Ann IA Sales

Ann IA Sales is the sales management platform for coaching, education and high-ticket businesses that sell through calls. It tracks every lead from the booked call to the last installment, verifies payments, and shows each closer's performance.

With this connector, Claude reads your Ann IA Sales data and answers questions about your business in plain language:

• Monthly summary: cash collected (verified payments, net of refunds), booked calls, show-up rate, closes and close rate, broken down by closer.
• Leads: search by name, email, phone, status or closer, and open a full lead card with deal, payments, pending installments, notes and AI call analyses.
• Payments: any period, with method, closer and verification status.
• Calls: today, this week or this month, with pre-call, reminder, attendance and outcome.
• CRM tasks: pending, overdue and recently resolved tasks per team member.
• Team: members with their role and position.

With your confirmation, Claude can also act: add a note to a lead, change its status, reassign it to another closer, record a payment (it stays pending verification, as in the app) and resolve or reschedule a CRM task. Every action shows a preview first and is only saved after you confirm; each change is logged in the Sales audit trail under your name, marked "from Claude".

Claude sees exactly what you see in the app: closers and setters get their own data, directors and admins get the whole business. Users with several businesses choose which one to work on. Sign-in uses your Ann IA Sales account through OAuth; Claude never receives your password.