Microsoft Copilot security directory

Maximizer CRM

Published by Maximizer

High risk

Maximizer CRM empowers businesses to streamline processes, build stronger customer relationships, and close deals faster. The Maximizer Connector allows you to create powerful workflows that reduce manual work and increase productivity. Automatically trigger follow-ups when new leads are added, sync data across platforms, or schedule appointments in Maximizer from Microsoft Bookings. Keep your team aligned and focused on growing customer value without missing a beat.

Security assessment

Plutonium assessed this connector for permissions, capabilities, and security-relevant behavior.

  • Reads your private information: This connector can read data the connected service holds about you - documents, messages, contact lists, source code, customer records, or saved profile details - and pass it back to the AI.
  • Can change or update your information: This connector can edit, rename, overwrite, or otherwise modify records in the connected service. If a request gets manipulated, your data could be altered without you noticing.
  • Can permanently delete data: This connector can erase records, files, or accounts. Once deleted the data may be unrecoverable - even an accidental request can cause permanent loss.
  • Sends your data to outside companies: Anything you share with this connector flows to a third-party service. That company sees, stores, and may use the data according to their own policies.

Available capabilities

This add-on exposes 25 tools or capabilities.

  • Convert Lead
  • Create Address Book Entry
  • Create Appointment
  • Create Case
  • Create Interaction
  • Create Lead Entry
  • Create Note
  • Create Opportunity
  • Create Task
  • Delete Appointment
  • Find Address Book Entry
  • Find Appointment
  • Find Lead
  • Find Maximizer User
  • Find Opportunity
  • Find or Create Address Book Entry
  • Find or Create Case
  • Find or Create Lead
  • Find or Create Opportunity
  • New Personal Task
  • Update Address Book Entry
  • Update Appointment
  • Update Case
  • Update Lead

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