i’ve been messing around with using ChatGPT as a lightweight CRM / booking manager.

the set up I came up with: client data in Airtable, bookings to Google Calendar, Gmail for email. The nice part is obvious pretty quickly - instead of opening three tools aeparate apps and hunting around, I can just ask things like “who’s booked this week?”, “prepare a booking update”, “update their record”, “draft a follow-up”, “<client name> sent the deposit” etc.

But I didn’t really trust was the state of everything after a few changes. Say, a client reschedules over email, then I update the calendar event, then something gets updated in Airtable. at that point I want to know which system is actually right, whether all three match, and whether ChatGPT missed anything along the way.

once I started thinking about how to make that reliable, I ended up adding rules, checks, confirmations… which is basically the boring CRM stuff I was trying to avoid in the first place.

so TLDR: I wouldn’t use ChatGPT as the actual CRM. but as a lightweight CRM interface or booking manager sitting on top of the real systems, it actually makes a lot more sense to me.

wrote up the whole thing here if anyone’s interested: (apparently cant post it in the body, will try comments)