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CRM

A CRM you never type into

Claude or ChatGPT logs every contact, email, reply and meeting for you, so you always know where each deal stands.

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One record of every account

It fills in from Sales Engagement and from what Claude or ChatGPT finds through its own Gmail, Outlook and calendar connectors.

  • People and companies, with every field Claude or ChatGPT saves
  • Deals, with stage, value and close date
  • Tasks and notes
  • Every email sent and reply received
  • Meetings Claude or ChatGPT finds on your calendar
claude.ai/cowork/cse_01GMy8QgqA0EcSyegqQoUSC6is
What's happened with Ledgerly this month?

LeagueBootsGet CRM records

DateTypeWhoWhat happened
Oct 2EmailDanaFirst email: “After the Series A”
Oct 6ReplyDana“Could we talk next week?”
Oct 9CallDana, Ravi5 reps live by December. Deal opened at $18,000 a year.
Oct 10ContactRaviAdded Ravi Shah, CFO, from the call invite

Next step: send pricing to Dana and Ravi by Friday, October 17.

See any account at any point in time

Every change is kept as its own entry and nothing is overwritten, so you can see an account as it was on any past date.

  • Ask what changed, when, and what caused it
claude.ai/cowork/cse_01aK6sa0qqOS84MgUUYygQiCiw
What did the Ledgerly deal look like on October 1?

LeagueBootsSearch the CRM

On October 1 there was no deal yet.

FieldOctober 1Today
StatusTarget accountOpen deal
ContactsDana WhitfieldDana Whitfield, Ravi Shah
EmailsNone sent1 sent, 1 reply
DealNone$18,000 a year, call held

Work where you already are

See your pipeline in views inside Claude and ChatGPT, or in a lightweight web app.

  • No seats to buy, so everyone on your team sees the same pipeline
  • Unlimited records, free to store, read and write
claude.ai/cowork/cse_01sGSySwiIOEEgki0iQWSckQoM
Show me my pipeline.

LeagueBootsTotal CRM records, Search the CRM

10 open deals worth $96,000 a year. The furthest along:

DealStageValueNext step
PaybridgeProposal sent$24,000Follow up Oct 20
LedgerlyCall held$18,000Send pricing Oct 17
StackwiseCall held$9,600Demo Oct 22
ClearfundReplied$7,200Book a call

The other six: one more at Call held and five at Replied.

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