Convertmax connects go-to-market activity to revenue with first-party analytics and multi-touch attribution. See features, pricing plans, and who it's best for.
Researched and fact-checked by Bartu Cavusoglu · Updated August 7, 2026
Convertmax is a revenue intelligence platform built for B2B SaaS companies, ecommerce businesses, and agencies that need to understand what actually drives revenue rather than relying on surface-level clicks and conversions. The platform unifies data from web analytics, CRM systems, call tracking, and commerce platforms into a single 'Revenue Graph,' then applies multi-touch attribution modeling to show which campaigns, channels, and customer touchpoints influenced pipeline and closed deals.
At its core, Convertmax uses first-party tracking to capture visitor journeys from anonymous session to known customer, resolving identity across devices and touchpoints. This lets revenue teams reconcile conflicting ROAS numbers across ad platforms, connect anonymous website visits to CRM records, and see which marketing spend produced customers who actually generate revenue rather than just sign-ups or clicks. Product analytics capabilities extend this further by linking in-product usage, feature adoption, and upgrade events back to the original acquisition path.
Convertmax offers CRM intelligence, call attribution, customer journey tracking, ad conversion sync, and warehouse export for teams that want to bring attribution data into their own data stack. Add-on modules include an Identity Graph for cross-device identity resolution and a BigQuery export module. The platform is aimed at marketing leaders, growth teams, and revenue operations professionals who need a single source of truth for what is actually working.
Key Features
Revenue Graph — Unifies web analytics, CRM, call tracking, and commerce data into a single view of what drove revenue.
Multi-touch attribution — Marketing ROI dashboards and advanced attribution models connect campaigns and channels to pipeline and closed deals.
Identity resolution — First-party tracking resolves anonymous visitors to known customers across devices and sessions.
Product analytics — Links in-product feature usage and upgrade events back to the original acquisition campaign.
CRM integrations & webhook ingestion — Syncs deal and pipeline data from CRM systems and ingests custom events via webhooks.
Warehouse & BigQuery export — Exports events, contacts, and revenue data to a data warehouse or BigQuery for custom reporting.
Pros & Cons
Pros
Unifies web analytics, CRM, call tracking, and commerce data into a single revenue-attribution view
First-party tracking with identity resolution connects anonymous visitors to known customers and closed revenue
Multiple attribution models (multi-touch, advanced attribution) scale from simple ROI dashboards to pipeline analytics
Product analytics ties in-product usage and upgrade events back to the original marketing touchpoint
Warehouse export and BigQuery add-on support teams that want attribution data in their own data stack
Cons
Pricing scales quickly with event and contact volume, with the Pro tier reaching $1,199/month
Key capabilities like identity resolution and warehouse export are gated behind higher-priced Growth and Pro tiers
Advanced identity graph and BigQuery export are separate paid add-ons rather than included features
Enterprise-level features such as SSO and dedicated infrastructure require custom/contact-sales pricing