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Everything your ChatGPT or Claude can do, now with your CRM

Your AI already researches, writes, reads documents and works through numbers like nobody else. Connect it to AgentticCRM and all of that works with your real clients, projects and invoices: you ask in one sentence for what used to take you an afternoon.

  • More than 100 actions on your CRM
  • Researches, writes and analyzes with your real data
  • Every change shows up in Agent activity
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Sample video with fictitious data.

Sample video with fictitious data, in two conversations. In Claude, Elena Vargas asks which clients owe an overdue invoice and also have a project running late. Claude answers that they are Grupo Almendra and Marea Estudio, who owe USD 23,280.00 between them, and when asked leaves a task for each owner for Wednesday. In ChatGPT, Diego Serrano asks it to research Talleres Istmo before tomorrow's meeting: ChatGPT searches the web, sums up what matters together with what the CRM already knows, and saves it as a note on the client's record.

Six superpowers you gain when you connect your AI to your CRM

Your AI already knows how to research, read files, write, analyze and build presentations. Connected to AgentticCRM, it does all of that with what happens in your company, and leaves the result where your team will look for it.

  1. Researches the web

    Turn a web search into a sales opportunity

    It finds out online what a company does and whether it is a fit for you. If it is, it opens the opportunity in your pipeline with everything it found.

    In your CRM: New opportunity in Sales, with its note and first task

    You: Find out what Puerto Claro Logística does and, if they are a fit, open an opportunity for them.

    ChatGPT:

    Yes, they are a fit. They operate warehouses in three ports across the region and are refreshing their brand this year, but their website still has no way to request a quote online: that is exactly what we do.

    I opened an opportunity for them in Sales with this as a note, and your first task is already set for tomorrow: reach out to them.

  2. Reads your files

    Turn a signed contract into a project ready to start

    You attach the PDF and it reads the scope, the phases and the dates. With that it creates the project in your CRM, without anyone copying anything by hand.

    In your CRM: New project in Projects, with its four phases

    Lumen Salud contract.pdfPDF

    You: Here is the contract Lumen Salud signed. Create the project with the phases and dates it sets out.

    Claude:

    Done. I created the “2027 content plan” project for Lumen Salud with the contract's four phases:

    • Assessment, through October 9
    • Strategy, through October 30
    • Production, through December 11
    • Publishing, from January 4

    Clause 5 says 30% is billed at kickoff. Want me to leave that invoice as a draft?

  3. Writes the way you do

    Collect with tact and with the exact figures

    It writes the email with the invoice number, the amount and the days overdue from your CRM, in the tone you ask for, and leaves it as a draft for you to send.

    In your CRM: Draft in your Inbox, ready to send

    You: Write to Marea Estudio about the overdue invoice. Gently: they are good clients.

    ChatGPT:

    I left it as a draft in your Inbox:

    Subject: Invoice #2036 outstanding

    Hi Marea Estudio team, I'm writing about invoice #2036, for USD 4,380.00, which came due 23 days ago. We know September is a busy month; could you let us know when you can schedule the payment? Thank you, as always, for your trust.

  4. Analyzes and charts

    Understand your numbers without building a spreadsheet

    It takes what you billed, what you collected and what is still to collect straight from your CRM, draws the conclusions and makes the chart.

    You: How are collections going this month compared with August?

    Claude:

    In August you collected USD 131,655.30, and September is at USD 57,329.85 with nine days to go.

    Most of the gap is two overdue invoices: #2041 from Grupo Almendra and #2036 from Marea Estudio, which add up to USD 23,280.00. If they come in this week, September closes above USD 80,000.00.

  5. Answers with what your company knows

    Answer like the person who knows your company best

    It searches your knowledge base, answers with your own policies and tells you which document each point comes from.

    You: A client wants to cancel a week after signing. What do we refund?

    ChatGPT:

    If the work has not started yet, you refund the full deposit: it falls within the 15 days the policy allows. If it has started, the refund is worked out on the hours that were not worked.

    Account coordination approves the request, it is answered within two business days, and the refund is issued as a credit note.

    Source: “Refund and cancellation policy”.

  6. Builds presentations

    Walk into the partners' meeting with the deck ready

    It pulls the quarter's figures from your CRM and hands you the file ready to present, with one slide per topic.

    You: Put together the quarter's summary for the partners' meeting, in five slides.

    Claude:

    Here it is, in five slides:

    1. What we collected this quarter: USD 313,797.75, month by month
    2. What is still to collect, and who owes it
    3. The seven proposals out, for USD 214,900.00
    4. The 22 active projects: 16 on track, 4 at risk and 2 running late
    5. Three decisions for the meeting
    Quarter summary.pptxPresentation · PPTX

A working day with your AI connected

Five requests from an ordinary Monday at Estudio Norte, and what the AI answered each time. None of them needed a CRM screen opened.

  1. What do I have today?

    Good morning, Elena. You have two meetings today: the weekly team meeting at 9:00 and the call with Grupo Almendra at 11:30.

    The accessibility review for their portal is due today, and you have one unread alert: their invoice #2041, for USD 18,900.00, is 12 days overdue. Worth bringing up on the call.

  2. Move Vértice Legal to Negotiation and note that we send the proposal on Friday.

    Done. The Vértice Legal opportunity, for USD 46,500.00, is now in Negotiation, and its next step is set for Friday the 25th: send the proposal. Shall we put it together now?

  3. Put together the proposal for Vértice Legal with our website service and a 10% discount.

    I left the proposal as a draft: “Corporate website build”, USD 9,800.00, which comes to USD 8,820.00 before tax with the 10% discount.

    Nothing goes out until you review it and send it from Proposals.

  4. Which clients are at risk right now?

    Two, for the same reason: they owe you money and their project is running late.

    • Grupo Almendra: #2041, for USD 18,900.00, is 12 days overdue, and the Client portal is at risk, with 2 tasks overdue.
    • Marea Estudio: #2036, for USD 4,380.00, is 23 days overdue, and their project PRJ-0119 is behind schedule, with 3 tasks overdue.

    I would start with Grupo Almendra: it is the largest balance, and you already spoke with them today.

  5. Save the summary of the Grupo Almendra call in their project and leave three tasks for tomorrow.

    Done. The summary is saved as a document in the Client portal project, with today's date. And these are the three tasks for tomorrow:

    • Marta: wrap up the accessibility review
    • Diego: get Thursday's phase review ready
    • You: confirm with Grupo Almendra when they will pay #2041

Your whole CRM, within your AI's reach

Your AI uses the actions your role allows, in every feature.

  • 318actions on your CRM
  • 99look up, search and analyze
  • 219create, change, schedule or import
  • 18features it reaches

What it does in each feature

With the same control as the rest of your team

Your AI brings no permissions of its own: it works with the role of the person who connected it. If that role changes tomorrow, so does what it can do for them.

Every change appears in Agent activity and on the record it touched, with who asked for it and which connection it came through. From there you undo one change, or everything it did in one request; what cannot be deleted, like a payment, is corrected with an offsetting entry.

See how changes are reviewed and undone

Connect it in three steps

No coding and nothing to install. It works with ChatGPT, with Claude and with other assistants that accept custom connectors.

  1. Copy the Connection URL

    In AgentticCRM, open My agents in your profile and copy the Connection URL.

  2. Paste it into ChatGPT or Claude

    Add it as a custom connector. It brings you back to AgentticCRM to confirm.

  3. Confirm and start asking

    You confirm once and you are done. In My agents you see when you last used it and disconnect it in one click.

Guides to get the most out of it from day one

Three short reads to connect your AI, know what to ask it and turn your CRM into your company's memory.

Questions about ChatGPT and Claude in your CRM

Does my AI keep doing what it already did?

Yes. It keeps researching, reading your files, writing and analyzing as always. Connecting it to AgentticCRM adds your clients, projects and invoices, and lets it act in your CRM within your role's permissions.

Do I need to know how to code?

No. You copy an address, paste it into your ChatGPT or Claude and confirm. The rest is conversation.

Does it work with other assistants?

Yes, with any assistant that accepts custom connectors, also called MCP connectors. ChatGPT and Claude are the most widely used.

Can it see what my role does not allow?

No. It works with your user's permissions and no others. If a person cannot see the invoices, neither can their AI.

What if it gets something wrong?

You see it in Agent activity and undo it: one change, or everything it did in that request. Anything that cannot be undone waits for someone on your team to approve it.

How the AI's changes are reviewed
How is it different from the AgentticCRM Assistant?

The Assistant lives inside the application and proposes every change before making it. Your ChatGPT or Claude works from wherever you already chat and carries out the work, with everything recorded so you can review it afterwards. You can use both.

Meet the Assistant
Where does the conversation stay?

In your ChatGPT or Claude. AgentticCRM keeps what was changed, who asked for it and when.

How many things can it do in my CRM?

More than 100 actions across 18 features: some look things up and analyze, and most create, change, schedule or import. It uses the ones your role allows.

Connect your AI and ask it about your week

In a demo we connect it to a sample organization and ask it for what you ask your team today: the week's summary, the clients at risk and the proposal going out on Friday.

Request a demo See plans and pricing

Prefer to explore on your own? Work out your current costs, see how the Assistant works or use the CRM evaluation guide.

Create your organization online and try it for 14 days, no card required.