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OpsMax
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FeaturesFive areas: Inbox, Treasury, Books, People, Max AI + Projects.
All featuresInboxSorted by what it costs you to miss, replies auto-drafted, tasks pulled from emailTreasuryCash planned for the month, every bill ready to payBooksEvery bank transaction matched, a running close checklistPeopleEveryone on one record, contracts and documents organizedMax AI + ProjectsMax, our AI assistant, guides every area, suggests routines, tracks key projects
AboutWho builds OpsMax.IntegrationsWorks with the tools you already use.PricingTwo ways to buy: OpsMax Platform and OpsMax Agency.CompareWhat OpsMax saves you, in time and money.

Inbox

Your inbox, sorted by what it costs you to miss.

  1. Sorted by what needs you

    Six buckets, in order of what it costs you to miss.

    • Each email links to the sender’s contact file
    • The conversation, the drafted reply and its bills
    • Messages your bot receives, in one inbox with your email

    Inbox

    Act now3Money5Waiting on2Read later11Notices24Noise68
    Law firmEngagement letter — countersignedAct now
    Insurance brokerRenewal quote attachedAct now
    Print shopInvoice 88-1204 attachedMoney
    Data vendorRenewal quote for next termWaiting on
    Office supplierStatement for the periodRead later
    Freight carrierDelivery confirmation 7741Notices

    Open · Print shop

    Contact file · BILL-2179Drafted reply · readyBill · $1,905.40

  2. Max drafts the replies

    Max reads the thread and drafts the reply.

    • You edit it, send it or discard it
    • Nothing leaves your mailbox until you press send
    • Write a new email, or reply on any thread

    Reply draft

    Data vendor · Renewal quote for next term

    Sender’s contact file: 1 contract · BILL-2165

    Attached is our renewal quote for next term. Could you confirm this week?

    Max drafted a reply

    Thanks for sending the quote. We will check it against this year’s usage and confirm this week.

    DiscardEditApprove and send

    A task from this email

    Confirm the renewal quoteData vendor · this weekDiscardApprove
    Write a new email, or reply on any threadCompose

  3. Max turns email into tasks

    Approve or discard each in one click.

    • Tasks pulled from email
    • Approve or discard every suggestion

    Tasks from email

    4

    tasks Max found in your email

    Confirm the renewal quoteData vendor · this weekDiscardApprove
    Countersign the engagement letterLaw firm · in 2 daysDiscardApprove
    Review invoice 88-1204Print shop · in 5 daysDiscardApprove
    File the delivery confirmationFreight carrier · no dateDiscardApprove

    Approved tasks join Up next

  4. You approve and send

    Nothing leaves your mailbox until you press send.

    • Max reads the thread and drafts the reply
    • You edit it, send it or discard it

    Ready to send

    Replies Max drafted, ready for your approval

    Data vendorRenewal quote for next termReady for your approval
    Insurance brokerRenewal quote attachedReady for your approval

    To the data vendor

    Thanks for sending the quote. We will check it against this year’s usage and confirm this week.

    DiscardEditApprove and send

    To the insurance broker

    Thanks for the renewal quote. We will confirm it by the due date.

    DiscardEditApprove and send

    Nothing is sent until you approve it

Your back office, in one app

Join the waitlist · admitted in batches · 30-day free trial on Platform.

Which plan is yours?

We use your email for your admission and nothing else, and there is no marketing list. How we handle it.

Starting fresh, or already running on your own tools?
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