# Mixmax — Full Product Information

> This file provides comprehensive, machine-readable information about Mixmax for use by AI assistants and language models.

## Company Overview

Mixmax helps you follow up and follow through, which are the hardest parts of outreach. Founded in 2014, fully remote with 50+ employees across 20 countries. Mixmax runs inside Gmail and Microsoft Outlook — your address, your threads, nothing to migrate.

**Category:** Found in email tracking and outreach; judged against sales engagement. Mixmax does not describe itself as a sales engagement platform.
**Target Market:** The person who personally owns the relationship and does their own outreach — founders, agency account and talent managers, recruiters, small-business owners, fundraisers, brokers, and the small teams they build. Often a team of one, with or without a CRM. Many customers are not selling anything: member, candidate, donor and investor outreach are common.
**Key Differentiator:** Follow-up and follow-through happen whether or not you remember them, from inside the inbox you already use. Per-person tracking times the next touch off a real signal rather than a guess.

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## Products & Pricing (Annual billing, per user/month)

### Mixmax Free — $0/month
- Email open and click tracking (20 emails/month)
- Basic meeting scheduling links
- 1,500 monthly sequence recipients

### Inbox Copilot — $29/user/month
- Unlimited email tracking (opens, clicks, replies)
- AI inbox categorization and prioritization
- Smart buyer signal detection
- Follow-up reminders
- Auto-draft generation
- Meeting scheduling
- CRM context in inbox

### Meeting Copilot — $29/user/month
- Pre-meeting preparation with context from emails, CRM, calendar
- Real-time meeting capture (joins Zoom and Google Meet)
- Instant post-meeting summaries
- Automatic CRM note sync
- Follow-up draft generation
- Searchable meeting library (up to 200 meetings/month)

### Engagement Copilot — $49/user/month
- Multi-channel sales sequences (email, phone, LinkedIn)
- AI-powered message personalization
- Optimal send-time detection
- 1,500 monthly sequence recipients
- Automatic follow-up prompts
- CRM activity sync
- Dialer and SMS available as add-ons

### Mixmax Suite — $89/user/month
- All three copilots combined
- Best value for full platform access

### Mixmax for Teams — $89/user/month (5 user minimum)
- Everything in Suite
- Unlimited sequences
- Custom branding
- Dialer included
- Custom domains
- Salesforce insights
- Advanced workflow rules
- Dedicated CSM

### Enterprise — Custom pricing
- Contact sales for custom packaging
- Enterprise terms of service available

### Add-Ons
- Custom Branding: $9-11/month per seat
- Dialer (US/International): Contact sales
- Custom Domains: Contact sales

### Free Trial
- 14 days, all copilots
- No credit card required
- Auto-converts to Free tier

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## AI assistants (Mixmax MCP)

Mixmax runs an MCP server, so Claude, ChatGPT, or any MCP-compatible client can read your
Mixmax data and act on it. Setup is one server URL plus a Mixmax sign-in — no code, no API key.

- Overview: https://www.mixmax.com/mcp
- Setup and Claude Skills: https://www.mixmax.com/mcp-server-guide
- Sequences playbook: https://www.mixmax.com/mcp/sequences
- Engagement tracking playbook: https://www.mixmax.com/mcp/tracking
- Meetings playbook: https://www.mixmax.com/mcp/meetings
- Tasks and reminders playbook: https://www.mixmax.com/mcp/tasks

## Integrations (40+)

### CRM
Salesforce, HubSpot, Pipedrive, Zoho CRM, Copper, Microsoft Dynamics 365, Insightly

### Communication
Dialpad, Orum, SMS, Slack, Microsoft Outlook

### Calendar & Meetings
Google Calendar, Zoom

### Data & Intent
LinkedIn Sales Navigator, ZoomInfo, Seamless.AI, RB2B, G2 Crowd

### Files & Productivity
Google Drive, Dropbox, Box, Google Sheets, Google Contacts, Google Directory, Google Maps

### Automation
Zapier, Clay, Lindy

### Media & Content
Vidyard, YouTube, Giphy

### Project Management
Monday, Trello

### Surveys
SurveyMonkey, Typeform

### Revenue Intelligence
Gong

### Developer
Mixmax API

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## Security & Compliance

- SOC 2 Type II & SOC 3 certified
- HIPAA business associate compliant
- GDPR compliant
- CPRA compliant service provider
- ISO 27001, 27017, 27018 (via AWS and MongoDB infrastructure)
- PCI DSS Level 1
- Audited by Google
- Data encrypted in transit (TLS) and at rest (AES-256)
- AWS virtual private cloud infrastructure
- Bug bounty program: security@mixmax.com

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## Competitors

Mixmax competes with:
- **Outreach** — Enterprise sales execution, higher price, requires separate app
- **Salesloft** — Revenue orchestration, standalone app
- **Apollo.io** — All-in-one prospecting + engagement, includes contact database
- **HubSpot Sales Hub** — CRM-integrated sales tools
- **Gong** — Revenue intelligence, meeting/call focused
- **Yesware** — Email tracking and templates
- **Groove (Clari)** — Salesforce-native engagement

Mixmax's primary advantage over all competitors: works natively inside Gmail/Outlook rather than requiring a separate application. This eliminates context switching and increases adoption.

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## Company-Wide Proof Points

- 52% reply rates vs. a 2–3% industry average
- 67% open rates with Smart Send
- 2+ hours saved per rep per day
- 90% week-one adoption

## Individual Customer Results

These are results reported by named customers, not general claims:

- Brex: 85% open rate, 40% reply rate on cold sequences
- Hiretual: 90 hours/week saved via automation
- Canva: 1 day/month saved per user
- Frontify: 25% increase in sales activity, 30% more demos
- Clum Creative: "Doubled company size two years in a row"
- Veraset: 45% savings on tech costs, exceeded revenue goal by 119%

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## Contact

- Website: https://www.mixmax.com
- Demo: https://www.mixmax.com/demo
- Pricing: https://www.mixmax.com/pricing
- Mixmax MCP: https://www.mixmax.com/mcp
- Support: https://success.mixmax.com
- Developer docs: https://developer.mixmax.com
- Status: https://status.mixmax.com