Max Portal
One platform for every kind of business
Max Portal is built from separate modules. Choose the ones your business needs, whether you run a clinic, a workshop, a shop, a studio or an office.
See plans and pricingBuilt for any industry
Customers, billing, bookings, stock, staff time and equipment work the same way in a clinic, a workshop, a shop or an office.
Modular, so you pay only for what you use
Start with Core and add only the modules your business needs. You never pay for the rest.
One login, one customer record
Every module works from the same customers, under one login.
Build the system your business needs
The same modules, combined in different ways. These are examples, and Core is always included.
Accounting & legal
Client files, billing and deadline reminders.
Clinics & wellness
Online booking, reminders and invoices.
Trades & contractors
Jobs, estimates, invoices and crew hours.
Agencies & studios
Client projects, retainers and bookings.
Shops & wholesale
Stock, suppliers and invoices.
Property & facilities
Equipment, maintenance and renewal dates.
Run your customer work
Your customers, your billing and your team's work, all together.
Core
Customers, contacts, email and SMS, and your client portal. Included with every plan.
Explore CoreBilling & Expenses
Estimates, invoices, payments, expenses, contracts with e-signature, and financial reports.
Explore Billing & ExpensesAutomation Workflow
Tasks and projects for your team, with deadlines, assignments and automated steps.
Explore Automation WorkflowStay on top of every date
Cover your customers' dates, let them book with you and keep your team's hours in order.
Advanced Reminder
Automatic email and SMS reminders from the dates on your customers and contacts.
Explore Advanced ReminderAppointments
Online booking for your customers, with confirmations and reminders.
Explore AppointmentsAttendance
Staff time clock, attendance records, and time-off records.
Explore AttendanceLook after what you own
For businesses that hold stock, buy from suppliers or manage equipment.
Inventory Management
Products, stock levels and warehouses, with low-stock alerts.
Explore Inventory ManagementPurchase Management
Purchase orders to suppliers, approvals and receiving.
Explore Purchase ManagementAssets Management
Company equipment and assets, who has them, and their value.
Explore Assets ManagementPay only for what you use
Choose your plan, then pick your modules in the next step.
See plans and pricing