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Convertmax

Revenue Intelligence Platform -- Know what's driving revenue.

AiDOOS Verified SAAS Marketing
☆☆☆☆☆ 0 reviews · None
Live in 72 hours None-day free trial
Starting from
$249
per user / month
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None-day free trial · No credit card required

Category
Marketing
Deployment
Cloud (SaaS)
API Access
Yes
AiDOOS Deploy
72 hours

About Convertmax

Convertmax is a revenue intelligence platform that delivers first-party analytics and multi-touch attribution, enabling businesses to track the complete customer journey from anonymous visits to closed revenue. It captures first-party customer data, connects anonymous visitors to known identities, and shows what actually influenced revenue without requiring data movement or complex engineering teams. The platform combines marketing attribution, sales attribution, call attribution, CRM intelligence, and product analytics in one unified system. It helps businesses understand which campaigns, channels, and touchpoints generate pipeline, close customers, and produce high-LTV users. Convertmax offers features like anonymous visitor identification, customer journey tracking, revenue reporting, and ad conversion sync. It integrates with tools such as Google Ads, Meta Ads, HubSpot, GHL, Shopify, Stripe, CallRail, and BigQuery. The platform is designed for marketing teams, agencies, sales teams, and revenue operators who need clarity on revenue outcomes. AiDOOS can enhance deployment and adoption by providing tailored implementation services, integrating with existing MarTech stacks, and offering ongoing support to maximize the platform's value. Convertmax is built for the post-cookie era, being GDPR/CCPA aligned and resistant to ad blockers, providing a single source of truth for marketing performance.

Challenges It Solves

  • Wasted marketing spend on underperforming channels
  • Inability to track full customer journey from anonymous to known
  • Lack of accurate multi-touch attribution
  • Fragmented analytics tools leading to incomplete data

Use Cases

Marketing Attribution

Understand which campaigns, channels, and touchpoints generate pipeline and closed-won revenue.

Revenue Leak Detection

Identify where prospects drop off, which touchpoints matter most, and where budget is wasted.

Lead Quality Improvement

Analyze which behaviors and campaigns create better opportunities and higher close rates.

Customer Journey Analytics

Connect anonymous visits, returning sessions, and sales conversations to understand the complete buyer journey.

Pricing

Starter
Best for growing B2B teams. Includes multi-touch attribution, marketing ROI dashboards, CRM integrations, and webhook ingestion. 1M events and 25k contacts per month.
$249/user
billed monthly ·
  • Multi-touch attribution
  • Marketing ROI dashboards
  • CRM integrations
  • Webhook ingestion
Pro
Built for advanced GTM teams. Includes advanced attribution models, pipeline analytics, and predictive insights. 20M events and 500k contacts per month.
$1199/user
billed monthly ·
  • Advanced attribution models
  • Pipeline analytics
  • Predictive insights
  • Identity resolution
  • Ad conversion sync
  • Warehouse export
  • Multi-touch attribution
  • Marketing ROI dashboards
  • CRM integrations
  • Webhook ingestion
None-day free trial available — No credit card required. Full access to all features.
💡 Pricing insight from reviewers: Convertmax pricing is considered moderate for a revenue intelligence platform, with plans starting at $249/month.

Key Features

Multi-Touch Attribution

Understand every touchpoint influencing pipeline and revenue.

First-Party Analytics

Own your data with privacy-first tracking infrastructure.

Customer Journey Analytics

Connect anonymous visits to known customers and track the full path to purchase.

Call Attribution

Track phone calls back to campaigns, keywords, and landing pages.

Revenue Reporting

Give leadership complete visibility into marketing's contribution to revenue.

Identity Resolution

Unify visitor identities across sessions, devices, and CRM records.

What Reviewers Say

What works well

  • Accurate multi-touch attribution with first-party data
  • Ad-blocker resistant tracking

Common concerns

  • Limited integrations compared to larger platforms
  • No free version available

Reviews

💬

No reviews yet for Convertmax

AiDOOS-verified review data is collected after deployment. Deploy this product and be among the first to share your experience.

Enterprise Readiness

GDPR
CCPA

Identity & Access

SSO
RBAC None
Audit Logs

Data Security

At restAES-256
In transitTLS 1.2+
Key mgmtVendor-managed

SLA & Availability

Uptime SLA99.9%
RPO
RTO
Pen test

Compliance & Portability

Data residency
Data export CSV
Right to erasure

Integrations

18 total apps

Mautic

Connect Mautic contacts, campaigns, forms, and engagement events to Convertmax for revenue attribution, intent scoring, identity stitching, and pipeline reporting.

Native 1-2 hours ⇄ Bi-directional ⚡ AiDOOS Pre-wired

HighLevel

Connect HighLevel contacts and paid invoices to Convertmax for revenue, products, and customer activity tied back to first-party marketing attribution.

Native 1-2 hours ⇄ Bi-directional ⚡ AiDOOS Pre-wired

Magento & Adobe Commerce

Connect storefront sessions, orders, refunds, customers, and store views to Convertmax for first-party revenue attribution and server-side measurement.

Native 2-4 hours

WordPress + WooCommerce

Track page activity and form events on WordPress, including WooCommerce stores, to capture storefront behavior, conversions, and revenue signals via first-party data.

Native < 1 hour ⚡ AiDOOS Pre-wired

CallRail

Send CallRail call events to Convertmax via webhooks for call attribution, identity resolution, and revenue reporting tied to campaigns.

Third_Party < 1 hour

CallTrackingMetrics

Send CallTrackingMetrics call webhooks to Convertmax for call attribution, caller identity, and campaign-level reporting on phone conversions.

Third_Party < 1 hour

Tally

Send Tally form responses to Convertmax as form-submission events for lead capture, identity resolution, and sales attribution.

Third_Party < 1 hour

BigQuery

Export event, contact, and revenue data from Convertmax to BigQuery for custom reporting, modeling, and downstream analytics workflows.

Native 1-2 hours

Governance & Compliance

EU AI Act

Classification: None

Data Processing Agreement

None DPA available

Sub-processors

Not disclosed

Right to Erasure

✗ Not supported

Change Notifications

None

NIST AI RMF

Not assessed

AiDOOS Managed Deployment

Deploy Convertmax in 72 hours

AiDOOS handles setup, CRM integration, SSO config, and user provisioning. Your team goes live — not your IT department.

12
Deployments
94%
Adoption rate
4.8/5
Post-deploy sat.
2-4 weeks
Time to value

Prerequisites

  • Active Convertmax subscription
  • Domain ownership and DNS access for first-party tracking setup
  • Admin access to CRM, ad platforms, and analytics tools for integrations

Configuration Options

  • Multi-touch attribution model selection (linear, time decay, position-based)
  • Identity graph enablement and configuration
  • Integration setup with CRM, ad platforms, and call tracking tools

How Convertmax Compares

Product AI & Analytics Ease of Use Enterprise Features Pricing Integrations Mobile Experience Quick Setup Customer Support Rating Price/mo
Convertmax This product
Good Good Fair Fair Good Poor Good Good $249/user
Triple Whale
Good Good Fair Fair Good Poor Good Good ★ None $None/user
Northbeam
Good Fair Fair Poor Good Poor Fair Good ★ None $None/user
Rockerbox
Good Fair Good Poor Good Poor Fair Good ★ None $None/user
Virtual Delivery Center · A new delivery category

A Virtual Delivery Center for Convertmax

Pre-vetted experts and AI agents in the loop, assembled as a delivery pod. Pay in Delivery Units — universal pricing across roles, seniority, and tech stacks. No hiring, no contracting, no procurement cycle.

  • Plans from $2,000 — Starter Pack, 10 Delivery Units, 90 days
  • Refundable on unused Delivery Units, anytime — no questions asked
  • Re-delivery guarantee on acceptance miss
  • Pre-flight delivery sizing — you see the plan before you commit

How a Virtual Delivery Center delivers Convertmax

Outcome-based delivery via AiDOOS’s VDC model.  Why VDC vs traditional consulting? →

Outcome-Based

Pay for results, not hours

Milestone-Driven

Clear deliverables at each phase

Expert Network

Access to certified specialists

Implementation Timeline

1
Discover
Requirements & assessment
2
Integrate
Setup & data migration
3
Validate
Testing & security audit
4
Rollout
Deployment & training
5
Optimize
Performance tuning
Schedule a Meeting

Frequently Asked Questions

What is Convertmax?
Convertmax is a revenue intelligence platform that provides first-party analytics, multi-touch attribution, and customer journey tracking to help businesses understand what drives revenue. It can be deployed through AiDOOS for streamlined setup and management.
What integrations does Convertmax support?
Convertmax supports integrations with Mautic, HighLevel, Magento & Adobe Commerce, WordPress + WooCommerce, CallRail, CallTrackingMetrics, Tally, BigQuery, and more. AiDOOS pre-wires key integrations for faster deployment.
How does Convertmax handle data privacy?
Convertmax is built with a privacy-first approach, using first-party data, resistant to ad blockers, and compliant with GDPR and CCPA. Data is encrypted at rest (AES-256) and in transit (TLS 1.2+).
What pricing plans does Convertmax offer?
Convertmax offers Starter ($249/month), Growth ($599/month), Pro ($1,199/month), and Enterprise (custom pricing) plans, plus optional add-ons like Identity Graph ($199/month) and BigQuery ($149/month).
Can Convertmax track anonymous visitors?
Yes, Convertmax identifies anonymous visitors and tracks their full journey across touchpoints, resolving identities through its first-party analytics and optional Identity Graph add-on.
How quickly can I deploy Convertmax with AiDOOS?
Typical deployment takes 72 hours, with a time-to-value of 2-4 weeks. AiDOOS handles integration setup and provides ongoing management.

Quick Stats

Rating
12
Deployments
72 hours
Live in
99.9%
Uptime SLA
Deployment Complexity
Moderate (3/5)
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Vendor

Convertmax
N/A
Verified Vendor

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