I've got claude hooked into mine. It fills my lead list, logs my calls, tells me which leads are worth following up w etc.. Everyone else is busy building their own internal models. I built mine on the back of claude.

curious if anyone else is running their crm through claude or chatgpt, and what you let it do. just read, or actually write to it?

I’m building a Business Management OS that helps businesses manage CRM, leads, quotations, invoices, payments, bookings, operations, finance, marketing, analytics and more — all in one place.

I am giving this OS for free 5 business

I run a construction estimating/supplementing company with about 7-10 total clients and would really like to scale, but the disorganization from the lack of a CRM has started to make my life difficult.

I’ve been desperately trying to find a new CRM that will help me with Project Management and there are a few different things that I need it to perform.

I’ve been looking for something that offers two way Quickbooks integration, unlimited users, and an easy to follow UI.

I looked into SuiteDash but the learning curve was a little too steep and I unfortunately don’t have the time to train my contractors, as well as employees how to use it in a timely manner.

My workflow goal was to have my clients create a job, add all of the documents, contracts, photos, or other information needed and then push a request for work over to me, where I can then divy up the projects to my employees and the client who created the job/project can follow our progress throughout its life so that they are constantly updated/informed at all times. I’d like for it to be able to send emails and receive emails and for me to have the ability to send invoices & receive payments (with the above mentioned Quickbooks integration).

I apologize for the long post, but I’m desperate to find a good fit with how many options are out there. Would anyone have any recommendations?

This is a weekly post for you to let out about something which happened this week for you in CRM that mattered: features, client requests that were either great or awful this week, and just generally chat CRM / CRM consulting chatter.

No self promo, just a place to share tales from the front-line of CRM!

From my POV, the next step for SaaS is not a better dashboard. It is the possibility to operate from chat (and then with voice in the near future)

For twenty years, every CRM product has had the same shape: log in, click through menus, fill forms. Then AI arrived, and most big players were eager to add AI features and ended up with internal chatbots, summarisers, and some deal warmth calculations.

Now some big CRMs figured out users got used to ChatGPT, Claude, Grok chats, and just don't want to come inside their interface anymore.

I've already posted about our completely free (no paid plans) CRM previously, and now we've made the next step: transformed it into an AI-native platform. You have both classic UI and the ability to run it through plain text via LLM chat (even with a local one, so you don't need to pay for tokens)

How it works:

1. The CRM ships a native MCP server. MCP is the open protocol Claude, ChatGPT and Grok use to call tools in outside systems. Ours exposes 91 tools and 5 ready-made prompts, all scoped to your workspace, all writing to the same database the web app uses. No middleware, no Zapier, no second source of truth.
2. You add crm2crm as a connector. In Claude or ChatGPT that is one URL and an OAuth sign-in. In Grok it is a short form.
3. Then you talk to your pipeline in plain test. "Show me every deal stuck in negotiation for two weeks, add a follow-up task to each, and write a one line reason." The model reads the deals, creates the tasks and writes the notes. It does the work in the CRM instead of handing you a paragraph to copy somewhere.
4. You can add AI agents to perform different tasks, integrate it with outreach tools, like one of our users did with a network of 5 agents inside the CRM.

Search, people, deals, stage moves, notes, custom fields, inbox triage, lead scoring, web research, analytics. Every verb the CRM has, from a chat window.

What it costs: nothing. The built-in AI (lead scoring, account overviews, research agent) runs on your own OpenAI, Anthropic or Groq key, so there is no per-seat AI fee and your records never leave your contract with your model provider. Or run it with your chat, so within your regular subscription. If you need LinkedIn in it, the Ln2CRM extension saves any profile and log messages into it in one click.

One early appreciation signal: Google's AI Overview already cites crm2crm when people search for a 'free AI-native CRM' and about 80 registrations with ~20 active organizations.

P.S. When users came in, they found out a couple of dozen bugs or logic flaws. So now we are proud of its consistency and stability

Try it without an account: https://crm.ln2crm.com/.

P.S. There is a demo workspace. Can't demo chat capabilities w/o Oauth

A prospect is trying to choose between Monaco and Attio and personally I'm a big fan of Attio and have been using it for my agency's operations and for clients.

Monaco claims to be more "agentic" and "AI-native" but also thought the founder's video looks like a bag of bull, so I'm not so convinced.

Anyone with experience in it?

[ Removed by Reddit on account of violating the content policy. ]

A lot of small businesses run their actual sales conversation through WhatsApp, not their CRM. The contact info might be logged somewhere, but the back and forth that actually decides if someone buys happens entirely in the chat, disconnected from everything else.

So a lead replies, nobody follows up for a day or two because it wasn't visible to whoever was supposed to catch it, and by the time someone checks, the person's already moved on.

Is this just accepted as normal, or does anyone have an actual workflow that keeps WhatsApp conversations visible and tied to a CRM record without a ton of manual copy-pasting?