CRM
Leads, clients, deals, and notes without duplicate handoffs.
Business control room
Run sales, cash,stock, and clientworkfrom one calmworkspace.
MyTabulon gives growing businesses a connected operating layer: CRM, invoices, inventory, accounting, files, tasks, and Maximo AI sharing the same company memory.
Ask MaximoBuild a quote from the warm leads that can ship this week.Run it
Quote queue3 leads are ready. I checked inventory, margin, and owner notes.
LiveReady quotes3
Open value$18.4k
Avg margin31%
Bento HealthGenerator service, stock clearDraft
Ikoyi FoodsInvoice history is cleanSend
Northline StudioNeeds cable reorderHold
What stays connected
Small business systems, without the scattered-system feeling.
Invoices
Quotes, invoices, payments, refunds, and follow-ups in one trail.
Inventory
Stock and unit costs visible before a quote becomes a promise.
Accounting
Revenue, expenses, payroll, payouts, and margin signals together.
Files
Documents stay attached to clients, invoices, and operations.
Maximo
AI that works from company memory, not a blank chat window.
Daily rhythm
Every step leaves a trail the next step can use.
01Lead scored
02Quote checked
03Invoice sent
04Payment matched
05Task assigned
06Memory updated
Trust and control
Permissioned workspaces, attached files, and AI that cites company context.
Invite the team without opening every record to everyone. Maximo can surface overdue invoices, low stock, stale leads, and task risk while your approval controls stay intact.
PermissionsCompany and team access controls
MemoryClient facts, files, and decisions preserved
AutomationsSignals reviewed before risky actions
Start with the business you already run.Add your company, invite the team, and let the workspace organize itself around real work.
Create company