Product

Software that doesn't just remember — it acts with you.

MaxorConnect runs one closed intelligence loop under every module: it detects what needs attention, recommends the next move, and verifies the outcome. Here is what that looks like in the product.

The intelligence loop

Most ERPs store your work.
MaxorConnect does it with you.

A single closed loop runs under every module: detect → recommend → verify. It is the difference between software that remembers and software that helps.

01 · detect

It sees what you'd miss

Every invoice, deal, task and thread is scored continuously by deterministic engines. Overdue collections, stalling deals, at-risk projects surface the moment they matter — ranked by impact, not list order.

02 · recommend

It proposes the next move

For each signal, MaxorConnect recommends a concrete action — send a reminder with a payment plan, re-engage a dormant deal, finalize a bid before its close date. One click acts on it.

03 · verify

It confirms the outcome

The loop closes. Every recommendation is tracked to a verified result — acted, replied, collected — so nothing detected is ever silently dropped. Intelligence you can audit.

The intelligence engine

Powered by Heisen.

MaxorConnect isn't a database with an AI button bolted on. Every module runs on Heisen — Maxor's proprietary intelligence engine, invented in-house, not a wrapper around someone else's model — so the software does the thinking, not just the storing.

4,000+ deterministic engines
Your domain math runs on verifiable, documented formulas — not a black box you have to trust.
Local-first, escalate rarely
Heisen routes locally first and reaches for frontier models only when it must — intelligence at near-zero marginal cost.
Hallucination firewall
Every AI output is independence-checked before it reaches you. Grounded, or flagged — never silently wrong.
A closed loop, everywhere
Detect → recommend → verify runs under every module, so nothing detected is ever dropped.
e.g. weighted-pipeline forecast · days-to-collection risk · ICP prospect scoring · deal-momentum decay · engagement health — same inputs, same output, every time.
Agentic

Built for the agentic era.

Your AI agents don't just chat — they operate the business. MaxorConnect was built from the ground up for autonomous agents to work alongside your team, safely.

Agents operate the platform

AI agents create deals, log activities and draft emails through the same governed REST API your team's UI uses — not a bolt-on chatbot.

Approval queue + audit trail

Every agent action flows through autonomous → supervised → sign-off tiers, with a complete, exportable audit trail.

You stay in control

Nothing ships without the guardrails you set. Agentic speed, human accountability — by design.

Pipeline intelligence

Every deal, ranked by what it needs.

The Bids workspace scores your whole pipeline live — momentum, risk, and forecast value on one board. Critical and stalled deals rise to a 'Work these now' queue with the reason and the next action already written.

  • Weighted forecast computed deterministically from phase probability
  • At-risk value flagged before it slips — protect revenue in-flight
  • Kanban or list, export-ready, one-click follow-up on every card
app.maxor-global.com/dashboard/deals
MaxorConnect — Pipeline intelligence
Inbox, with intelligence

A blazing-fast inbox that knows your deals.

Email lives where the work is. Threads link to companies, contacts and deals automatically, drafted replies are suggested in context, and the assistant proposes next steps as you read.

  • Threads auto-linked to the right company, contact and deal
  • AI-suggested replies grounded in the relationship's history
  • Send, schedule, and track — pipeline one keystroke away
app.maxor-global.com/dashboard/emails
MaxorConnect — Inbox, with intelligence
Reports & operations

The numbers, already interpreted.

From revenue to project health, MaxorConnect doesn't just chart your data — it tells you what changed, why it matters, and what to do next. Calendar, proposals and e-signature all feed the same loop.

  • Auto-scheduling that ranks your day by revenue impact
  • Proposals and legally-binding e-signature, built in
  • One audit-ready trail across every module and org
app.maxor-global.com/dashboard/reports
MaxorConnect — Reports & operations
See it in depth

Every record is a cockpit.

Open any deal, company or proposal and the intelligence is right there — scored, explained, and ready to act on.

app.maxor-global.com/dashboard/deals
MaxorConnect — The deal workspace
The deal workspace
Pipeline position, an AI deal diagnosis, linked company and projects — every deal is a cockpit, not a row.
app.maxor-global.com/dashboard/companies
MaxorConnect — Account 360°
Account 360°
A live, deterministic health score with the exact factors behind it and the signals to watch next.
app.maxor-global.com/dashboard/proposals
MaxorConnect — The proposal builder
The proposal builder
Scored for win-probability, tracked for engagement, and signed in-app — no DocuSign round-trip.
app.maxor-global.com/dashboard/deals
MaxorConnect — Kanban, or list
Kanban, or list
Work the pipeline the way you think — drag across stages, or sort the table by what's at risk.
Security & governance

Enterprise-grade controls, on every plan.

You're trusting MaxorConnect with your pipeline, finances and operations. Here's exactly what protects them — the real controls we ship, no unearned badges.

Org-level data isolation
Every query is scoped to your organization. Multi-org users never see across boundaries.
RBAC + step-up MFA
Fine-grained role-based access, with step-up authentication on sensitive actions.
Full, exportable audit trail
Every action — human or agent — is logged. Access reviews and retention controls built in.
Your data stays yours
Org-isolated, never sold, and never used to train third-party models. Governed AI access only.
Built to SOC 2 / ISO 27001 control standards · hosted in the US · request our security overview →

Stop managing records.
Start compounding intelligence.

Bring your CRM, delivery, finance and operations into one loop that works alongside you. Live in minutes.

Start free Book a demo
14-day free trial · every module unlocked · no credit card · or write info@maxor-global.com