Use Maximizer CRM MCP to take action in your AI tools

Add Subscriber to Campaign

Add Subscriber to Campaign

Convert Lead Entry

Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity

Create Address Book Entry

Creates new company, individual or contact in your Address Book

Create Appointment

Creates new Appointment entry

Create Case

Creates new Customer Service Case

Create Document

Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.

Create Favourite List

Creates new Favourite list

Create Hotlist Task

Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry