CRM & Pipelines

A CRM Your Team Will Actually Use.

Simple, flexible, and built for action — call, email, task, and close without leaving the deal.

Most CRMs become graveyards. Reps hate logging in, managers can’t trust the data, and leaders end up guessing at revenue. RevMax changes that. Simple, visual pipelines and built-in automations keep deals moving. Calls, emails, tasks, and invoices happen right inside your CRM — so it works the way you sell, not the other way around.

Close Faster Without Fighting Your CRM

See Every Lead and Deal in Motion

Visual pipelines with drag-and-drop stages, custom fields, and real-time updates. Stay organized, forecast accurately, and keep every opportunity alive.

Automate the Follow-Up

Trigger texts, emails, calls, and tasks automatically when deals stall or move stages. No manual chasing. No leads slipping through the cracks.

Build for Your Process, Not Theirs

Multiple pipelines? Custom views? Smart filters? Yes to all of it. Create a system that reflects how your business actually sells.

Collaborate Without Guesswork

Assign owners, drop notes, and track tasks at the deal level. Everyone stays in the loop, without Slack threads or “Who’s got this?” meetings.

Know What’s Working

Track performance across reps, stages, sources, and timeframes. Find bottlenecks, double down on what’s converting, and improve your sales cycle.

Features at a Glance

  • Visual Deal Pipelines

  • Internal Task Comments

  • Custom Stages & Fields

  • Mobile App Access

  • Task Assignment & Reminders

  • Smart Filters & Saved Views

  • Multi-Pipeline Support

  • Team Permissions

  • Lead Source Attribution

  • Reporting & Forecasting

  • CRM Automations

  • Native Calendar Integration

  • Stage-Based Triggers

  • Contact History & Notes

Built for Sales, Ops, and Rev-Driven Teams

RevMax gives you a flexible, visual CRM with powerful automation and pipeline tracking—built right into the platform. No bolt-ons, no hidden tiers, no “that’s an extra module” surprises.

All your deals, tasks, and follow-up in one system

No bouncing between CRMs, calendars, and task apps

Scale without switching systems every 18 months

A CRM That Doesn't Gate Growth

Most CRMs either get bloated or break as your team grows. RevMax doesn’t. Start simple, scale fast, and evolve your pipeline strategy without rebuilding from scratch.

Copyright © 2025 RevMax. All rights reserved.