Track every customer touchpoint from first visit to closed deal. Convertmax connects marketing activity directly to revenue.

Revenue Intelligence for Pipedrive

Convertmax helps sales and revenue teams understand exactly which marketing, campaigns, calls, and customer interactions generate revenue inside Pipedrive.

Track the complete buyer journey from first touch to closed deal, automatically attribute revenue across channels, identify your highest-performing campaigns, and give sales teams the insights they need to close more business.

Key Features

• Multi-touch revenue attribution
• Marketing source and campaign tracking
• Website visitor and lead intelligence
• Call-to-revenue attribution
• Contact and company enrichment
• Sales performance analytics
• Revenue intelligence dashboards
• Automated lead scoring
• Custom reporting and exports
• Real-time event tracking

Getting started with Convertmax is quick and requires no custom development for most Pipedrive users.

1. Install the App Install Convertmax from the Pipedrive Marketplace and authorize access to your Pipedrive account using OAuth. This allows Convertmax to securely sync contacts, organizations, activities, deals, and revenue data.

2. Connect Your Data Sources After installation, connect the marketing and sales platforms you use to generate leads and revenue. Common integrations include Google Ads, Meta Ads, Google Analytics, websites, forms, call tracking platforms, email marketing tools, ecommerce platforms, and CRM systems.

3. Configure Attribution Tracking Convertmax automatically tracks customer journeys and associates marketing touchpoints with leads, opportunities, and closed deals. Users can choose attribution models and customize tracking settings based on their sales process.

4. Review Revenue Intelligence Dashboards Once data is connected, Convertmax automatically generates dashboards showing revenue by source, campaign performance, customer journeys, conversion paths, lead quality, and sales performance metrics.

Most organizations can complete setup in less than 30 minutes and begin receiving actionable revenue intelligence within hours of connecting their data sources.