Livel

Livel is a CRM for small and mid-sized businesses that adapts to each trade: brokers, wealth advisors, real-estate agents, associations, craftsmen. Connect it to Claude to work on your CRM without leaving the conversation.

What you can do:

• Find any record by name and read its details.
• Analyze your data: deals won this month, clients without follow-up, pipeline value by stage.
• Create, update and delete records, such as contacts, companies and deals.
• Change your CRM's structure: add objects and fields, create table, board or calendar views, arrange the workspace navigation and dashboards.
• Save, publish and run workflows, find files and get download links, send an email from your connected mailbox.
• Read Livel's guides on building workflows and modeling objects, and your workspace's own procedures.

You choose which workspaces Claude may reach and with which rights when you connect; it never goes beyond your own permissions. Deletions, structure changes and sent emails are flagged as destructive so Claude asks you first, and every change appears in the workspace history. You can disconnect Claude at any time from Livel's settings (Connected assistants).