

How Convertmax helps

Connect the path from campaign to paid work

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.

Decide on booked and paid jobs

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.

One view for marketing and operations

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.

Work with the systems that hold the story

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.

CallRail

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 integration

CallTrackingMetrics

Connect CallTrackingMetrics call events so call activity can be reviewed beside booked work and paid outcomes from the CRM and billing systems you connect.

CallTrackingMetrics integration

GoHighLevel

Connect GoHighLevel contacts and paid invoices so campaigns can be reviewed against booked work and collected revenue, not only form fills or call volume.

HighLevel integration

HubSpot

Connect HubSpot contacts, deals, and revenue records so marketing can be reviewed against CRM outcomes and paid work when those records are in HubSpot.

HubSpot integration

Stripe

Connect 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