Maxo Add-in for Outlook

Smarter CRM from Your Inbox — Powered by AI

Description

Turn your inbox into a revenue engine with the Maxo Outlook Add-in — seamlessly bridging your daily email workflow with your CRM. Instantly actionable, deeply intelligent, and delightfully simple.

Whether you're in Sales, Service, or Marketing, Maxo for Outlook lets you view and update CRM records, create opportunities or support tickets, and track activity — all without leaving your inbox.

But what truly sets Maxo apart is the built-in AI engine that understands your emails, extracts business-critical data, and turns plain text into pipeline.

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Key Features

🔍 AI-Powered Email Intelligence

Let Maxo’s embedded AI do the heavy lifting: it scans your emails in real time and suggests whether to convert them into an Opportunity, a Ticket, or an Action Item — no more guesswork. It even identifies budget mentions or intent signals.

📥 One-Click CRM Actions

Save emails, schedule follow-ups, and convert conversations into CRM objects (Tickets, Actions, Opportunities) — all in one click, with suggested links to known contacts and companies.

📎 Auto-Recognize Contacts

Maxo automatically matches email participants with CRM contacts. Missing profiles? No problem — Maxo highlights them for one-click creation, enriched with data from the conversation itself.

📊 360° Context Without Leaving Outlook

Get instant access to the sender’s full CRM record, including recent activity, open opportunities, pending tickets, and related team interactions — all in a side panel, embedded in Outlook.

⚙️ Built for Speed and Simplicity

No technical setup. No hidden fees. Just install and go.

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Benefits

🚀 Accelerate Your Workflow

No more switching between tools. Process inbound emails instantly and reduce CRM admin time.

💡 Smarter Decisions, Instantly

AI-driven insights help you qualify opportunities or tickets, track key signals, and take action faster — directly from your inbox.

🧘‍♀️ Less Friction, More Focus

Keep your teams in flow. Maxo for Outlook eliminates context switching and ensures your CRM stays up to date effortlessly.

🤝 Boost Adoption Across Teams

Easy to use, easy to love. The familiar Outlook interface ensures quick adoption.

📈 Get More From Every Email

Emails are more than messages — they’re opportunities. Maxo’s AI transforms every conversation into a CRM action point, so nothing gets lost.

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Perfect For

• Sales teams tracking deals and contacts
• Customer service teams managing inbound requests
• Marketing teams capturing new leads from form submissions
• Any organization that wants to unify CRM workflows with everyday communication