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Thomas Agent · CRM & Nurturing

Thomas plugs your CRM into your whole agent team.

Centralize contacts, opportunities and interaction history. Lisa knows who to talk to, Margot who to call, Emma measures what it returns. One data foundation, seven agents drawing on it.

1,245
contacts centralized
7 agents
plugged into one base
0
double entry
app.getmax.io/c/thomas
Thomas
Thomas
Hi Alexandre. Connect your contacts, and I'll centralize the full history and give each agent the context to act.
1,245
contacts up to date
+89
new this month
Thomas is merging 2 duplicates, contact record up to date
Its superpowers

What Thomas does for you

An agent dedicated to one thing: giving your whole agent team a clean, shared data foundation.

Unified contact records
Details, history and interactions gathered on a single record per contact.
Shared pipelines
Clear pipelines by offer, agency or segment, readable by all your agents.
Consolidated history
Page views, campaigns received, forms and calls brought together in one place.
Automatic deduplication
Duplicates are detected and merged to keep a clean, reliable base.
Context for every agent
Lisa knows what to write, Margot who to call, Emma what it returns, on the same data.
Data under control
Per-team permissions, full audit and export anytime. Your data stays yours.
How it works

How it works

1
Connect
One-click OAuth to HubSpot, Salesforce or Pipedrive.
2
Sync
Contacts, deals, activities and custom fields.
3
Plug in
Each agent receives the context that's useful to it.
4
Steer
A single pipeline board in the Cockpit.
The results

Thomas in numbers

1,245
contacts centralized
+89 this month
7
agents plugged into the base
one foundation
0
double entry
continuous sync
100%
of interactions tracked
per contact
Integrations

Thomas works with your tools

It plugs natively into your existing stack. Your data stays yours, the agent puts it to work.

H HubSpot
S Salesforce
P Pipedrive
C Google Contacts
G Gmail
O Outlook
C Calendly
Z Zapier
Better together

Complementary modules

Combine getMax CRM with these modules for a complete funnel.

FAQ

The questions we get asked the most.

Does Thomas replace my current CRM?
He can be your CRM or sync with HubSpot, Salesforce or Pipedrive. Your data stays consistent on both sides.
How does contact import work?
In minutes via a file or a direct connection. Thomas cleans duplicates on import.
Who can see which data?
You set permissions by team and by pipeline. Every access is logged and revocable.
Do the other agents access the contacts?
Yes, within the scope you allow. That shared context is what makes the other agents relevant.
Can I export my data?
Anytime, in a standard format. Your contacts and your history belong to you.
Ready to delegate?

Ready to give your agents context?

Thomas guides you to connect your existing CRM or start a new one. 5 minutes, no credit card.

No coding required1-minute migrationCancel anytime