An ontology. Integration scenarios. Then the work.
MaxorConnect is not a blank CRM you fill by hand. It takes a typed model of the business, then the scenarios that feed it from the systems you already run. Humans and agents work the same objects.
The loop sits on this object — not on a chatbot. Detect stall → recommend re-engage → verify the reply.
The ontology — typed once
Companies, contacts, deals, activities, engagements, documents — objects, links and actions. Every agent resolves against this model. No agent writes a table directly.
Integration scenarios
Inbox and calendar as one operational timeline. CSV when you migrate. Your ERP of record stays yours — we map an ingest scenario over API or events. We do not ship a native SAP, Dynamics or Odoo connector.
Governed writes
Humans and agents share one API, one ABAC policy, one audit trail. Every agent write waits for a human.
Deterministic engines
4,000+ domain engines run on those objects — same inputs, same output. Detect → recommend → verify sits on the ontology, not on a chatbot.
A system of intelligence, not a system of record.
The old choice was a rigid legacy ERP or six disconnected tools. MaxorConnect is neither.
Stores what you already know. Rigid, slow to change, blind to what needs attention.
Six logins, six bills, data that never quite lines up. Nothing thinks across them.
Humans and agents operate one plane that detects, recommends and verifies — CRM and small ERP on one governed loop. Your ERP of record stays yours.
Most ERPs store your work.
The control plane works 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.
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.
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.
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.
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.
Not a chatbot on a CRM. Agents that act — behind your approval.
Agents operate the control plane alongside your team, through the same governed API, policies and audit trail. No agent writes a record on its own.
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.
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
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
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
Every record is a cockpit.
Open any deal, company or proposal and the intelligence is right there — scored, explained, and ready to act on.
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.
The control plane of the business.
Book a walkthrough.
CRM, small ERP and agents under approval — on one governed plane. Your ERP of record stays yours. In production today. Talk to us to start.