Revenue teams
Lead to paid invoice
Track leads, clients, quotes, invoices, and payment nudges without rebuilding context.
Solutions
Connected workflows for the work behind revenue.
MyTabulon keeps sales, billing, inventory, accounting, files, and operations in the same working system so small teams can move with fewer handoffs.
Operators
Client work that stays accountable
Turn closed work into tasks, appointments, files, approvals, and delivery notes.
Inventory-heavy teams
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.
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