Service Brands

One Platform to Systemize, Scale, and Get Paid

Everything you need to attract clients, book projects, and turn delivery into repeatable growth—already built in.

Your systems should keep up with your pipeline—not slow it down. RevMax brings booking, proposals, payments, client portals, and automations under one roof. Whether you’re running a solo practice or scaling a service brand, it’s all here—no duct tape, no hacks, no dead ends.

What You Can Do With RevMax for Service Businesses

Book Clients & Fill Your Pipeline

Capture leads via forms, quizzes, or chat. Use automations and booking flows to qualify, schedule, and follow up without the manual chase.

Automate the Follow-Up

Reminders, confirmations, and post-service follow-ups fire automatically via SMS, email, or voice. Keep your pipeline warm without lifting a finger.

Get Paid Faster

Send estimates, collect signatures, and invoice in one flow. Built-in payments mean no waiting, no friction.

Manage Clients Like a Pro

Track every call, task, note, and payment in one dashboard. Know where every client stands—without hunting through emails.

Productize & Repeat

Turn your services into repeatable packages, templates, and workflows that can scale across clients.

Service Features at a Glance

  • Lead Capture Forms & Quizzes

  • Booking & Scheduling Tools

  • CRM with Deals & Task Tracking

  • Proposal & eSignature Tools

  • Invoicing & Payment Collection

  • Email & SMS Automations

  • Workflow Builder + Triggers

  • AI Content & Workflow Generator

  • Client Portals & Permissions

  • Review Requests + Automation

  • Smart Reporting & ROI Tracking

  • Templates (funnels, emails, workflows)

  • Internal Notes & Calendar Sync

  • Memberships & Subscriptions

  • Analytics & Attribution

  • Loyalty & Winback Flows

Why Service Brands Choose RevMax

Get More Bookings, Less Busywork

Automation handles the grunt work so you can focus on delivering.

Turn One-Off Jobs into Recurring Revenue

Leverage follow-ups, memberships, and templates to keep clients coming back.

Replace the Duct Tape Stack

One login for everything—CRM, emails, automations, payments, reporting.

Move Faster with AI

Spin up funnels, proposals, and follow-up flows in minutes.

Look Professional, Stay Lean

Deliver branded, polished client experiences without hiring a dev team.

Deliver More. Automate Smarter. Get Paid Faster.

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