Dial, text, email, and close — from one screen.
Maxwelo puts a built-in power dialer, two-way SMS, email, and your pipeline in one place — so every call, text, and reply auto-logs to the contact and nothing slips.
No hardware, just a browser · Every touch auto-logs · Compliance guardrails on by default
Dialer, SMS, email, pipeline & analytics — replaced by one platform
Every call, text, and email writes itself to the contact
A browser and a headset is the whole kit
The problem
Your sales stack is costing you deals — one tab at a time
Dialer here. Texting app there. Inbox open. CRM half-updated. Every switch is a crack, and deals fall through them.
Hours lost to tab-switching
Reps burn a chunk of every day bouncing between the dialer, texting app, inbox, and CRM — copy-pasting numbers and hunting for context instead of talking to buyers.
Calls and texts that never get logged
When logging is a manual afterthought, half of it never happens. Your CRM becomes fiction — and your pipeline reports are built on it.
Hot leads gone cold
Follow-ups slip through the cracks between tools. The lead that was ready to buy on Monday is ghosting a competitor's rep by Thursday.
Managers flying blind — and compliance exposure
No single source of truth means no real-time coaching, no accurate forecast, and no guardrails on calling hours or recording consent. One slip is a fine, not a footnote.
The all-in-one answer
One screen. Every touch. Zero copy-paste.
Maxwelo is your system of record and your system of action — the CRM that remembers everything and the dialer, texting app, and inbox that actually do the work.
Talk to more people
A browser power dialer on carrier-grade infrastructure means one-click calls and two-way SMS — no headset app, no dialing digits, no wait. Reps burn through the list and spend their hours in conversations, not clicking.
Never drop a detail
Every call, text, and email logs itself to the contact automatically — with recordings, notes, and outcomes attached. No end-of-day data entry, no 'I forgot to log it.' The record is always current because the work writes it.
One timeline, every touch
Open any contact and see the whole relationship in order — calls, texts, emails, campaign steps, deal stage. No stitching six tools together to reconstruct what happened. The full story, one scroll.
Compliant by default
TCPA calling-hours guardrails, two-party recording consent, and 42 CFR Part 2-aware controls are built in — not bolted on. Your team moves fast and stays inside the lines without thinking about it.
See what actually works
Real-time analytics tie activity to outcomes — which reps, scripts, sequences, and hours are booking meetings and closing deals. Coach on facts, not vibes, and double down on what's driving revenue.
One platform, every touch
See the whole motion in one place
Power Dialer
Every rep dialing at full speed
The Maxwelo Power Dialer lives inside your CRM, so reps talk to more people, skip the busywork, and never lose the context that closes deals. No separate dialer. No copy-paste. Just calls that connect.
- Click-to-call from anywhere — Every phone number in Maxwelo is a live call button — contacts, lists, pipeline cards, search results. One click connects through the browser softphone. No dialing, no dropped digits.
- Power-dial campaigns — Point a rep at a list and Maxwelo dials it for them — call after call, hands-free — dropping them into live conversations and skipping the ringing dead air. No dialing digits, no waiting on voicemail beeps.
- One-click voicemail drop — Hit a machine? Drop a pre-recorded voicemail in one click and move to the next call while it leaves itself. Reclaim the 30 seconds you were wasting on every 'leave a message after the tone.'
- Warm & cold transfer — Hand a hot call to an AE with a warm intro, or cold-transfer to the right desk in a click. The call — and its full history — moves with the contact, so nobody starts from scratch.
Pipeline & Deals
A board that updates itself
Drag deals across a visual kanban, forecast revenue in real time, and let every call, text, and email log itself to the right deal automatically. No more updating the CRM after the fact — the work is the update.
- Visual kanban that's always accurate — Drag deals stage to stage. Every card shows value, owner, age, and last touch at a glance — updated live because activity logs itself, not because a rep remembered to.
- Real-time forecasting — Weighted pipeline and projected revenue recalculate the instant a deal moves. Commit, best-case, and stage-by-stage totals — no spreadsheet export, no month-end scramble.
- Every touch auto-logs to the deal — Calls, texts, and emails attach to the right deal automatically with timestamps, recordings, and transcripts. A complete, undisputed history on every card.
- Tasks & next steps that travel with the deal — Assign the follow-up, set the due date, and it rides along as the deal advances. Overdue tasks surface loud, so momentum never dies in someone's inbox.
Analytics & Coaching
Coach every rep on the facts
Real-time analytics and live coaching in one screen — so you spot what's working, fix what's not, and lift the whole team while the day is still winnable.
- Live call monitoring & whisper coaching — Listen in silently, then whisper guidance only your rep can hear — steer the pitch, handle the objection, save the deal without the prospect ever knowing you're there.
- Real-time talk time & connect rates — Watch talk time, connect and answer rates update by the minute. Know instantly who's dialing, who's connecting, and who needs a nudge before the day slips away.
- Best-time-to-call intelligence — Maxwelo learns when each segment actually picks up and tells your team the windows worth dialing — more live conversations from the same number of calls.
- Per-rep leaderboards — Rank the team on the metrics that matter — connects, conversions, revenue — in a live board that sparks healthy competition and surfaces coachable gaps fast.
Everything included
Every feature your sales team needs
Maxwelo replaces your entire stack — CRM, pipeline, a built-in dialer, texting, email, reporting, lead capture, and compliance. Here's everything inside, in one platform.
CRM Core
- Contacts & companies with tags and custom fields
- Marketing Contacts — a separate marketing audience
- Lists & segments
- Saved views & advanced filters
- Global search across every record
- CSV import / export & guided migration
- Bulk actions — tag, assign, status, delete
- Activity timeline — calls, emails, notes auto-logged
- Tasks & reminders
Pipeline & Deals
- Visual drag-and-drop Kanban pipelines
- Multiple pipelines & custom stages
- Deal management — won / lost / reopen
- Weighted revenue forecasting
- Every call, text & email attaches to the deal
Power Dialer & Voice
- Browser power dialer & call queues
- Click-to-call from anywhere
- Call recording & transcription
- One-click voicemail drop
- Call scripts & dispositions
- Local presence & per-rep caller ID
- Smart inbound call routing
- Warm & blind transfer
- Live monitoring — listen, whisper, barge
- Coaching notes & call-quality scoring
- Dialer analytics & best-time-to-call
Two-way SMS
- Real-time two-way SMS inbox
- SMS templates
- Automatic STOP / opt-out compliance
- Bulk & campaign texting
- Live message push
Email & Campaigns
- Two-way Gmail & Outlook sync
- Custom SMTP (any provider)
- Open & click tracking
- Drip sequences that auto-pause on reply
- Bulk marketing campaigns
- Reusable email templates
- Unsubscribe & suppression management
Reporting & Analytics
- Rep & manager dashboards (customizable)
- Pipeline funnel & conversion
- Stage velocity
- Rep performance & SDR leaderboard
- Won / lost analysis
- Contact growth
- Campaign performance
- Dialer analytics
Lead Capture & Integrations
- Web forms & hosted lead-capture pages
- Gmail & Outlook integrations
- Outbound webhooks
- REST API & API keys
- Built-in cloud telephony
Admin, Security & Compliance
- Role-based access — admin / manager / rep / marketing
- Territories & record visibility
- Team management & invites
- Immutable audit log
- Multi-tenant isolation & encryption at rest
- TCPA calling-hours guardrails
- Two-party recording consent
- Notifications center
- Billing & subscription management
Healthcare (add-on)
- HIPAA Business Associate Agreement (BAA)
- 42 CFR Part 2-aware PHI redaction
- Patient consent management
- Verification of Benefits (VOB)
- PHI-free marketing contacts
- PHI access logging & idle auto-logoff
Compliance & security
Compliance built in. Not bolted on.
Every call, text, and email you send from Maxwelo is already inside the guardrails — TCPA calling hours, consent announcements, and PHI-free marketing enforced by the platform, not by your reps remembering the rules.
TCPA calling hours, enforced automatically
Every number is dialed inside the contact's local legal window. Off-hours calls are blocked before they connect — no manual time-zone math, no accidental 7 a.m. wake-up calls.
SMS opt-outs handled for you
STOP, UNSUBSCRIBE, CANCEL and the other standard keywords are recognised on every inbound message and honoured automatically — the contact is suppressed from that moment on, with no rep action required and nothing to remember.
Two-party recording consent, spoken for you
Maxwelo keeps an all-party/two-party consent state list and plays the recording announcement automatically. Full coverage, zero reliance on a rep remembering the script.
Healthcare / 42 CFR Part 2-aware, PHI-free marketing
For regulated tenants, protected health information is structurally kept out of Marketing Contacts and campaigns. Run outreach without ever surfacing PHI where it doesn't belong.
Role-based access: admin, manager, rep
People see and do exactly what their role allows — no more. Sensitive records, recordings, and settings stay locked to the right hands.
Immutable audit trails
Every call, text, email, and record change is time-stamped and logged. Reconstruct any interaction in seconds when compliance, legal, or a customer asks.
Stop stitching. Start closing.
Dial, text, email, and close from one screen — with every touch auto-logged and compliance built in. Your team could be making calls this afternoon.
Free trial. No credit card. Live today.