AI Assistant

Meet Your AI Assistant. It Does the Work, Not Just the Talking.

Connect-CRM's AI assistant reads the full customer context and acts on it: updating records, organizing contacts, and drafting replies you approve before they send.

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14-day free trial on Scale, no credit card required

Tag everyone from the spring campaign and draft follow-ups for the deals that went quiet.

AI Assistant

24 contacts tagged Spring Campaign
8 quiet deals found, no reply in 14 days
6 follow-up drafts ready for your review

Drafts ready. Nothing sends without you.

Most AI Only Talks About Your Work

A chat window that answers questions still leaves you doing the clicking: copying replies over, updating fields, tagging contacts by hand. Connect-CRM's assistant works inside your CRM, so the answer and the action happen in the same place.

AI that only chats

Answers questions, then leaves the clicking to you
Replies copied and pasted between chat and CRM
No idea who the customer is or what stage the deal is in
Every suggestion needs manual follow-through

An assistant that acts

Updates records, tags, and pipelines right in your CRM
Drafts replies in your channels with full customer context
Sees the same data you do, nothing more
Acts only within the permissions you grant

What Your Assistant Can Do

Acts on Your Data

Create and update records, change tags, and filter contacts by asking in plain language.

Drafts You Approve

It drafts replies for Gmail, Outlook, WhatsApp, Facebook, and Instagram with full customer context. Sending needs your explicit go-ahead.

You Set the Limits

Three access levels: view only, edit and draft, or send. Change or revoke anytime.

Your Choice of AI

Works with the AI tools you already use, including Anthropic's Claude.

How Your Assistant Gets to Work

Connect the AI tool you already use, choose what it may do, and start delegating the busywork.

Step 1

Connect Your AI Tool

Link Claude or another AI tool to your Workspace with your normal Connect-CRM sign-in. Your credentials stay with us.

Step 2

Choose What It Can Do

New connections start read-only. Add edit and draft access when you are ready; sending needs its own separate permission.

Step 3

Ask in Plain Language

Check pipeline metrics, find quiet deals, tag contacts, or update records, all from a conversation.

Step 4

Review and Approve

Read the drafts it prepares, edit if you like, and send when you are happy.

Built-In Control

You Decide What It Can Touch

Your assistant works through your Connect-CRM account with the permissions you choose, and nothing more. It sees only what you can see, in one Workspace, and every change passes the same checks as edits made by hand.

Your sign-in stays with Connect-CRM, credentials are never shared with the AI tool
Access is scoped to a single Workspace you pick
View, edit-and-draft, and send are separate permissions
Revoke access instantly from Settings, effective immediately
File attachments are only ever added by you in the app, never by the assistant

Connected AI clientsSettings > Account

claudeLast used 2 hours agoActiveRevoke
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AI Assistant Is Included from the Growth Plan

Start on Growth to get AI-assisted replies and drafting with your choice of leading AI models. Usage beyond your plan allowance is billed at cost plus a small service margin, itemized on your invoice.

Starter
€39
per user / month, billed annually
CRM and unified inbox
Growth
€69
per user / month, billed annually
AI assistant included
Scale
€129
per user / month, billed annually
Advanced AI features

View Pricing Contact Sales

Frequently Asked Questions

It can look up and search your records, read conversations, create and update records, change tags, filter contacts, and draft replies in your channels. You approve drafts before anything is sent.

Give Your Sales Team an Assistant That Acts

Try the Scale plan free for 14 days: your AI assistant, unified inbox, and pipeline in one workspace.

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