Revenue Attribution Implementation

Launch Convertmax with a setup plan built for your revenue stack

Convertmax implementation goes beyond script installation. We connect your CRM, marketing platforms, and revenue systems so your team can start using accurate attribution with confidence.

Book an AppointmentView setup plans
CRM and ad platform connections
Attribution validation and QA
Support included with every plan
Guided onboarding
1

Discovery and stack review

We map your customer journey, current tracking, and the systems that need to feed attribution.

2

Tracking and integration setup

We install Convertmax, connect your tools, and align event naming, identities, and conversions.

3

Validation and handoff

We test the data, resolve gaps, and make sure your team knows exactly how to use the new reporting.

Setup plans

Choose the implementation depth that matches your stack

Each plan is designed around how many systems need to be connected, how much attribution logic is required, and how much support your team needs after launch.

Starter Implementation

Early-stage SaaS teams and smaller marketing teams with a simple stack.

  • Install Convertmax through your CMS or Google Tag Manager
  • Configure core event tracking for page views, signups, and conversions
  • Connect up to 3 data sources
  • Configure attribution and ad conversion sync
  • Verify data quality before handoff
30 days of implementation support

Growth Implementation

Teams that need CRM, payment, and campaign data working together.

  • Set up Convertmax tracking across your customer journey
  • Connect CRM, payment platform, and marketing data sources
  • Configure identity resolution and pipeline attribution
  • Connect up to 6 integrations
  • Validate attribution, debug discrepancies, and configure dashboards
90 days of implementation support

Revenue Intelligence Implementation

Enterprise teams that need a full revenue attribution foundation.

  • Design your event architecture and custom event mapping
  • Set up identity graph, CRM pipeline attribution, and warehouse integration
  • Configure ad platform sync and attribution models
  • Connect up to 12 integrations
  • Handle historical backfill and custom dashboards where needed
6 months of implementation support

What implementation covers

Built around the systems that actually drive revenue

We position this as revenue attribution implementation because the goal is not just to install tracking. The goal is to create a reporting foundation your team can trust across marketing, CRM, and revenue operations.

Attribution you can trust

Connect the touchpoints that influence pipeline and revenue instead of relying on isolated platform reports.

Cleaner decision-making

Get aligned reporting across ads, CRM, payments, and analytics so your team can act faster.

Support after launch

Every plan includes post-launch help so issues are resolved before they become reporting problems.

Optional add-ons

Expand the rollout when you need more than the core setup

Some teams need custom integrations, backfills, or a deeper audit before implementation begins. We can scope those as part of the rollout while keeping the core implementation path focused and clear.

  • Custom integrations for proprietary CRMs, internal APIs, or niche tools
  • Historical data import for past conversions and revenue context
  • Attribution audits to diagnose tracking gaps before or after implementation
  • Ongoing monitoring to validate tracking health and campaign data quality

Book time with the team

Talk through the right implementation plan for your stack

We'll review your current tools, map the implementation scope, and recommend the setup path that gets you to reliable attribution faster.

Book an Appointment