Meet MAX – The Features
In-Depth Analytics Tracking

CRM & Sales Automation

Visitor Identification

Dynamic Form Builder

Behavior-Based Campaigns

Dynamic Landing Pages

Contact Management

Customized Personas

The Visual Workflow

Customizable Email Templates


In-Depth Analytics Tracking
From opens, clicks, bounces, and deliveries you can easily track everything that has to do with your emails. Track beyond the inbox with an in-depth comparison of site visits, conversions and direct revenue. Get actionable metrics on every step of your campaign to drive that success and revenue. In-depth analytics are available every step of the way and offer a great source of comparison to see what is working and what needs improvement.
Visitor ID Tracking
Visitor ID uses reverse IP lookup to identify who visits your site, providing all sorts of contact information like company, names, emails, phone numbers, etc. Track your known leads by getting notified when they come back to the site. Receive daily “Visitor ID emails” to quickly see which leads are visiting your site, without even logging in. Gain crucial insights to convert those leads and drive more revenue.


CRM & Sales Automation
MAX allows you to integrate your favorite CRM or use our powerful built-in tool. Create custom deal stages, see them all at once with a pipeline view, and easily drag and drop your leads to different stages. Set reminders, create notes, score your leads, and receive actionable reports on your pipeline, conversions and more. Get to know your lead with the ability to link their social accounts, easily see every campaign, list and email they are associated with and track the life of your lead.
Dynamic Form Builder
Build and customize forms in seconds then use CSS to allow the form to take on the look and feel of your site. Choose from one of our templates or use our mapping tool to map out native or 3rd-party forms. Create custom fields, drag and drop fields, eye-catching call to action buttons, preview before posting, assign personas on completion and more. Measure and compare the performance between forms to see which ones are driving results.


Behavior-Based Campaigns
Automate your email campaigns with a behavior-based workflow and set up triggers based upon the actions of your lead. Tag your various campaigns for better overall organization and execution. Easily track the behaviors and next steps of the campaign with the visual workflow. Nurture your leads the right away by sending personalized messages and interactions based on their behaviors in the sales funnel. Create a dynamic list for your campaign that will automatically update as leads fulfill certain criteria.
Dynamic Landing Pages
A simple point-and-click creation tool allows you to create responsive landing pages by starting from scratch or using one of our dozens of layouts. Easily swap out images and text to reach your exact audience in the best way. Build a landing page funnel by creating a series of linked pages taking your prospects and leads through a targeted path.


Contact Management
Tracking the “life of the lead” allows you to see every single contact or action involving your lead, including emails, site visits, form submissions and more. You can even set triggers to automated tasks based on certain activities to make sure you are reaching your lead at critical points in the sales funnel. Contact Manager is your one place to organize, search, score and manage all of your leads.
Customized Personas
You can build out buyer personas with customizable templates. Add personas to your forms based upon what your prospect or lead submits. Then, your dynamic emails and landing pages will work with your personas to send the personalized and effective messaging you need to convert sales and drive revenue. Building personas allows your sales team to gain a better understanding of your targets and leads as they begin to interact with your campaigns.


Responsive & Customizable Email Templates
Go beyond the traditional ways of “email blasts.” Dynamic emails allow you to change entire phrases, images, and more to send personalized emails, all without the need for coding. Choose from over 30 templates or create your own email template with your custom HTML. In-depth tracking and analytics provide “after-the-click” behavioral tracking of each lead and of course the ability to see opens, bounces, clicks and more.
Visual Workflow
Be able to visualize your entire campaign with our workflow builder. Point, click, expand and combine tasks to create specific touch points and build your campaign. Create and implement triggers and filters to keep your prospects and leads on the right path. The Visual workflow allows you to see entire behavior-based campaigns from a bird’s eye view so you know exactly which paths your leads are taking.


All your marketing automation needs in a single software
MAX is a powerful, user friendly and affordable marketing automation tool that makes executing your marketing campaigns a breeze.
Starting at $300 / month