Revenue
Lead to paid invoice
Track leads, clients, quotes, invoices, and payment nudges without rebuilding context.
Connected workflowsfor sales, cash, stock, and delivery.
MyTabulon keeps sales, billing, inventory, accounting, files, and operations in the same working system so small teams can move with fewer handoffs.
Use cases
Each team sees the same business truth from a useful angle.
Operations
Client work that stays accountable
Turn closed work into tasks, appointments, files, approvals, and delivery notes.
Inventory
Stock-aware commitments
See unit costs, low-stock risk, and reorder signals before you promise delivery.
Owners
Cash and margin visibility
Keep revenue, expenses, payroll, payouts, and operational cost patterns in one view.
(How it moves)
Every workflow leaves the next team a usable trail.
A lead, quote, invoice, delivery task, and file trail stay tied together so work can move without losing who approved what.
01A new lead enters the pipeline
02Maximo checks memory, owner notes, and stock
03A quote becomes an invoice with payment tracking
04Delivery tasks, files, and approvals stay attached
Ask Maximo what to do next.Use company context across revenue, work, files, and cash.
Read the AI guide