<aside> 📡
A CRM that Claude runs for you. Notion holds the data. Claude is the person operating it. You tell Claude what happened ("sent these five", "she replied", "call went well, she wants a proposal") and Claude updates the records, logs the touch, sets the next follow-up date, and tells you who to contact next with a draft ready. You send the messages yourself.
</aside>
Start here: set it up in 15 minutes
Playbook (Claude reads this first)
What it replaces, and what it doesn't
Moving in: import your contacts
One row per person. Switch views with the tabs: pipeline board, follow-ups due, signals, warm network, prospect pool, deals, lost & nurture, partners. Filled with invented example companies (emails end in .example) so you can see it work. Clear them when you're ready.
One row per touch, linked to the contact. The Week column fills itself; the 📈 tab is your weekly scoreboard.
Requests you sent for a reason (a comment, a post signal). Keeps the reason until they accept, then they move into Contacts.
Built by Mo Sakr · The AI Business · October 2026