Coming soon
AI connectivity
Connect your AI assistant to your CRM data
Connect Claude or another AI assistant to the platform through MCP to query your data, take actions and pull reports just by talking to it. Included in paid plans.
Query your data
Ask about clients, opportunities or quotes in plain language.
Take actions
Ask the assistant to act on the CRM without going screen by screen.
Reports on demand
Get the report you need right away, without building it by hand.
Your assistant, not a new one
Use the one you already have. The connection uses MCP, the open standard for connecting AI assistants to other tools.
Tell us what you need
We reply within 24 business hours with a proposal for your company.