Who is performing?
Understand representative performance, conversion rates, and revenue contribution.
Convertmax Sales IntelligenceBeta
Turn Sales Data Into Revenue Intelligence
Your CRM knows what happened. Convertmax helps you understand why.
Connect sales activity, lead intelligence, customer journeys, and revenue outcomes to understand team performance, identify conversion opportunities, and make better sales decisions.
Your CRM Has the Data. Convertmax Connects the Dots.
Sales information is scattered across CRM records, marketing platforms, call tracking systems, and revenue data.
Traditional sales dashboards tell you how many calls were made, deals were created, or opportunities were closed.
Convertmax connects those activities to the complete customer journey and actual business outcomes.
What's driving conversions?
Connect lead quality, acquisition sources, and sales execution to successful outcomes.
Where can we improve?
Identify performance differences, conversion opportunities, and changes in sales effectiveness.
Sales Intelligence Capabilities
Sales Performance Analytics
Analyze sales results across representatives, teams, and pipelines. Understand conversion performance and revenue contribution without relying exclusively on CRM activity reports.
Lead Intelligence
Combine lead enrichment, scoring, qualification, and customer journey information to help sales teams prioritize and understand their prospects.
Connected Revenue Intelligence
Follow customers from their original acquisition through sales engagement and revenue generation. Understand how sales execution and marketing performance work together.
MAX AI Sales Analyst
Ask questions about your sales organization in natural language. MAX analyzes connected Convertmax data and helps uncover trends, performance differences, and opportunities.
Lead Intelligence is qualification and context. Sales Intelligence is sales effectiveness. Revenue Intelligence is what drives revenue. Call Intelligence is call insights. MAX AI is conversational analysis.
MAX AI
Meet MAX, Your AI Sales Analyst
Ask Better Questions. Get Answers From Your Sales Data.
Sales Manager
“Why did our close rate change this month?”
MAX
“Conversion is uneven across representatives. The highest and lowest close rates are far apart, hot leads are a small share of scored contacts, and one campaign still shows pipeline that has not closed.”
Illustrative example, not an actual customer result. MAX can discuss representative conversion, lead score mix, and pipeline that has not closed when that data is connected.
Keep Your CRM. Add the Intelligence Layer.
Convertmax connects with the systems your teams already use, bringing customer acquisition, sales activity, and revenue data together. It is CRM-agnostic: it adds intelligence to existing sales workflows rather than replacing the CRM.
Close and Pipedrive are available today alongside HubSpot and GoHighLevel. Optional lead enrichment is in beta.
- HubSpotAvailable
Contacts, deals, and revenue objects, with score writeback.
- GoHighLevelAvailable
Contacts and paid invoices, with score writeback.
- CallRailAvailable
Call tracking on the customer journey. Call insights are a separate product.
Salesforce
In developmentNot a live connector. Convertmax does not replace the CRM.
Who It's For
Sales Leaders
Understand team performance, conversion effectiveness, and revenue contribution.
Sales Representatives
Access better lead intelligence and customer context.
Revenue Operations
Connect sales performance with acquisition, pipeline, and revenue data.
Business Owners
Understand how sales execution contributes to business growth.