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For in-home sales teams

The sales intelligence platform your team wants to use.

LeadMax records the appointment, writes the follow-up, ranks every lead and coaches every rep, with LeadMax CRM on the same customer record. Built for kitchen and bath remodeling first.

Built by an in-home sales rep Consent before every recording Your data stays yours
LeadMax CRM's Inquiries list: each lead with when it came in, its phone, its rep and its next appointment or last result
The LeadMax Sales Hub on a phone: active leads ranked with Buy and Heat bars and what is due today

Built for teams that sell in the customer's home

  • Kitchen remodeling
  • Bath remodeling
  • Roofing
  • Windows
  • Siding
  • HVAC
  • Solar
The problem

Most of the money sits in deals that didn't close on the first visit.

01

Leads aren't worked to their full potential.

Follow-up after the appointment rarely happens.

02

Rehashing old leads takes too much time.

Big generic lists aren't focused or prioritized, so teams call people they should already know aren't a good fit.

03

What customers say is lost.

Why they called, what they want and who buys never leaves the rep's head.

04

No one can see what's working.

New processes and offers get no feedback from the field, so even a "win" can be a false positive.

05

Coaching doesn't scale.

Managers only learn how reps sell on ride-alongs.

Other tools fail on one thing: adoption. LeadMax was built around it.

Generic

Suggestions don't fit the company or the situation.

Everything is tailored to your products, your process and your script.
False positives

Wrong alerts kill trust.

It speaks up only when your own data backs it, and shows how much.
Unclear

No obvious next step.

The next step is front and center, in priority order.
Hard to use

So nobody uses them.

One tap, or hands-free by voice.
I built LeadMax while selling remodels in customers' homes. It's the system I wanted every time a deal slipped because the follow-up didn't happen.
Taylor, founder of LeadMax and an active in-home sales rep
Two products, one customer record

One for the field. One for the office. One lossless record.

Every lead, consultation, quote and sale lives on one customer record, so the rep in the driveway and the office at the desk see the same customer.

LeadMax App

Built for salespeople on the go.

The Sales Hub on a phone: the Follow-up, Rehash and Referral Gen workspaces, each lead with its Buy and Heat bars and when its next step is due
LeadMax CRM Beta

Built for anyone in front of a computer.

LeadMax CRM Inquiries: every lead with when it came in, its phone, its rep and its next step
How it works

Tap record. LeadMax does the rest.

  1. Record the conversation

    One tap in the home, with the customer's consent. The audio is saved on the phone first and retried until it uploads.

  2. Transcribe and analyze

    Scores, a coaching scorecard and the customer's details, read against your own products, steps and objections.

  3. Schedule and prioritize

    Every lead lands on the right list in the Sales Hub, sorted by who's most likely to buy.

  4. Strategize and follow up

    The next email, text or call is drafted for the customer, where the deal stands and the plan to close it.

  5. Coach from the real call

    Strengths and gaps, step by step, in the Academy, plus role play and a weekly Training Day.

  6. One customer record

    The office takes it from proposal to commission in LeadMax CRM.

Book a demo See one appointment, start to finish
Built for every seat

Everyone sees the next step that's theirs.

Know what to do next, and what to say.

The dashboard shows only what to do next, in priority order.

  • One-tap recording that keeps working through basements and dead zones.
  • Follow-ups drafted for you in your company's tone: the email, the text or the call talking points.
  • Coaching from your own calls, plus role play and quizzes in the Academy.
  • A hands-free voice assistant for debriefs, follow-up work and practice.

Know who to coach and which customers are still worth saving.

Coach from the evidence instead of the ride-along.

  • A ranked coaching list and the lost deals worth rescuing, on the Manager Dashboard.
  • Every rep scored against your process, linked to the moment in the call.
  • Hot deals to hand out, and the team's leaderboard and close rates.
  • A Level Up Training Day for the reps who need it most, sent in the app and by email.

See what's happening in the field, and what the numbers are.

Your own results, not industry averages.

  • Insights: who buys, which lead sources and ZIP codes close, and how each rep sells.
  • An AI-written team report every week.
  • Your process, your words: products, sales steps, objections and your own training program.
  • Roles and permissions: who can see and do what, set from one screen.

Run inquiry to commission on the same record the reps use.

LeadMax CRM is on by default for everyone on your team.

  • Inquiries and appointments, with leads that arrive from forms and email on their own.
  • Proposals from your price book, and contracts with the right-to-cancel notice.
  • Sales, payments and commissions, clawbacks included.
  • Marketing spend and KPI reports: cost per lead and per sale.
See every feature
How it gets better

It learns what wins. You stay in control.

Every score is a prediction. Once enough deals close, LeadMax compares its scores with the real outcomes, finds patterns and proposes a better scoring model. Nothing changes until the owner approves it. As accuracy is proven, LeadMax takes on more of the work, one area at a time, starting with what's lowest risk.

  1. TodayShow insightsScores, customer insights and where to focus.
  2. TodayCoach and suggestScripts, the next step and objection help.
  3. TodayRun workspacesWho works each lead, and when.
  4. Unlocks with your dataTalk to customersAutomate calls, texts and emails with your customers, once LeadMax has learned enough from your own company to handle them.
Works with the tools you already use

Leads in. Appointments out.

Your own CRM and web forms

LiveLeads flow in on their own.

ComingTwo-way sync.

Email

LiveLeads arrive by email.

ComingSend from your own inbox.

Calendar

LiveAppointments in Google, Outlook or Apple Calendar.

Phone and VoIP

ComingCalls and texts, captured and coached.

How leads get in
Trust and control

The AI suggests. People decide.

Your data stays yours

Each company's records are kept separate from every other company's, and nothing you teach LeadMax ever helps a competitor.

People confirm every change

LeadMax doesn't change a lead's status, send a message or edit your setup on its own.

The AI never deletes anything

Recordings are saved on the phone first and retried until they upload, and setup changes keep a history you can undo.

The owner approves how it scores

Scores learn only from your own results, and a new scoring version goes live only after the owner says yes.

Recordings start with consent

Customers are asked before a conversation is recorded.

Security and data
FAQ

Questions owners ask first.

Something else? Email hello@leadmaxapp.com or ask on the demo.

Is it legal to record an in-home appointment?

LeadMax asks for consent before every recording: the rep confirms the customer agreed before the recording starts, and that confirmation is kept with it. Recording laws differ by state, so your company sets its own disclosure. We walk through it on the demo.

How do reps feel about being recorded?

LeadMax is built for the rep first. It drafts their follow-ups, puts the next step at the top of their day and coaches them from their own calls. Reps work their own leads, managers see their team, and admins and the owner control who can do what. The AI suggests and the rep decides: it never changes a lead or sends a message on its own.

What if a customer says no to recording?

Then the rep doesn't record the appointment. LeadMax records only after the rep confirms the customer agreed.

Which phones does it work on?

Reps record in the browser on any phone, and the Android app is in testing now. An iPhone app is not available yet; iPhone users use the web app.

What does setup involve?

An owner or manager fills in Business Setup once: your products, sales steps, objections, smoke screens, commitments and follow-up rules, in your own words. You can also install the sales training program your team already uses. Every score and every message reads it from day one.

Does our data help other companies?

No. Each company's records are kept separate from every other company's, and your scores learn only from your own results. LeadMax may study calls only to make the app easier and faster to use, never to train anything for another company.

What happens to our data if we stop using LeadMax?

You can ask us to delete a recording or your whole account at any time, and account deletions are completed within 30 days.

How is LeadMax priced?

We go through pricing for your team on the demo.

Work every lead to its full potential.

Book a 20-minute demo with a LeadMax product developer: the rep, manager and office experience, on your own sales process.