The control plane of the business — CRM, small ERP, agents under approval.
MaxorConnect is the control plane: your business typed once as an ontology, CRM and delivery on one plane, every agent write behind a human. It connects to the systems you already run — it does not replace your ERP of record. Full ABAC so multi-team organizations can put real work on it.
- Detect → recommend → verify
- Full ABAC governance
- Org-level isolation
- Exportable audit trail
Intelligence and control, from day one.
The capabilities enterprise operators need before they put real pipeline, people and money on a platform — not bolted on later.
Closed intelligence loop
Detect → recommend → verify under every module — software that acts with you, not a system of record.
Full ABAC governance
Attribute policies, department scopes and data-sensitivity tiers — real multi-team access control, not a role dropdown.
Org isolation & audit trail
Every query scoped to your organization. Every action — human or agent — logged and exportable.
Agents under approval
Agents don't chat on the side — they operate the control plane through the same API, policies and audit trail as your team. Every write waits for a human.
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.
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.
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
Built for real organizations — not a role dropdown.
Full attribute-based access control so multi-entity and multi-department teams can run the business on one platform without oversharing.
Full ABAC on every plan — Team, Business and Enterprise. Plans differ by support, compliance ops and scale, not by locking access control.
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.
Built for businesses that run on execution.
MaxorConnect fits operations where the work is the product — not just the record of it.
Project & field teams
Bids, delivery, equipment and crews on one platform — first estimate to final invoice.
Professional services
Pipeline, engagements, proposals and time — the whole client lifecycle, scored and closed.
Multi-entity operators
Org-isolated data, ABAC governance and one audit trail across every business you run.
AI-forward teams
Teams putting agents to work — governed API access, approval queues, human accountability.
The control plane is in production. After over a year and multiple thousand hours of engineering, the ops suite is live — dashboard, CRM, email, meetings, chat, agents, proposals, sign, contracts, support, time & labor. Talk to us to start — not a self-serve trial.
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.
From first prospect to final invoice.
On every plan — no security upsell
- Full ABAC
- Org isolation
- Detect → recommend → verify
- Governed AI agents
- Exportable audit trail
The CRM core, with the intelligence already in it.
For small teams running on pipeline (≈2–10 people)
- Companies, contacts, deals & pipeline
- Activities, tasks & shared calendar
- Agents across every module — never an add-on
- $5/seat of AI usage included
- RBAC + org isolation + step-up MFA
- Email, chat & meetings come with Core
The control plane for teams that want CRM, delivery and agents on one platform.
For founders & ops leads (≈5–40 people)
- All 15 base modules included
- Closed detect → recommend → verify loop
- Full ABAC — attributes, departments, sensitivity tiers
- RBAC + org isolation + step-up MFA
- REST API, webhooks & governed AI-agent access
- Unlimited pipeline, contacts & documents
- Standard support
The plan built to pay for itself — ops modules included, not nickel-and-dimed.
For multi-dept operators who want real ROI (≈40–250 people)
- Everything in Team, plus:
- Priority support + guided onboarding
- Access reviews & policy audit ops
- Priority agent throughput
- Commercial packaging for multi-dept operators
- Dedicated help to run the plane at scale
For regulated scale, SSO and custom commercial terms.
For multi-entity & compliance-led orgs
- Everything in Business, plus:
- SSO / SAML & SCIM provisioning
- Custom Heisen & Horizon API volume terms
- Custom retention, residency & compliance
- Dedicated success manager & priority SLA
- Volume pricing & custom agreements
One full seat replaces CRM + inbox + proposals + e-sign + PM tooling — one login, one bill, one closed loop.
Sign, Support Tickets and Time & Labor are included on every plan. Heisen Assistant and Horizon are API meters — billed per 1M tokens, not per seat.
Heisen Assistant $2 in · $6 out / 1M tokens. Horizon $5 in · $15 out / 1M tokens.
Built-in, legally-binding e-signature. Included on every plan.
Resolve customer issues with full account context. Included on every plan.
Capture hours, dispatch crews, approve timesheets, rate cards and billable recovery — more than a timesheet. Included on every plan.
The AI copilot across your whole workspace — ask anything, act anywhere. Billed $2 in · $6 out per 1M tokens.
Predictive intelligence — forecasts, risk radar, and the next best action. Billed $5 in · $15 out per 1M tokens.
Mobile-first, limited access — time entry, assigned tasks & records, activity capture. Add as many as your crew needs alongside full seats.
Need per-org security packaging, field-crew volume, or multi-vertical bundles? Pricing adapts — talk to sales and we tailor it.
What teams ask before switching.
How does access work?+
Talk to us. You get the live product — the ops suite is already in production. There is no open self-serve trial.
What does the plane take?+
A typed ontology of the business — companies at the hub, contacts, deals and engagements as spokes, activities and documents as leaves — then named ingest scenarios (keep vs take vs lands-on). Detect → recommend → verify sits on a deal, not on a chatbot. Your ERP of record stays yours; we do not ship a native SAP, Dynamics or Odoo connector.
How is this different from a legacy ERP?+
Legacy ERPs store your work; MaxorConnect acts on it. A closed detect → recommend → verify loop runs under every module — it surfaces what needs attention and proposes the next move, not just a place to file the record.
What's the difference between RBAC and full ABAC?+
Every plan includes both: RBAC plus full ABAC (attribute policies, department scopes, data-sensitivity tiers, step-up MFA) and org isolation. Business adds access-review ops and priority support — governance tools you already have on Team, with more help to run them at scale.
Is it production-ready?+
Yes. The operations suite is live today: dashboard, prospects, companies, contacts, deals, risk radar, activities, tasks, calendar, meetings, email, chat, Heisen Assistant, agents, reports, proposals, sign, engagements, support tickets, documents, contracts, and time & labor. It is a control plane — CRM + small ERP — not a replacement for SAP, Dynamics or Odoo.
Is my data used to train AI models?+
Never. Your data is org-isolated, never sold, and never used to train third-party models. AI access is governed and auditable.
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.