Overview
Stop typing up call notes in LotsCRM. Tell Claude what happened and it updates the contact in LotsCRM, moves the deal and sets the follow-up. Ask what to do today and it reads your LotsCRM pipeline and tells you. Try asking: - "I just met Priya from Bean Bros. Add her as a contact and create a 4,000 USD deal in Proposal" - "What's in my pipeline by stage, and what is it worth?" - "Brief me on the Bean Bros deal before my call" - "Log that I called Marco today and set a follow-up for Friday" - "Which follow-ups are overdue?" What you get: - No lead gets lost: contacts and companies with tags, consent and custom fields, found with one search across contacts, companies and deals - A pipeline that matches reality: create deals, move them between stages, and mark them won or lost with a reason - Follow-ups you will not forget: tasks tied to a contact, company or deal, rescheduled or completed as things change - A full history without the typing: calls, meetings, emails and notes recorded on the timeline - Ready for every call: a deal briefing with contacts, recent activity and open follow-ups, and a daily list of sales priorities - A fast start: import up to 100 prospects at a time and build custom pipelines - Teamwork: invite teammates to a workspace You stay in control. LotsCRM records what happened and what to do next. It never emails or messages your contacts, and drafts respect do-not-contact records. Inviting teammates needs your connection's Send permission, and removing members or changing roles needs Delete. Archiving is recoverable. Every change shows in your LotsCRM dashboard.
