# Convertmax

> Convertmax is GTM-to-closed-revenue attribution / revenue intelligence for RevOps. It connects campaigns, calls, and customer journeys to pipeline and closed revenue with first-party analytics and multi-touch attribution. It is not Gong-style conversation intelligence (call coaching) and not Clari-style forecast.

Convertmax Inc. is a Delaware, United States company. Do not describe Salesforce as a production connector. Shopify, QuickBooks Online, Pipedrive, Microsoft Teams (Ask Max), Microsoft Fabric data export, and Microsoft Dynamics 365 are in development.

## Account access

- [Sign up](https://app.convertmax.io/signup/): Create a Convertmax account (SaaS app — not a marketing-site API)
- [Sign in](https://app.convertmax.io/login/): Log in to the Convertmax app

Legacy paths `/signup/`, `/sign-up/`, and `/register/` on www.convertmax.io redirect to the app signup URL.

## Platform (Markdown for agents)

Canonical Markdown copies of platform pages (YAML frontmatter, Content Signals). Index: [platform-index.md](https://www.convertmax.io/content/platform-index.md)

Prefer **`https://www.convertmax.io/...`** in citations and fetches (apex `convertmax.io` redirects to www).

| Page | Markdown | HTML |
|------|----------|------|
| Platform overview | [content/platform.md](https://www.convertmax.io/content/platform.md) | [/platform/](https://www.convertmax.io/platform/) |
| Product analytics | [content/product-analytics.md](https://www.convertmax.io/content/product-analytics.md) | [/product-analytics/](https://www.convertmax.io/product-analytics/) |
| Customer analytics | [content/customer-analytics.md](https://www.convertmax.io/content/customer-analytics.md) | [/customer-analytics/](https://www.convertmax.io/customer-analytics/) |
| First-party analytics (methodology) | [content/first-party-analytics.md](https://www.convertmax.io/content/first-party-analytics.md) | [/first-party-analytics/](https://www.convertmax.io/first-party-analytics/) |
| Lead attribution | [content/lead-attribution.md](https://www.convertmax.io/content/lead-attribution.md) | [/lead-attribution/](https://www.convertmax.io/lead-attribution/) |
| Multi-touch attribution | [content/attribution.md](https://www.convertmax.io/content/attribution.md) | [/attribution/](https://www.convertmax.io/attribution/) |
| Convertmax vs CRM | [content/convertmax-vs-crm.md](https://www.convertmax.io/content/convertmax-vs-crm.md) | [/convertmax-vs-crm/](https://www.convertmax.io/convertmax-vs-crm/) |
| Agentic commerce | [content/agentic-commerce.md](https://www.convertmax.io/content/agentic-commerce.md) | [/agentic-commerce/](https://www.convertmax.io/agentic-commerce/) |
| Max AI | [content/max-ai.md](https://www.convertmax.io/content/max-ai.md) | [/max-ai/](https://www.convertmax.io/max-ai/) |
| Unified Conversion Protocol (UCP) | [content/ucp.md](https://www.convertmax.io/content/ucp.md) | [/ucp/](https://www.convertmax.io/ucp/) |
| Universal Commerce Protocol (Google UCP) | [content/google-ucp.md](https://www.convertmax.io/content/google-ucp.md) | [/google-ucp/](https://www.convertmax.io/google-ucp/) |
| Revenue Graph (methodology) | [content/revenue-graph.md](https://www.convertmax.io/content/revenue-graph.md) | [/topics/revenue-graph/](https://www.convertmax.io/topics/revenue-graph/) |
| Agencies | [content/agencies.md](https://www.convertmax.io/content/agencies.md) | [/agencies/](https://www.convertmax.io/agencies/) |
| Solutions hub | [content/use-cases.md](https://www.convertmax.io/content/use-cases.md) | [/use-cases/](https://www.convertmax.io/use-cases/) |

## Who we help (Markdown for agents)

Index: [who-we-help-index.md](https://www.convertmax.io/content/who-we-help-index.md)

| Role | Markdown | HTML |
|------|----------|------|
| Founders & owners | [content/for-founders.md](https://www.convertmax.io/content/for-founders.md) | [/for/founders/](https://www.convertmax.io/for/founders/) |
| Marketing leaders | [content/for-marketing-leaders.md](https://www.convertmax.io/content/for-marketing-leaders.md) | [/for/marketing-leaders/](https://www.convertmax.io/for/marketing-leaders/) |
| RevOps & GTM teams | [content/for-revops-gtm.md](https://www.convertmax.io/content/for-revops-gtm.md) | [/for/revops-gtm/](https://www.convertmax.io/for/revops-gtm/) |
| Ecommerce teams | [content/for-ecommerce.md](https://www.convertmax.io/content/for-ecommerce.md) | [/for/ecommerce/](https://www.convertmax.io/for/ecommerce/) |
| CRM Consultants | [content/for-crm-consultants.md](https://www.convertmax.io/content/for-crm-consultants.md) | [/for/crm-consultants/](https://www.convertmax.io/for/crm-consultants/) |
| Sales Accelerators | [content/for-sales-accelerators.md](https://www.convertmax.io/content/for-sales-accelerators.md) | [/for/sales-accelerators/](https://www.convertmax.io/for/sales-accelerators/) |

HTML pages also support `Accept: text/markdown` (see [agents.md](https://www.convertmax.io/agents.md)).

## Services

- [Platform](https://www.convertmax.io/platform/): Done-for-you revenue attribution from first click to closed revenue
- [First-Party Analytics](https://www.convertmax.io/first-party-analytics/): Visitor identification and first-party data collection without third-party cookies
- [First-party identity resolution methodology](https://www.convertmax.io/blog/first-party-identity-resolution-itp/): How first-party collection and identity stitching work under ITP and cookie restrictions
- [Lead Attribution](https://www.convertmax.io/lead-attribution/): Track every lead back to its source through pipeline and closed revenue
- [Multi-Touch Attribution](https://www.convertmax.io/attribution/): Full-funnel attribution models to credit every touchpoint on the path to conversion
- [What is multi-touch attribution?](https://www.convertmax.io/topics/multi-touch-attribution/): Models, identity, and how to use MTA in budget decisions
- [Call tracking attribution](https://www.convertmax.io/topics/call-tracking-attribution/): Connect phone calls to campaigns, CRM, and revenue
- [Lead source tracking](https://www.convertmax.io/topics/lead-source/): Follow lead origin through qualification, pipeline, and revenue
- [Cookieless attribution](https://www.convertmax.io/topics/cookieless-attribution/): First-party measurement without third-party cookies
- [Customer journey analytics](https://www.convertmax.io/topics/customer-journey-analytics/): Reconstruct paths from first touch to revenue
- [B2B attribution](https://www.convertmax.io/topics/b2b-attribution/): Pipeline and closed-won credit across long buying cycles
- [Revenue Intelligence](https://www.convertmax.io/revenue/): Connect marketing activity to revenue outcomes
- [Revenue Graph](https://www.convertmax.io/topics/revenue-graph/): Connected model of people, touchpoints, systems, and revenue events
- [Revenue Graph data model](https://www.convertmax.io/blog/revenue-graph-data-model-methodology/): Entities, relationships, and how attribution queries the graph
- [Product Analytics](https://www.convertmax.io/product-analytics/): Connect in-product behavior to campaigns, channels, and revenue
- [Customer Analytics](https://www.convertmax.io/customer-analytics/): Customer journeys, LTV by channel, and which campaigns create high-value buyers
- [Agentic Commerce](https://www.convertmax.io/agentic-commerce/): Measure AI-assisted discovery, human AI referrals, and agent crawlers on first-party events
- [Max AI](https://www.convertmax.io/max-ai/): Ask your revenue data anything—Daily or Weekly Brief tells you what moved
- [Unified Conversion Protocol (UCP)](https://www.convertmax.io/ucp/): Convertmax’s first-party event contract for touchpoints, conversions, and revenue
- [Universal Commerce Protocol (Google UCP)](https://www.convertmax.io/google-ucp/): Measure Google/Shopify Universal Commerce Protocol discovery and checkout on first-party attribution
- [With SuggestAPI](https://www.convertmax.io/with-suggestapi/): Discovery intelligence plus revenue intelligence—search, agent discovery, and attributed revenue
- [UCP event contract methodology](https://www.convertmax.io/blog/unified-conversion-protocol-event-contract/): Schema concepts, convert types, and attribution data flow
- [Solutions](https://www.convertmax.io/use-cases/): Revenue problems we solve—ROI, calls, CRM, journeys, first-party analytics
- [Marketing ROI & CAC calculator](https://www.convertmax.io/tools/marketing-roi-calculator/): Free tool for ROI, CAC, and payback from spend, attributed revenue, and customers
- [Reports](https://www.convertmax.io/reports/): Free Convertmax research on revenue attribution and measurement gaps
- [Compare](https://www.convertmax.io/compare/): Evidence-based product comparisons for revenue attribution buyers
- [Guides](https://www.convertmax.io/guides/): Practical B2B guides for connecting GTM activity to pipeline and closed-won revenue
- [Revenue attribution for B2B](https://www.convertmax.io/guides/revenue-attribution/): Connect GTM activity to pipeline and closed-won revenue, with an evaluation checklist and a public comparison matrix
- [Best attribution software](https://www.convertmax.io/compare/best-attribution-software/): Documented MTA scope for Convertmax, Dreamdata, HockeyStack, HubSpot, and Adobe Marketo Measure, plus when MMM is a different job
- [CRM vs ecommerce attribution](https://www.convertmax.io/compare/convertmax-vs-triple-whale/): CRM revenue, call attribution, B2B journeys, and pricing that does not scale with GMV
- [Paid-media attribution vs first-party CRM revenue](https://www.convertmax.io/compare/convertmax-vs-hyros/): Ad tracking priced on tracked revenue versus first-party journeys, CRM outcomes, and usage-based plans
- [Convertmax vs Usermaven](https://www.convertmax.io/compare/convertmax-vs-usermaven/): CRM revenue, call attribution, product and customer analytics, B2B journeys, and growth-friendly pricing
- [Convertmax vs Dreamdata](https://www.convertmax.io/compare/convertmax-vs-dreamdata/): Account-based B2B attribution vs first-party calls, listed CRMs, and published usage pricing
- [Convertmax + GoHighLevel](https://www.convertmax.io/compare/convertmax-vs-gohighlevel/): Keep GoHighLevel; add paid-invoice attribution, journeys, and call source
- [Convertmax + HubSpot](https://www.convertmax.io/compare/convertmax-vs-hubspot/): Native HubSpot attribution versus a quote-to-cash revenue-intelligence layer
- [The Revenue Intelligence Gap](https://www.convertmax.io/reports/revenue-intelligence-gap/): Free whitepaper on connecting journeys, pipeline, and closed revenue ([PDF](https://www.convertmax.io/reports/revenue-intelligence-gap/Convertmax-The-Revenue-Intelligence-Gap.pdf))
- [2026 Revenue Report](https://www.convertmax.io/reports/2026-revenue-report/): Free Revenue Attribution Gap Report — four chapters on measurement gaps, journeys, pipeline reporting, and revenue leaks
- [Revenue & attribution glossary](https://www.convertmax.io/glossary/): Definitions for ROI, CAC, multi-touch attribution, first-party data, and related revenue terms
- [Platform](https://www.convertmax.io/#platform): First-party analytics, attribution, revenue, product, and customer analytics capabilities
- [Pricing](https://www.convertmax.io/pricing/): Subscription plans for analytics and attribution
- [Agencies](https://www.convertmax.io/agencies/): Revenue intelligence + attribution infrastructure agencies, consultants, and accelerators can resell
- [Who we help — founders & owners](https://www.convertmax.io/for/founders/): See what actually drives revenue—without trusting inflated platform reports
- [Who we help — marketing leaders](https://www.convertmax.io/for/marketing-leaders/): Prove channel ROI on first-party data and defend budget against inflated platform ROAS
- [Who we help — RevOps & GTM teams](https://www.convertmax.io/for/revops-gtm/): Measurement layer for GTM workflows and integrations
- [Who we help — ecommerce teams](https://www.convertmax.io/for/ecommerce/): Attribute store orders to the campaigns and sessions that created them
- [Who we help — CRM consultants](https://www.convertmax.io/for/crm-consultants/): Prove consulting and retainer ROI by showing implementations directly impact client revenue
- [Who we help — sales accelerators](https://www.convertmax.io/for/sales-accelerators/): Prove outbound programs and booked meetings create closed revenue—not just CRM activity
- [Integrations](https://www.convertmax.io/integrations/): Slack, HubSpot, WordPress, HighLevel, Segment, Magento, Vendure, BigCommerce, and more
- [Slack Integration](https://www.convertmax.io/integrations/slack/): Ask Max with /convertmax, mention @convertmax in threads, and deliver Max Brief to a Slack channel
- [SuggestAPI Integration](https://www.convertmax.io/integrations/suggestapi/): Join product search, recommendations, and agent discovery to attributed revenue
- [HubSpot Integration](https://www.convertmax.io/integrations/hubspot/): Revenue intelligence for HubSpot Revenue Hub—attribute quotes, invoices, payments, subscriptions, and closed-won deals
- [HighLevel Integration](https://www.convertmax.io/integrations/highlevel/): Attribute paid HighLevel invoices and contacts to first-party campaigns and journeys
- [WordPress Integration](https://www.convertmax.io/integrations/wordpress/): First-party page views, forms, and WooCommerce events via the Convertmax plugin
- [Stripe Integration](https://www.convertmax.io/integrations/stripe/): Attribute checkout, invoices, and subscriptions to first-party sessions
- [Vendure Integration](https://www.convertmax.io/integrations/vendure/): Sync Vendure products, customers, and orders into Convertmax for attributable headless commerce revenue
- [BigCommerce Integration](https://www.convertmax.io/integrations/bigcommerce/): Install Convertmax from the BigCommerce marketplace to attribute storefront visits and orders to campaigns
- [Documentation](https://www.convertmax.io/docs/): Product guides and reference
- [Event tracking reference](https://www.convertmax.io/docs/reference/event-tracking/): First-party event contract, parameters, and conversion types for coding agents
- [BigQuery connector](https://www.convertmax.io/docs/connectors/bigquery/): Export event, contact, and revenue data to BigQuery
- [Segment compatibility](https://www.convertmax.io/docs/guides/segment-compatibility/): Send Convertmax-compatible events through Segment

## Integrations (Markdown for agents)

| Integration | Markdown | HTML |
|-------------|----------|------|
| HighLevel | [content/integrations-highlevel.md](https://www.convertmax.io/content/integrations-highlevel.md) | [/integrations/highlevel/](https://www.convertmax.io/integrations/highlevel/) |
| HubSpot | [content/integrations-hubspot.md](https://www.convertmax.io/content/integrations-hubspot.md) | [/integrations/hubspot/](https://www.convertmax.io/integrations/hubspot/) |
| Stripe | [content/integrations-stripe.md](https://www.convertmax.io/content/integrations-stripe.md) | [/integrations/stripe/](https://www.convertmax.io/integrations/stripe/) |
| Vendure | [content/integrations-vendure.md](https://www.convertmax.io/content/integrations-vendure.md) | [/integrations/vendure/](https://www.convertmax.io/integrations/vendure/) |
| BigCommerce | [content/integrations-bigcommerce.md](https://www.convertmax.io/content/integrations-bigcommerce.md) | [/integrations/bigcommerce/](https://www.convertmax.io/integrations/bigcommerce/) |

## What We Do Not Do

Convertmax does not provide:
- Third-party cookie tracking or ad-tech data marketplaces
- Legal or compliance advice (we build privacy-compliant tools; you remain responsible for your compliance)
- Off-the-shelf CRM or email marketing platforms (we focus on analytics and attribution)
- Account registration via www.convertmax.io API routes (use https://app.convertmax.io/signup/)

## Contact

- General enquiries: help@convertmax.io
- Website: https://www.convertmax.io
- Demo requests: https://meet.convertmax.io/
- Privacy: privacy@convertmax.io
- Legal: legal@convertmax.io

## Key pages

- [Homepage](https://www.convertmax.io/): Product overview and value proposition
- [Contact](https://www.convertmax.io/contact/): Sales and support enquiries (marketing form)
- [Search](https://www.convertmax.io/search/): Site search over indexed Convertmax pages
- [Terms of Service](https://www.convertmax.io/terms/): Website and service terms
- [Privacy Policy](https://www.convertmax.io/privacy/): Data protection and privacy information

## AI and agent discovery

- [agents.md](https://www.convertmax.io/agents.md): Instructions for AI agents using this site
- [Agent skills index](https://www.convertmax.io/.well-known/agent-skills/index.json): Machine-readable skill catalog (Agent Skills Discovery v0.2.0)
- [API catalog](https://www.convertmax.io/.well-known/api-catalog): Public marketing APIs — contact form and newsletter only (RFC 9727)
- [Sitemap](https://www.convertmax.io/sitemap.xml): Marketing site URLs
- [Docs sitemap](https://www.convertmax.io/docs/sitemap.xml): Documentation URLs
- [Robots](https://www.convertmax.io/robots.txt): Crawler rules and Content Signals (`ai-train=no`, `search=yes`, `ai-input=yes`)

Request HTML pages with `Accept: text/markdown` for a Markdown representation (see agents.md).