Profit Max is the service business CRM that maximizes profit and builds recurring revenue. Profit Max Pro includes online booking, a customer portal, website lead forms and Zapier, while Markate charges a $10 monthly add-on fee for each of them.
Your 14-day free trial includes every Pro feature, and you don't need a credit card to start it.
Updated October 11, 2026
Profit Max is built around the profit on each job, so these are the features that change what you keep at the end of the year.
Profit Max allows you to enter your costs once, including labor, drive time, overhead, materials and card fees, and then shows you the profit on every quote while you build it. If a quote comes in under the minimum profit you've set, Profit Max warns you before you send it, so you can adjust the price before you've done the work instead of after.
Good/Better/Best Packages allow you to put three versions of the same job on one quote, so your customer decides how much to spend instead of whether to hire you. Limited Time Offers add extra services at a discount you choose, and they can show a countdown timer that starts when your customer first opens the quote. Since you're already going to be there, every service your customer adds is extra profit with very little extra drive time.
Service Plans allow you to sell work that repeats on a schedule, like every three months, and bill your customer after each appointment or in equal monthly payments. Profit Max schedules the work orders and charges the card on file, so a customer who signs up once keeps bringing in profit all year.
Profit Max follows up on every quote you send, starting the next day, and stops as soon as your customer approves or declines it. It also sends reminders on past-due invoices for about three months or until they are paid. Both come with every plan, so every quote you spend time on gets followed up, and you spend less of your week chasing payments.
“Profit Max helped me hit $10,000 in monthly recurring revenue using service plans. It's guaranteed income so we breeze through the off season now.”
“I doubled my monthly profit with service packages and upsells. All I did was add my services, input my costs, and the software did the rest.”
“I spend a lot of my day driving. The route planner saves me time and fuel, and lets me fit more jobs in a day.”
Both companies charge less per month when you pay for a year up front, so each table shows the monthly price and the yearly price for every plan.
| Plan | Users | Monthly | Billed Yearly |
|---|---|---|---|
| Starter | 1 user | $49/mo | $29/mo |
| Pro | 10 users included, then $35/user/mo | $199/mo | $149/mo |
| Plan | Users | Monthly | Billed Yearly |
|---|---|---|---|
| Owner Operator | Owner, plus $5/mo per employee | $49.95/mo | $45.95/mo |
This table shows which plan you need for each feature and what that plan costs per month.
| Feature | Profit Max | Markate |
|---|---|---|
| Online Booking | Pro plan$199/mo | Add-on$10/mo |
| Customer Portal | Pro plan$199/mo | Add-on$10/mo |
| Website Lead Forms | Every planfrom $49/mo | Add-on$10/mo |
| Zapier | Pro plan$199/mo | Add-on$10/mo |
Markate's plans and prices come from markate.com, checked on October 11, 2026. Monthly prices are without a yearly commitment. Markate is a trademark of its owner, and Profit Max isn't affiliated with Markate.
Moving to Profit Max takes three steps, and you can do all of them during your free trial.
Your trial lasts 14 days and includes every Pro feature, and you don't need a credit card to start it.
Profit Max imports customers, quotes, work orders, invoices and line items from CSV files. It matches your column names to its own fields and shows you a preview before anything is imported.
Account setup asks for your business costs, and once your services are in, every quote you build shows you its profit before you send it.
Markate's Owner Operator plan is $49.95 a month, or $45.95 a month billed yearly, and each employee you add is $5 a month. Online booking, the customer portal, the lead capture form for your website and Zapier are each a $10 monthly add-on.
Markate's base price is lower, but online booking, a customer portal, a website lead form and Zapier each add $10 a month. Profit Max Pro is $199 a month with 10 users and includes all four, along with Service Plans, Good/Better/Best Packages and Limited Time Offers.
Profit Max imports customers, quotes, work orders, invoices and line items from CSV files, including files exported from other CRMs. It matches your column names to its own fields, lets you match any it doesn't recognize, and shows you a preview before anything is imported.
Yes. Every new account starts with a 14-day free trial of the Pro plan, and you don't need a credit card to start it.
Profit Max is built for any service business that sends quotes, schedules work and sends invoices. You set up your own services, prices and costs, so your quotes and profit numbers match the way your business works.
Build a few quotes with your own costs and see the profit on each one before you decide. You don't need a credit card to start your trial.
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