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Use case

Every lead tracked, every follow-up sent, automatically.

A CRM connected to your pages, forms and campaigns, with nurturing and scoring automations run by AI.

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+38%
lead to customer conversion rate
0
forgotten lead thanks to automations
5 min
to set up a full pipeline
The context

Your leads come in from your site, your ads and your forms, but they get lost in Excel files or poorly configured CRMs. getMax unifies capture, qualification and conversion in one pipeline, where every contact is deduplicated and enriched automatically. Max coordinates your sales agents to score leads, trigger the right follow-ups and keep your pipeline up to date without manual entry. Outbound emails and messages are drafted by the agents and only go out after you approve them, or within the limits you set. The result: no lead ever goes cold, and your team spends its time on the deals that matter.

What Max does for you

  • Visual CRM with a staged pipeline kept up to date automatically
  • AI lead scoring and automatic enrichment
  • Follow-up email and task sequences triggered by behavior
  • Meeting booking and reminders so no lead goes cold
  • Two-way sync with HubSpot, Pipedrive, Salesforce
What you get

What Max does for your sales

A team of agents focused on one goal: turning every lead into a customer, without letting a follow-up slip through.

Capture and dedup
Every lead from your site, ads and forms lands in one CRM, deduplicated by email, phone or identifier.
Scoring and enrichment
Max scores each lead by behavior and enriches its record so your reps know who to call first.
Follow-up sequences
Emails and follow-up tasks drafted by the agents and sent after you approve, or within the limits you set.
Visual pipeline
A staged pipeline kept up to date automatically, where every opportunity moves without manual entry.
Meetings and reminders
Meeting booking, reminders and tasks so no lead goes cold for lack of follow-up.
Sales dashboard
Conversion rate, velocity and pipeline value by source and stage, read and explained in plain words by Max.
How it works

From lead to customer, in 4 steps

A workflow driven by Max, where every outbound message goes through your approval before it is sent.

1
Connect your sources
Site, forms, ads and your existing CRM. getMax imports your contacts and deduplicates them in minutes.
2
Max qualifies and prioritizes
Every lead is scored, enriched and placed in the pipeline, with the next actions already prepared.
3
You approve, Max follows up
Emails and follow-up tasks are drafted by the agents. Nothing goes out without your approval, or only within your limits.
4
AI keeps the pipeline alive
Max updates the stages, triggers reminders and reports back on the deals you should not let go cold.
The results

Your sales in numbers

+38%
lead to customer conversion rate
after nurturing
0
forgotten lead thanks to automations
automatic follow-ups
−40%
less time spent on CRM entry
pipeline kept up to date
5 min
to set up a full pipeline
no code
For who

For who?

Sales teams, SDRs and marketing managers who want to convert more leads into customers, faster.

Better together

The agents at work

The team of agents that works together on this use case, coordinated by Max.

Max
Max
CMO
Coordinates the brief and splits the work across the agents.
Lisa
Lisa
Marketing
Campaigns, landing pages and forms in one place.
Learn more
Hugo
Hugo
Ads & Acquisition
Digital advertising and AI-assisted creative creation.
Learn more
Emma
Emma
Analytics & Reports
Reports, dashboards and performance reading.
Learn more
Thomas
Thomas
CRM & Nurturing
Contacts, opportunities and sales follow-up in one view.
Learn more
Margot
Margot
Automations
Automatic scenarios to move the pipeline forward.
Learn more
Integrations

Your sales tools, connected

getMax plugs natively into your tools. Your data stays yours, the agents put it to work.

HubSpot Pipedrive Salesforce
Gmail
Google Calendar
Calendly Mailchimp Brevo Slack Twilio Zapier Make
Other use cases

Other use cases

Discover how getMax adapts to other contexts.

SMBs & Freelancers Web Agency Acquisition & SEO Enterprise
FAQ

The questions we get asked the most.

Does getMax replace my current CRM or connect to it?
Either works. getMax offers its own visual CRM, but it also syncs two-way with HubSpot, Pipedrive or Salesforce if you want to keep your tool. You choose.
How are my leads captured and deduplicated?
Every lead from your site, ads and forms lands in one CRM. Max deduplicates by email, phone or identifier, so you avoid duplicate records.
How does lead scoring work?
Max scores each lead by behavior and enriched data, so your reps see right away who to call first. You can adjust the rules.
Are emails sent automatically?
Not by default. The agents draft the emails and follow-ups, but nothing goes out without your approval, or only within the limits you set.
Do you do cold outbound?
getMax can prepare outbound sequences, but responsibly: respecting consent, sending limits and your approval. Nothing is sent at scale without your go-ahead.
Who owns the data and are you GDPR compliant?
Your data stays yours and you can export it or disconnect at any time. getMax handles contacts in line with GDPR, with consent and the right to erasure.
Ready to start?

Ready to never lose a lead again?

Get started for free and discover how getMax automates your sales follow-up.

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