Category Hub
CRM Records apps and integrations
CRM Records apps let AI assistants search and summarize contacts, companies, deals, activities, notes, tasks, and pipeline data from connected workspaces. Compare whether each integration can create or update records, automate follow-ups or outreach, surface analytics, and enforce the permissions or write controls your team needs.
381 apps
Top crm records apps
Open full directory →Finance
Hyperline
By Hyperline
Connect ChatGPT to Hyperline to manage quotes, invoices, subscriptions, customers, products, pricing, taxes, wallets, and revenue data. Use it to answer billing questions, inspect customer context, monitor revenue, and perform safe billing workflows from your Hyperline account.
Tools: 333
Business & Operations
Amperity
By Amperity, Inc.
Connect ChatGPT to your Amperity customer data platform. Query unified customer profiles, investigate identity resolution, build and activate segments, monitor workflows, and manage campaigns, journeys, orchestrations, and predictive models using your existing Amperity permissions.
Tools: 287
Sales-And-Marketing
Hapee
By Hapee
Hapee is an all-in-one CRM and marketing platform for small and mid-size businesses. The official Hapee connector lets you work on your Hapee account in plain language: find and update contacts and companies, move deals through your pipelines, book and reschedule appointments, reply to conversations and send WhatsApp templates, build forms and connect their fields to CRM properties, create landing pages, funnels and multi-page sites with Hapee's block editor (and publish them on your domain), write blog posts, and build, test and send email campaigns. You sign in with your own Hapee user. Claude gets exactly your permissions (your role, your permission profile, your active modules and your subaccount) and nothing more. Read-only access is possible by declining the write permission at consent. Anything that reaches the outside world (sending a message, a quote or a campaign, publishing a page, pointing a domain) is marked so Claude asks you first. You can disconnect at any time from your Hapee profile. Requires a Hapee subaccount on a plan that includes the AI assistant connection (Plan Pro).
Tools: 240
Business & Operations
OmceanBooking
By Michael Westman
OmceanBooking lets authenticated business staff search product help, inspect business data, and make a reviewed set of administrative changes permitted by their role. Connections are bound to one selected business. Users can grant read-only or read/write access; write tools require confirmation and are independently validated by OmceanBooking. The dedicated customer health field cannot be read or edited through this connector. Financial, access-control, free-form messaging, and other high-risk changes are not exposed; reviewed booking and publication actions may send their documented customer notifications.
Tools: 229 · Prompts: 3
Finance
Findash
By FinDash, Inc
FinDash helps financial advisors work with their authorized client and firm data in Claude. Search contacts and client records, prepare meeting briefs, review financial snapshots and cash flow, find notes, documents, emails, and transcripts, and manage tasks, opportunities, and workflows. Access follows each user’s FinDash permissions. Connect with a FinDash advisor or firm admin account using OAuth.
Tools: 209
Sales-And-Marketing
Supersei CRM
By Supersei
Supersei is a sales CRM for teams that live on WhatsApp and the phone. This connector lets Claude read and run your Supersei workspace on your behalf, as you, with exactly your permissions. Ask in plain language and Claude does the work: find leads that have gone quiet, open a lead's full timeline, create or update leads with your custom fields, move pipeline stages, assign owners, add notes, schedule follow-up tasks, book or move meetings, place a call from your CRM number and log the outcome, send a WhatsApp message or email to a lead, reply in the shared inbox, and read reports, forecasts and your own numbers for the day. Managers get ready-made standup, end-of-day and weekly reviews. Marketing can preview an audience, prepare a WhatsApp or email campaign as a draft and launch it only after confirming the exact count. Admins can manage pipeline stages, custom fields, scoring rules, roles, users and workspace settings. Safety is built in. Claude signs in with your Supersei email and inherits your role: an agent sees their own leads, a manager their team, an admin the organisation. Single sends and bookings show the exact text or slot first. Bulk actions are prepared as drafts and need a confirmed count. Deletes are two-step and lead deletes go to a recycle bin. Every change appears on the lead timeline with your name. Disconnect at any time from Claude or from Settings > API keys. Works with any Supersei plan, including trials.
Tools: 198
Business & Operations
lemlist
By lemlist
lemlist is a sales engagement platform for running multichannel outreach across email, LinkedIn, calls, WhatsApp, and SMS from a single sequence. Campaigns and sequences: create campaigns, draft and preview personalized multichannel sequences step by step, set up A/B variants and AI-generated variables, validate a campaign before launch, and start, pause, or resume it. Leads and prospecting: search your existing campaign leads, add or import leads, update their data and custom variables, and search the lemlist leads database to build new lists. Enrichment tools can look up a lead's professional email and phone number, individually or in bulk, using enrichment credits from your plan. Signals and watch lists: build watch lists that track buying signals on companies you care about, browse the signal library, and turn a watch list into a campaign. CRM and contacts: create and update contacts and companies, organize them into lists, import them from CSV, and push campaign leads into your contact database. Conversations and activity: read your unified inbox, follow up on conversations, reply to a lead, review call activity and outcomes, and work through your task list. Deliverability and sending infrastructure: check the deliverability and DNS health of your sending domains, review and configure DNS records, run a deliverability audit and inbox placement tests, and connect, test, and manage the mailboxes you send from. Reporting: track how campaigns perform with detailed stats and reports across channels. Account: review your team, users, sending settings, unsubscribe list, and webhooks. All actions run on your own lemlist workspace with your own data, using the permissions granted to the connected account.
Tools: 168 · Prompts: 3
Commerce-Shopping
SuperProfile
By SuperProfile
SuperProfile is the platform creators use to sell what they know: digital products, payment pages, courses, locked content, lead magnets and webinars, plus Instagram and Messenger DM automation to turn comments and DMs into sales. This connector lets Claude operate your SuperProfile account on your behalf. Products and learning: list, read, create, edit, duplicate, publish, unpublish and delete digital products, payment pages, courses, locked content, lead magnets and webinars. Manage curricula, assessments, bump offers, store placement and product emails. Upload covers and delivery files. Auto-DM: list your Instagram posts and Messenger Page posts, prepare and save DM automation drafts, activate, pause, duplicate or delete automations, and read diagnostics. Analytics and data: read sales, customer lists, lead responses, webinar attendance and Auto-DM run and click counts for explicit date ranges. Export bounded CSV snapshots. How access works: you sign in to SuperProfile and choose exactly which permissions to grant, per product family and per action (read, write, publish, delete, customer data). Every change is prepared as a preview and saved as a draft first. Publishing, activating automations and deleting require their own permissions. The connector never moves money, never sends a message on its own, and never exposes payment, Meta or provider credentials. Revoke access any time from your SuperProfile settings. Requirements: a SuperProfile creator account. Instagram and Messenger features need a connected Meta account. Product features do not.
Tools: 165
Developer Tools
Suger
By Suger Inc.
Suger is the cloud go-to-market platform for software companies selling through the AWS, Azure, and GCP marketplaces. This connector gives Claude secure, OAuth-authenticated access to your Suger account so you can run marketplace operations in natural language. Capabilities: • Products & offers — create, update, and publish public and private offers and offer sets across AWS, Azure, and GCP. • Buyers & contacts — look up and manage buyer accounts, contacts, and credit wallets. • Entitlements & subscriptions — inspect, approve, cancel, and adjust entitlements and entitlement terms. • Usage metering & billing — report and validate usage records, manage billable metrics, and configure metering. • Revenue — query unified revenue records, daily revenue, and revenue reports across all connected marketplaces. • Co-sell — create, update, validate, and sync co-sell referrals with AWS ACE, Azure Partner Center, and GCP, and view co-sell dashboards. • Support & notifications — create and manage support tickets and review notification events. • Knowledge — search AWS, Azure, GCP, and Suger marketplace documentation. All actions run against your own Suger account using your existing permissions. Read-only tools (lookups, lists, reports) run without a confirmation prompt; tools that create, modify, or delete data always ask for confirmation first.
Tools: 140 · Prompts: 2
Productivity
Wattwin
By Wattwin
Conecta Claude con tu cuenta Wattwin para consultar y operar sobre los datos de tu negocio directamente desde la conversación. Qué puedes hacer: - Procesos y tareas: buscar instancias de proceso y tareas; consultar etapas, formularios, hitos y actividad; completar tareas; crear tareas; cambiar etapas; crear notas y respuestas; actualizar campos y propiedades personalizadas; generar y subir documentos. - CRM: buscar contactos y empresas; obtener ficha completa de compañías. - Documentos: buscar documentos y plantillas; consultar contenido y versiones. - Ecommerce: buscar productos, pedidos y catálogos; consultar precios automatizados. - Tableros, soluciones y actividad: buscar tableros, soluciones y actividad transversal del dominio. - Correo: buscar correos y plantillas; redactar, enviar y vincular mensajes a procesos.
Tools: 138
Business & Operations
Alaz
By Alaz
Consulta y avanza tu embudo comercial de Alaz desde ChatGPT. Identifica tu cuenta y tus empresas, busca oportunidades, clientes, leads, facturas y tareas, consulta el detalle de oportunidades y cotizaciones, crea oportunidades nuevas y muévelas de etapa cuando lo pidas. Las respuestas pueden incluir tu nombre y correo, información fiscal y de contacto de clientes y leads, y datos comerciales de los registros consultados, según tus permisos. Las únicas escrituras son crear una oportunidad y cambiarla de etapa: la integración no elimina registros, no envía mensajes ni correos y no realiza pagos.
Tools: 128 · Prompts: 2
Financial-Services
Bazaro
By Bazaro
Bazaro connects Claude to your restaurant's back office. Ask about supplier invoices, spending, recipes, stock and sales in plain language — or let Claude do the work. InvoiceIQ: find supplier invoices, see what is waiting for your approval, approve or reject them, and analyse spend by supplier or article, price changes over time and outstanding payments. KitchenFlow: search products and recipes, build and cost recipes, manage allergens, record waste and run stock counts. Purchasing: search your suppliers' catalogues, build purchase orders and send them to suppliers. Sales analytics: sales per article by day, week or month, by storage or channel, and a Boston matrix of your menu. Contracts and e-signatures: find and manage supplier contracts, and send contracts for signature. Claude only ever works within one company you choose when connecting, and never gets more access than your own role in Bazaro. Actions that change data ask for confirmation first; sending an order or a contract reaches people outside Bazaro and cannot be undone. Requires a Bazaro subscription with the AI module enabled.
Tools: 126
Productivity
Spoki
By Spoki
Spoki connects ChatGPT to the Spoki staging account so users can inspect contacts, campaigns, tickets, lists, templates, automations, and CRM records, then perform supported Spoki workflow updates through the MCP tools.
Tools: 122
Business & Operations
Perfex CRM
By Themesic Interactive
Perfex CRM connects ChatGPT to your own self-hosted Perfex CRM, so you can look up and update your business records in conversation. What you can do: - Search and read customers, contacts, leads, invoices, estimates, proposals, credit notes, payments, projects, tasks, milestones, tickets, contracts, expenses, items and staff. - Read an invoice or estimate with its line items, or a support ticket with its replies, and get a summary. - Create and update records, for example add a lead, draft an estimate, record a payment or add a checklist item to a task. Sign-in: when you connect, you enter the web address of your Perfex CRM and an API token created in Setup > API > API Management. ChatGPT gets exactly the permissions of that token, so you decide what it can see and change. Tools that delete records, overwrite fields or may email your customers are marked so that ChatGPT asks for your confirmation first. Your data: the connector passes requests between ChatGPT and your CRM and does not store your CRM data. Your CRM address and token are kept encrypted only to keep you connected; disconnecting revokes access, and deleting the token in Perfex CRM stops it immediately. Requirements: a self-hosted Perfex CRM reachable over https, with the REST API for Perfex CRM module by Themesic Interactive installed, licensed for that CRM's domain, and its MCP server enabled in Setup > API > Settings. Without the module the plugin cannot access your CRM. Limitations: the plugin works only with the one CRM you connect, within the permissions of your token. It does not process card payments and cannot reach CRMs on private networks. Perfex CRM is a trademark of its owner. This plugin is published by Themesic Interactive and is not affiliated with the makers of Perfex CRM.
Tools: 121 · Prompts: 3
Business & Operations
Faraday
By Faraday, Inc.
Connect an AI agent to your Faraday account to ingest customer-supplied person-level data, use Faraday's consumer data, resolve identities, build audiences and models, and deliver person-level fields and predictions to your destinations.
Tools: 119 · Prompts: 3
Business & Operations
Hanna CRM
By Ateities IT, UAB
Work with your Hanna CRM records directly from ChatGPT. Hanna CRM is a customer relationship management system for sales, service and finance teams; this plugin connects ChatGPT to your own Hanna CRM workspace so you can find, read, create and update CRM records in conversation. Search and inspect customers, contacts, leads, opportunities, tasks, projects, tickets (with replies, notes and history), contracts, documents, objects, products, supplier orders, call history and financial records - invoices, pre-invoices, credit notes, payments and expenses - and look up the reference values your workspace uses (statuses, sources, stages, taxes, picklists, staff, roles). Create and update tasks, tickets, customers, contacts, leads, opportunities, projects, contracts, documents, objects, items, invoices, pre-invoices, credit notes, payments and expenses. Everything runs under your own Hanna CRM login: you see and change only what your role allows, in the workspace you choose when connecting. Creating or changing a record can send the notifications, webhooks or accounting exports your administrator has configured. Requests are logged for security auditing.
Tools: 115 · Prompts: 3
Business & Operations
xMatix
By xMatix Private Limited
Connect ChatGPT to your xMatix organization to find business records, analyze data, run saved reports and dashboards, and search platform knowledge. With organization approval and the required user permissions, create or update records and manage metadata, layouts, workflows, scripts and integrations. Sign in with your xMatix account and choose the organizations to connect. An administrator must enable External Assistants; write and setup access require opt-in. Access depends on connection scopes, organization settings and the permissions enforced by xMatix. Authorized automation and integration operations can change records and contact configured external services. Enter integration credentials in the authenticated xMatix application, not in chat.
Tools: 115 · Prompts: 3
Business & Operations
Advanza
By Advanza AI
Connect ChatGPT and Codex to your Advanza workspace to find and manage contacts, companies and deals, review campaign performance, and prepare marketing content. An Advanza account and workspace membership are required. Access is scoped to the workspace selected during sign-in. Reversible workspace changes can run directly under the default policy. Deleting or merging records and spending credits require confirmation. Sending, publishing, workflow activation, and destructive batches above 100 records require approval by a person in Advanza or on the approval card. Workspace settings can require approval for every change. Available operations depend on your workspace permissions and connected services.
Tools: 115 · Prompts: 3
Business & Operations
Settle
By Settle
Settle turns group indecision into action. Create a poll with 2–6 options, share the link, and get a settled answer — no accounts, no installs, no app store required. Tools: - create_poll — Create a new group decision poll with a question and 2–6 options. Returns a shareable settle.ink link that anyone can vote on instantly in their browser. - check_results — Check the current vote tally for any poll by its short code. See which option is winning, total votes, and whether the poll has settled. Voters tap a link, vote yes/no/maybe on each option, and results update in real time. No sign-in needed — for voters or for Claude users. Rate limiting uses anonymous guest tokens; no personal data is collected or stored. Built for the "where should we eat" moments — restaurants, movies, weekend plans, group gifts — any time a group needs to pick one thing and go.
Tools: 115
Business & Operations
Velaris Basic
By Velaris
Velaris Basic lets you access your customer data directly from ChatGPT, using plain language — no dashboards, no switching tabs. What you can do: Look up accounts and organizations — check health scores, churn status, ARR, lifecycle stage, and assigned CSM for any customer. Search contacts — find individuals by name, account, or role and review their details. Track risks and opportunities — surface at-risk accounts or open expansion opportunities across your book of business. Manage notes and tasks — read existing notes, create new ones, and update tasks tied to customer records. Who it's for: Customer Success Managers and CS leaders who want a faster way to access and update their Velaris data without leaving their workflow. Requires a Velaris account. Read and write access is governed by your Velaris role permissions.
Tools: 111
Business & Operations
Crono
By crono.one
Crono is the Sales Execution Layer for B2B revenue teams and AI agents. Its MCP server connects AI assistants to your sales workspace, bringing prospect data, CRM history, buying signals and sales activity into the context of every task. With read and write access, your assistant can help you: • Find and enrich prospects and contacts. • Review deals, identify stalled opportunities and prioritize follow-ups. • Manage multichannel sequences. • Use buying signals to identify relevant outreach opportunities. • Access sales analytics to understand team performance. Ask questions about your pipeline or take action using natural language. For example: “Review deals closing this month, flag those with no recent activity and draft re-engagement messages.” Works with MCP-compatible clients, including Claude, ChatGPT, Cursor and custom AI agents, so your team can work with Crono directly from the tools they already use.
Tools: 109 · Prompts: 3
Productivity
Bevado
By Bevado
Connect your Bevado account to inspect AI receptionist settings, prompts, workflows, CRM records, sequences, and calendar connections. Choose the organizations, agents, and permissions to grant. Available tools depend on your account and approved access. Configuration changes use a preview and approval step before commit. A Bevado account and MCP pilot access are currently required.
Tools: 108 · Prompts: 3
Productivity
Forecastable
By Forecastable, Inc.
Forecastable is a co-sell orchestration platform that turns partner ecosystems into pipeline your CRO can forecast and your CFO can defend. This connector brings your Forecastable workspace into Claude, so you can plan, execute, and measure partner motions where you already work. Most partner software manages relationships. Forecastable executes them. A PRM records activity that already happened, and overlap tools show you where partners intersect your accounts. Forecastable builds, deploys, and attributes the partner sales plays that produce pipeline. What you can do: Accounts and partners: Look up and update accounts, partners, contacts, and buying groups. Build and maintain relationship maps for target accounts. Partner plans: Create and track joint plans, goals, milestones, and tasks, so every partner commitment has an owner and a date. Pipeline: Create and update leads and opportunities, and see the partner activity behind them. Engagement analytics: Review communication analytics across partner accounts to see which relationships are active, which have gone quiet, and what needs attention. Outreach: Build Engage lists, templates, and campaign drafts, review the send queue, and read replies. Claude never sends on your behalf. Drafts load into Forecastable, where a user reviews, approves, and sends them from the platform. Meetings: Pull calendar events, transcripts, summaries, and logged action items from partner calls, then route those action items into the right plan. Example prompts: "Which partner relationships have gone quiet this quarter?" "Summarize yesterday's partner call and turn the action items into tasks." "What partner commitments are overdue this week?" Built for partnership leaders, partner managers, and revenue teams running co-sell motions. Requires a Forecastable account. Access follows your Forecastable permissions, and all outbound communication requires human approval inside Forecastable.
Tools: 108
Productivity
LeadTracker AI
By Swiftleads AI
LeadTracker AI offers free electronic signatures and document signing: send up to 20 documents for signing each month, with all signers included. Prepare PDF, Word and template-based agreements, place signature fields, and track signing status and evidence. Use it even if document signing is all you need. The permanent Free plan also includes 2,500 CRM records, unlimited deals and sales pipelines, follow-up tasks, three team seats, projects and task boards, and team chat. Schedule appointments with two booking event types and up to 300 bookings per month. Build two User Journey Forms for lead qualification with 100 included submissions per month and full attribution; extra submissions are still captured free. Import/export CRM data, customize document and booking-page branding with your logos, colors and fonts, and organize meetings through your own calendar provider. Team chat includes attachments up to 5 MB each and 250 MB per workspace per month. Native video hosting, recordings and AI meeting summaries require paid access. Get one developer API key and MCP access. No credit card is required and the Free plan does not expire. Collect agreement payments through your connected workspace Stripe account: one-time fees, recurring payments and payment schedules. Stripe account/webhook setup is required and Stripe processing fees apply. Non-billable document signing needs no Stripe setup. Connect Claude to work with authorized CRM, scheduling, forms, projects and collaboration records. Available tools depend on OAuth permissions, workspace configuration and entitlements. Document tools require document permissions; if signing or payment tools are absent from your connection, use the LeadTracker AI web app for those features. Calling, SMS, email campaigns, video, provider AI, enrichment and workflow automation require paid access. Review documents, recipients and requested changes before sending invitations, collecting payments or changing records.
Tools: 106
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