LotsCRM

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.