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
Most Popular
Growth
Most popular. Includes identity resolution, ad conversion sync, and warehouse export. 5M events and 100k contacts per month.
$599/user
billed monthly ·
Identity resolution
Ad conversion sync
Warehouse export
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
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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
MA
Mautic
Connect Mautic contacts, campaigns, forms, and engagement events to Convertmax for revenue attribution, intent scoring, identity stitching, and pipeline reporting.
Native1-2 hours⇄ Bi-directional⚡ AiDOOS Pre-wired
HL
HighLevel
Connect HighLevel contacts and paid invoices to Convertmax for revenue, products, and customer activity tied back to first-party marketing attribution.
Native1-2 hours⇄ Bi-directional⚡ AiDOOS Pre-wired
MA
Magento & Adobe Commerce
Connect storefront sessions, orders, refunds, customers, and store views to Convertmax for first-party revenue attribution and server-side measurement.
Native2-4 hours
WP
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
CR
CallRail
Send CallRail call events to Convertmax via webhooks for call attribution, identity resolution, and revenue reporting tied to campaigns.
Third_Party< 1 hour
CT
CallTrackingMetrics
Send CallTrackingMetrics call webhooks to Convertmax for call attribution, caller identity, and campaign-level reporting on phone conversions.
Third_Party< 1 hour
TA
Tally
Send Tally form responses to Convertmax as form-submission events for lead capture, identity resolution, and sales attribution.
Third_Party< 1 hour
BQ
BigQuery
Export event, contact, and revenue data from Convertmax to BigQuery for custom reporting, modeling, and downstream analytics workflows.
Native1-2 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
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Convertmax This product
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$249/user
TW
Triple Whale
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★ None
$None/user
NB
Northbeam
Good
Fair
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$None/user
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Rockerbox
Good
Fair
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$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
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.