Just tell it what happened.
Every CRM asks you to feed it. Log the call, update the stage, add the note. Small teams feel this hardest, since there's rarely anyone whose job it is to keep the data clean. So the CRM slowly drifts out of sync, people stop trusting it, and six months later you're back on a spreadsheet and a good memory.
Included on the Pro plan
Placeholder — Video (full length): the core loop, live, a real question asked and answered, the CRM updating in response
You don't go to the CRM to update it. You tell it what happened.
The data stays true because nobody has to remember to update it, so the agenda, the pipeline, and the forecast are finally worth trusting. That accuracy just happens, as your team talks to Claude, ChatGPT, or Gemini the way they already do.
What people ask it to do.
Know where I stand
you: “What's in my pipeline this month?”
$186k across 14 deals. 3 are past their expected close date: Acme Co, Northwind, and Bluebird.
Give me my day
you: “What do I need to do today?”
4 tasks due, 2 overdue. Northwind's proposal follow-up is 3 days late. You've also got a call with Acme Co at 2pm.
Take the admin off me
you: “Log that call, move Acme to proposal, and remind me Friday.”
Done. Call logged on Acme Co, deal moved to Proposal, follow-up task set for Friday.
Finish the actual work
you: “Build a quote for Acme, three seats at $45, and generate the PDF.”
Quote created: 3 seats at $45/mo, $135/mo total. PDF generated and attached to the deal.
However your team already works
Claude, ChatGPT, or Gemini, take your pick, and switch anytime. Setup takes a few minutes.
claude.ai → Settings → Connectors
- 1
Open claude.ai/settings/connectors, or click Settings → Connectors in the Claude Desktop app
- 2
Click Add custom connector
- 3
Name it Clayto and paste your workspace's MCP server URL
- 4
Click Connect and sign in to Clayto
- 5
Click Allow, then just ask Claude about your pipeline
Connectors
Clayto
Remote MCP connector
Remote MCP server URL
https://mcp.clayto.io/acme-inc CopyConnect to Claude
Allow MCP access?
Claude is requesting access to Clayto, scoped to your role and permissions.
This runs on MCP, the open standard for connecting AI to real data, so it works the same way no matter which of the three you pick.
Ready when you are
See it work on your own pipeline
Connect the AI tool your team already uses and ask it something real. No new interface to learn.