CRM for Claude
Ask Claude. It answers from your CRM.
Connect PromptLab to Claude once. Then ask about accounts, quotes and meetings — and have Claude log the follow-up for you.
Sending takes you to sign in to PromptLab, where your CRM answers.
One chat, from question to follow-up
Reads your pipeline
Which accounts with an open quote haven't heard from us in 30 days?
PromptLab · searched accounts and quotes
Three: • Vardon Coatings — Q-1042, 2 t TiO₂ blend, sent 34 days ago • Norvik Polymers — Q-1038, no reply since 19 Aug • Aster Resins — Q-1051, waiting on revised pricing
Remembers the meeting
What did Ravi at Vardon ask for on our last call?
PromptLab · read meeting summary
On 12 Aug Ravi asked for faster CoA turnaround and a price for 5 t next quarter. You promised the pricing by the end of the month.
Drafts the quote
Draft that quote: 5 t of the TiO₂ blend at the same price per kg.
PromptLab · created quote Q-1063
Draft Q-1063 is on Vardon Coatings — 5 t at $9.20/kg, $46,000. It's saved as a draft for you to check.
Logs the next step
Add a task for me to send it by Friday.
PromptLab · created task
Done — “Send Q-1063 to Ravi”, due Friday, assigned to you.
Set up in a minute
In PromptLab, open Settings → Apps → Claude. Paste the address into Claude’s custom connector. Sign in and approve — done.
Frequently asked questions
How does Claude connect to PromptLab?
Through PromptLab's MCP server, which you add in Claude as a custom connector. You sign in to PromptLab once and approve access.
Can Claude change the CRM, or only read it?
Both. Claude can create and update accounts, contacts, leads, quotes, tasks and notes. It cannot delete records or touch billing, roles or users.
Which PromptLab plans include MCP?
Every paid plan — Basic, Professional and Enterprise. Bulk create and update tools need Professional or above.
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