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Sales.
The whole account, before every call.

Turns your CRM into answers: pipeline, risk and call prep. It joins the CRM with billing and support, so reps see everything before they dial.

For

RepsSales managerOwner
Connects with HubSpotPipedriveGoHighLevelSalesforceZohoQuickBaseStripeQuickBooksHelp deskCalendarGmail / Outlook + and more
What it can do

Twelve things it can look up across your pipeline.

Each line below is a tool: one specific job Claude can do in your systems, like pulling a report or looking up a customer. Your team never types these names. They ask in plain English, and Claude picks the right tools by itself.

You ask“Which deals might slip this month?”
Claude usesdeals_at_risk
You get4 deals with no activity in 14+ days, from HubSpot
What your team can ask forTool name
Deals by stage, owner and valuepipeline_snapshot
What's expected to close this perioddeals_closing
No activity in N days, or a slipping close datedeals_at_risk
Contacts, open deals, billing, open tickets, last touchaccount_brief
A person and their historycontact_lookup
Calls, emails and meetings on a deal or contactactivity_log
Weighted forecast with your stage probabilitiesforecast
Rep results by period and metricrep_leaderboard
Why deals were won or lostwin_loss
Which lead sources produce closed revenuelead_source_performance
Leads nobody has touched in N daysstale_leads
Writes back to the CRM, each confirmed by the replog_note · create_task · update_stage
Skills & commands

Skills · what Claude learns

Call prepA fixed brief: who, history, open deals, risks, suggested agenda.
Follow-up styleBuilt from your best real follow-up emails.
Pipeline definitionsYour stages, probabilities and qualification rules.
Pipeline reviewThe format for your weekly sales meeting.

Slash commands · weekly jobs

/call-prepBuilds the brief for the next meeting on the calendar
/follow-upDrafts a follow-up email after a call
/pipeline-reviewRuns the weekly review
/forecastShows the weighted forecast for the period
/stale-leadsLists untouched leads with suggested next steps
Guardrails

Right deals, right people

Reps see their own deals; managers see the team.

Confirmed writes

No bulk updates and no deletes.

Your price book

Prices and discounts only from it.

Getting started

What we need from you

CRM admin access
Stage definitions and probabilities
Rep roster with roles
Three or four follow-up emails you consider great

Add-ons

Replied-but-unanswered alertsProspects who wrote back and got no reply.
Call recording summariesGong or Fathom.
Lead scoringRanks new leads by fit and intent.
Monday digestThe pipeline review, delivered every week without asking.
Other packages
01 Finance — your books, in plain English 02 Customer service — the right SOP, reply and order in one step 03 Marketing — everything on brand, built from what performed

See it prep your next call. Book a call.

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