Stop Losing Leads to Slow Follow-Up.
MAX Digitize helps law firms, insurance agencies and professional service businesses capture, manage and convert more enquiries through a powerful branded CRM and automation platform.
Automated SMS & email follow-up triggered in 30 seconds.
One platform. Two powerful verticals.
MAX Digitize is positioned as your professional technology partner — not a generic marketing agency.
MAX Digitize Legal CRM™
For UK law firms that want to respond faster, track every enquiry and convert more social media, website and paid ad leads into consultations.
- Facebook, Instagram, Google and website lead capture
- Instant SMS/email follow-up
- Consultation booking and reminders
- Legal intake pipeline and source reporting
MAX Digitize Insurance CRM™
For life insurance agencies that need lead distribution, agent tracking, call follow-up and policy pipeline visibility in one system.
- Meta lead ads integration
- Agent pipeline and performance dashboard
- SMS, email and call follow-up workflows
- Quote, application and policy status tracking
Built as a revenue infrastructure, not a brochure service.
MAX Digitize is designed for businesses that need a clear system for capturing enquiries, responding quickly, nurturing prospects and measuring conversion. The website, campaigns and CRM work together so your team can see every opportunity and every next step.
What this page covers
- Clear positioning for MAX Digitize
- Lead source tracking and structured enquiry management
- Automated communication without losing the human sales process
- Pipeline visibility for owners, managers and front-line teams
- Reporting that shows where marketing spend creates opportunities
The business problem
Most service businesses do not lose because they lack interest. They lose because enquiries are handled inconsistently. A lead may arrive through a form, social media ad, Google search, phone call or referral. Without one central system, the team may respond late, forget a follow-up or fail to record the source of the opportunity.
MAX Digitize gives leadership a structured operating system. Every enquiry is captured, assigned, followed up and measured. That creates a more reliable conversion process and reduces the hidden cost of missed opportunities.
The MAX Digitize approach
We build a branded CRM environment, connect lead sources, create automation workflows, design conversion pages and support ongoing optimisation. The goal is not to replace your team; it is to make your team faster, more organised and more accountable.
The system can be tailored by industry, lead source, branch, team member, campaign, service type and pipeline stage. This makes it suitable for law firms, insurance agencies, real estate teams, financial services and other professional service companies.
Everything needed to convert enquiries into clients.
MAX Digitize combines lead capture, automation, follow-up, pipeline management, reporting and optimisation into one branded operating system.
Lead Capture
Capture enquiries from websites, landing pages, Facebook, Instagram, Google, calls and referral forms in one structured CRM.
Instant Follow-Up
Trigger SMS, email and team alerts within seconds so prospects receive a professional response while their intent is highest.
Pipeline Tracking
Track every opportunity from new lead to contacted, booked, quoted, signed and won with ownership and reminders.
Call Tracking
Monitor missed calls, source attribution, call outcomes, team response performance and follow-up activity.
AI Intake
Use intelligent chat and structured forms to qualify enquiries, collect key information and route prospects more accurately.
Reporting
Understand lead volume, conversion rates, cost per lead, response speed and campaign performance without spreadsheets.
From enquiry to client — fully tracked.
01. Capture
Leads from ads, website forms, calls and social media enter the CRM automatically with source data attached.
02. Respond
Instant SMS and email follow-up starts, internal notifications are sent and the right person is prompted to call quickly.
03. Convert
Your team works from a clean pipeline with notes, tasks, reminders, booking links and clear next steps.
04. Optimise
Dashboards show what is working, where leads drop off and what campaigns or workflows need improvement.
Simple monthly CRM service plans.
Use this structure for the website. Final pricing can be discussed after demo based on users, call volume, SMS/email usage, integrations and lead generation support.
Starter
For businesses that need a clean pipeline, forms and basic automation.
- Pipeline setup
- Lead forms
- Basic automation
- Dashboard
- Team training
Growth
For active teams that need follow-up workflows, call tracking and monthly optimisation.
- Everything in Starter
- SMS/email workflows
- Call tracking
- Monthly optimisation
- Campaign reporting
Scale
For companies that want CRM, lead generation, AI intake and advanced reporting.
- Everything in Growth
- Lead generation support
- AI chat/intake
- Advanced reporting
- Dedicated support
Ready to convert more leads?
Let MAX Digitize build your CRM, automation and lead conversion system under the MAX Digitize brand.