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A product by optimate.me

Ship business apps.
Not integration projects.

OptiMax is the layer between your CRM and everything else. Embedded apps, live data sync, AI agents that actually do the work, and white-label MCP servers — on the systems you already run.

Book a demoSee how it works

29+ systems connected · Implemented by the team that has run these platforms since 2016

Where your people and their AI work

  • SugarCRM
  • Pipedrive
  • Zendesk
  • Claude
  • Copilot

OptiMax

  • OptiApps
  • OptiSync
  • AI Agents
  • OptiMCP

Where your data actually lives

  • MYOB EXO
  • Xero
  • NetSuite
  • Act-On
  • Shopify

The actual problem

Your CRM was never going to be the only system you run. So your team spends their day copying between tabs, reconciling two versions of the same customer, and waiting on an integration project that was quoted in months.

The platform

Four modules. One layer.

Sync makes the data trustworthy. Apps, Agents and OptiMCP put it to work.

The surface your team sees

Custom apps that live inside your CRM

Purpose-built apps embedded directly in SugarCRM, Pipedrive and Zendesk — not another tab, not another login. Your team works where they already work, on data that is already there.

  • Embedded panels, dashlets and full-page views inside the CRM
  • Built on your data model, not a generic template
  • Versioned releases with draft, staging and published channels
  • Ship a change in an afternoon, not a quarter
Explore OptiApps
Opportunity — Northbridge Marine

OptiApp — Stock availability

0

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Connected systems

29+ systems, and the one you are about to ask about.

If it has an API, it can be connected. These are the ones we already run in production every day.

CRM

  • SugarCRM
  • Pipedrive
  • Salesforce
  • HubSpot
  • Microsoft Dynamics

Service

  • Zendesk
  • Freshdesk
  • Intercom
  • Jira Service Management

Marketing

  • Act-On
  • Mailchimp
  • Marketo
  • Klaviyo

ERP & Finance

  • MYOB
  • MYOB EXO
  • Xero
  • NetSuite
  • SAP Business One
  • Unleashed

Comms & Productivity

  • Microsoft 365
  • Google Workspace
  • Slack
  • Aircall
  • Twilio

Operations

  • ClickUp
  • Fieldmagic
  • Sales-i
  • MobileForce CPQ
  • Shopify

Running something not on this list? Tell us what it is — the answer is usually yes.

Who it is for

Four people have to agree. Here is each of their reasons.

OptiMax gets bought by a committee. These are the arguments that actually land with each seat at the table.

Your pipeline stops depending on someone remembering to update it.

  • Account, order and invoice data arrives in the CRM without anyone re-keying it
  • Quoting, stock and credit checks happen on the opportunity, not in a separate system
  • Agents chase the admin — enrichment, routing, follow-up drafts — so reps sell
  • Forecasts built on data that matches finance, because it came from finance

Security & governance

The part that decides whether this ever ships.

Every AI project dies at security review or survives it. These are the controls that get you through — not a footnote, and not something we bolt on afterwards.

Per-user authentication

An app, an agent or an MCP client sees exactly what the signed-in user is allowed to see. No shared service account quietly holding the keys to everything.

Everything is logged

Every sync run, every agent action, every MCP tool call — with the record it touched, the user it ran as, and the result.

Approval gates

Anything that leaves the organisation can require a human to say yes first. You choose which actions those are.

Scoped, not global

Agents are scoped to a role, a pipeline or a queue. The blast radius is a deliberate decision, not an accident.

Versioned releases

Embedded apps move through draft, staging and published channels. Nothing reaches production without passing through the ones before it.

No lock-in theatre

Your data stays in your systems. OptiMax moves and presents it — it is not another place your records go to live.

We will not list certifications we do not hold. Bring your security questionnaire to the first call and we will answer it straight, including the parts where the answer is “not yet”.

Questions

The ones people actually ask.

Including the awkward ones.

What is an MCP server, in plain English?
It is a standard way for AI tools to reach a real system and take real actions in it. Instead of pasting data into a chat window, the AI asks your server for what it needs — under the signed-in user’s permissions, with every request logged. OptiMCP builds and runs those servers under your brand. More on OptiMCP.
Does this replace our existing iPaaS or integration tool?
It can, and often it does — that is usually the cheapest outcome. But it does not have to. If you have something working, leave it working and use OptiMax for the parts it cannot do: embedded apps, governed AI access, agents that act inside the CRM.
Do we have to buy all four modules?
No. Most organisations start with one problem — usually a sync that keeps breaking, or a job that requires four tabs. Sync is the foundation the other three build on, so it tends to come first, but it is not a prerequisite for an embedded app.
Where does our data go?
Your data stays in your systems. OptiMax reads, transforms and presents it; it is not a data warehouse and it is not a second system of record. Hosting region, retention and what gets logged are decisions we confirm with you before anything is switched on.
What if our CRM is heavily customised?
Good — that is the normal case, and it is why generic connectors disappoint. OptiMax works against your data model and your field names. There is no forced canonical schema you have to bend your business into.
What happens if we stop using OptiMax?
Your records stay where they have always been, in your systems. You lose the embedded apps, the sync jobs and the agents — not your data. Ask us for the specifics of an exit at the demo; we would rather answer it early than have it ambush a security review.

See it on your own data.

Bring one real workflow to a 30-minute call. We will show you exactly how it would run — or tell you straight if OptiMax is the wrong fit.

Book a demoSee pricing

No obligation. No procurement process to start a conversation.