Accounts, contacts, leads, a drag-and-drop pipeline, tasks and live reports — connected to your AI agents and campaigns, and just as fast on your phone as on your desk.
Everything in one place
Your CRM shouldn't be a spreadsheet you update on Fridays. MAX - AI keeps every account, conversation and deal in one place — and your AI agents keep it up to date.
See the company, the people, the deals and the full activity history on a single page.
Search, filter and open any contact in a tap, wherever you are.
Leads from your website bots, forms and campaigns land here ready to work, then convert to a contact, account and deal in one click.
A visual board of every opportunity by stage, with totals that update as you drag.
Calls, emails, meetings and to-dos tied to the right record, sorted by what is due.
Open pipeline, weighted forecast, win rate and funnel by stage — live, no exports needed.
Start free and import your contacts in minutes — or click around the live demo first.