How it works

One customer record. Everyone on it.

See LeadMax in action through the people who use it: the rep in the home, the manager coaching the team, the owner running the business and the office closing the paperwork.

Real screens of the app. The company, people and numbers are invented.

The sales rep · on the phone

Sell in the home. LeadMax does the rest.

After the visit

The call, read for them.

One tap records the consultation, with the customer's consent. Minutes after the visit, the call is read against your own process: the chance to buy, the customer's mood, the prices quoted and the customer's own reasons.

A lead on a phone after the consultation: buy, mood, lead and heat scores, the prices quoted and the reasons in the customer's words
Every morning

Know who to call first.

The Sales Hub ranks every open lead by Heat, the chance to buy fading the longer a lead goes without contact. Cold leads worth a second try go to Rehash.

The Sales Hub on a phone, the hottest leads at the top of the Active list
The follow-up

A plan for every call.

LeadMax plans the next step and writes it for the rep: the talking points for a call, or a drafted email or text to send from their own phone, in your company's voice.

The next step on a lead: a call on Thursday, with the context from the visit and the talking points to cover
After every call

Coached on their own words.

What worked, what stopped the sale and what would have moved it, each tied to the moment in the conversation, plus how the call covered your process.

Coaching on a lead: what worked on the call, with links to the moments in the conversation, and the process and scorecard results
The sales manager · on the desktop

Coach from the real call, not a ride-along.

The team

Who needs help, and with what.

Every rep's consultations, call score, weakest area and close rate on one board, beside the month against its goal.

The manager dashboard: coaching by rep and the month against its revenue goal
Each rep

Coaching built from every call.

Each rep's close rate beside how they run every step of your process, their style and their selling skills. The Academy turns the gaps into a weekly Training Day of role play and quizzes.

Insights for one rep: close rate beside the team, and scores for each sales step, style and selling skill
The owner · on the desktop

See where the money is won and lost.

Any deal

Every deal, in full.

Open any lead and see what the customer said, where the deal stands and the next step the rep is about to take, without a phone call to ask.

A lead on the desktop: where things stand, the customer's priorities and concerns, and the next step with its talking points
Your setup

Your process, in your words.

Your sales steps, products, objections and answers. LeadMax scores and coaches against them, and a new scoring version goes live only after you approve it.

Business setup, Sales method: the company's own consultation steps, objection framework and objections
The office · LeadMax CRM

From the first call to the commission.

Inquiries

Every new lead, booked.

Inquiries come in by web form or email. The office books the appointment on the rep's calendar, and the rep's results flow back to the same record.

LeadMax CRM inquiries: each new lead with its rep and its next appointment
Proposal to contract

Priced from your price book.

A proposal built from your own items and options becomes the contract when the customer accepts. The CRM sale marks the lead won in the app.

A LeadMax CRM proposal built from the price book, accepted, with its contract ready to sign
Sales and pay

Commissions, worked out.

Every sale lands with its value, and each rep's commission is figured from your plan and its tiers.

LeadMax CRM commissions: each rep's commission for the month

See it live, on your sales process.

Five minutes with a LeadMax product developer: how it would work for your team, and your questions answered.

Take the next step