Save to Sell

Save to Sell is a sales tracker built by actual B2B sales reps, for B2B sales reps. Connect it and Claude works your Sales Tracker with you in plain words.

Find who's ready to buy with the S2S SWEEP. Tell Claude what you sell, where you sell it and who buys it, and it saves your sweep. Say "do my sweep" and Claude digs past LinkedIn into public bid boards, permits, job postings, company news and building records. It brings back companies with a dated reason to buy now: what changed, the source and its date, a likely contact and a first touch. Every find waits in your Review list in Save to Sell until you add it to your tracker or skip it. Save it as a scheduled task in Claude and it runs every morning on its own.

Add leads the way you like to work. Type it, say it out loud, or share a picture of a business card or a LinkedIn profile, and Claude adds the lead. Save to Sell catches duplicates and keeps old phone numbers and emails in the notes. In the app, bring in screenshots, business cards or a big Excel, CSV or PDF list.

Ask who to reach today, and Claude lists who's due with the next step, phone and email for each. Every lead starts with 7 touchpoints (two emails, a LinkedIn connect, a call, a letter, a drop by and a break up email) that you can rename, reorder or change. Tell Claude what just happened, like "left Dana a voicemail, she said call back Tuesday," and it checks off the step and sets the next date.

When it's time to write, Save to Sell's own writer drafts the next email, follow up, LinkedIn note, letter or call notes from your Sales Summary, your swipe file and what it knows about the lead and the company, so it sounds like you. Drafts wait on the lead with a button that opens them in your email app.

Claude can't delete leads, see your plan or payments, or send anything for you. The connector works on every Save to Sell plan, Free included.