Claude-native CRM
Reps stop typing. Claude writes the deal.
Claude reads calls, email and meetings, writes the deal record, and the rep confirms. Every forecast number points to evidence.
How it works
Stage, next step, contacts, notes, written from the transcript and the email thread. The rep reviews and confirms. No data entry.
- 01
Calls, email and meetings
- 02
Claude writes the deal record
- 03
The rep reviews and confirms
A forecast with evidence
Click any number. See the call, email or meeting behind it. Deals with no evidence show as unsupported.
Stalled deals get flagged
Claude checks every open deal for activity. Deals with none get flagged to the rep and the manager.
This AI actually knows there have been no Slack, no email, no phone, no touches in 24 days. This is a big deal.
Run it next to your CRM, or instead of it.
| Today | With Claude |
|---|---|
| Rep types the record | Claude writes it, rep confirms |
| Forecast is the rep's opinion | Forecast cites calls, email, meetings |
| Stale deals found in pipeline review | Stale deals flagged when activity stops |
| The vendor's servers and roadmap | Built around your process, owned by you |
Start with Claude writing deal records alongside the CRM you have, synced both ways. Once you've seen your forecast run on evidence, decide whether you still need the old one.
One monthly fee
One fee
One monthly fee covers what you'd call your CRM vendor about, what your CRM admin does, and the new workflows you'd normally hire a consultant to build.
Billed to you directly
Your Claude and database subscriptions stay billed to you directly.