Every tool for the in‑home sale, on one customer record.
Two products. LeadMax App for salespeople on the go, LeadMax CRM for the office.
Record, follow up, coach. One tap each.
Every prospect is scored, prioritized and scheduled, so the rep only has to make the next call or send the next email.
Record and analyzeEvery appointment becomes a scored, named lead.
Record
One tap starts the recording after the customer agrees. The audio is saved on the phone first and retried until it uploads.
RepsCall analysis
A call score, a lead score, the customer's mood, a coaching scorecard and a customer profile, all read against your own products, steps and objections.
Reps and managersThe lead page
A one-screen brief of what the customer said, wants and was promised. Log a result and LeadMax suggests the changes it implies; the rep confirms each one.
RepsWork the leadsThe next step, in priority order, already written.
Dashboard
One list of what to do next, most winnable first, with your close rate and team rank.
RepsSales Hub
Every deal lands on the right list on its own, Follow-up or Rehash, ranked by Heat: the chance to buy, fading the longer a lead goes without contact.
Reps and managersFollow-up plans
The next step and its tasks, with the email, text or call talking points drafted in your company's tone, ready for the rep to send.
RepsCalendar
Every appointment in one place, and in Google, Outlook or Apple Calendar through your own calendar link.
EveryoneVoice assistant
Talk to LeadMax hands-free for debriefs, follow-up work, coaching and role play. It confirms before it changes anything.
RepsCoachCoaching from the real call, not the ride-along.
Academy
Coaching scored against your process or an installed sales training program, teammates' winning moments, and a weekly Training Day with role play and quizzes.
Reps and managersManager Dashboard
A ranked coaching list, the lost deals worth rescuing and hot prospects to hand out, every morning. See what any rep sees.
ManagersInsights
Who buys, which lead sources and ZIP codes close and how each rep sells, from your own consultations and closed deals, updated every night.
Managers and ownersRun the teamYour process, in your words, under your control.
Business Setup
Your products, competing options, sales steps, objections, smoke screens, commitments, statuses and follow-up rules, in your company's own words.
Owners and adminsWeekly team report
An AI-written report on the team's week, sent to the owner.
OwnersRoles and permissions
Reps, managers, admins and the owner, each with the access their job needs, set from one screen.
Owners and adminsInquiry to commission, built for the remodeling sale.
Custom workspaces and sorting keep the office organized, on task and focused on the top priorities. It runs on the same customer record as the app, so nothing is typed twice.
Inquiry to saleEvery step of the remodeling sale on one record.
Inquiries and lead intake
Leads arrive from your website forms, lead vendors and lead emails, with duplicates caught and the right owner set.
OfficeAppointments and results
Book the appointment, log the result, and the lead moves to the right next step.
Office and repsProposals
Proposals built from your own price book.
Office and repsContracts
Contracts with the right-to-cancel notice included.
OfficeMoney and reportingWhat sold, what was paid, and what it cost to get.
Sales and payments
Every sale and payment on the customer record. A CRM sale marks the lead won in the app.
OfficeCommissions
Commissions with clawbacks, and a statement for each rep.
Office and repsMarketing spend
What each lead source costs per lead and per sale.
OwnersKPI reports and workspaces
Custom workspaces and sorting for each kind of work, and the KPI reports that run the business.
Office and ownersOne customer record
A new Sales Hub lead creates its CRM lead, and status changes, renames and owner transfers carry over.
EveryoneHow leads get in, and appointments get out.
Live todaySet up in Settings, under Lead intake.
Web forms, lead vendors, Zapier or Make
Leads post straight in through your own intake address and key, with duplicates caught.
OfficeLead emails
Forward them to your LeadMax address. PDF and calendar attachments are read too.
OfficeCalendar
Appointments in Google, Outlook or Apple Calendar through your own calendar link.
EveryoneComingOn the roadmap, not live yet.
Two-way CRM sync, your own inbox, calls and texts
Send from your own email, sync with your CRM both ways, and capture and coach calls and texts.
ComingIn the driveway and at the desk.
Where it runsThe same account everywhere.
Any phone's browser
Reps record and work their day from the browser on any phone.
TodayAndroid app
Keeps recording when the screen locks and holds the audio safe on the phone. In testing now.
In testingDesktop
Resizable panes for managers and the office, and LeadMax CRM one click away.
TodaySee it on your own sales process.
Book a 20-minute demo with a LeadMax product developer: the rep, manager and office experience, on your own sales process.