A simple CRM that works with Claude
Yes, Claude can work with a CRM: Dealboard connects through a custom connector on Claude Pro, Max, Team and Enterprise. After you sign in and approve access to your workspace, Claude can answer questions about live deals, work through leads and make confirmed updates, with interactive report cards right in the chat.
Updated October 2026
Where does Granite Bay stand, and what are the open terms?
Granite Bay · $320,000 · Contract Sent / In Legal for 18 days · owner Michael Ortiz · contact Priya Shah.
Key terms on the deal: 24-month agreement, liability cap under negotiation, auto-renew removed.
Last activity was 6 days ago, and it's the longest-running deal in legal on your board. Worth a chase this week.
Push it in. Get it out. From any Claude chat.
Paste a transcript, compare deals, or ask for a board-ready chart. Claude does the thinking; Dealboard keeps the record.
Here's the transcript from my Granite Bay call. Pull out the action items and log them on the deal.
Action items from the Granite Bay call:
• Send the updated SOC 2 report (Sarah, by Friday)
• Respond to their liability-cap redline (Michael)
• Book a security walkthrough with their IT lead
Log these as a note on Granite Bay? You approve → Logged, bullets and all.
Compare Salient Health and Tarn Technologies. Which should I push this week?
Salient Health is further along: Proposal Sent, $290,000, 8 days in stage, activity 2 days ago.
Tarn Technologies is $240,000 in In Discussion, 12 days in stage, no activity for 9 days.
Salient is closer to closing. Tarn is the one going cold, so it needs the nudge.
Triage my inbound leads. Promote the real ones, junk the spam.
4 new leads. Two look like real buyers:
• Marcus Lindqvist, Nordpeak: asked about the team plan for about 6 reps
• Elena Costa, Meadowgrove Health: wants a demo next week
The other two are a link-building pitch and an SEO offer.
Promote Nordpeak and Meadowgrove to deals and junk the other two? You approve → Done.
Give me the Deals Won chart as an image for my board deck.
Here's the Deals Won report for the last six months as a PNG, ready to paste into slides.
This month so far: Northwind Industries ($380,000) and Cobalt Studios ($55,000).
Example conversations on Dealboard's sample workspace.
Let Claude work with your actual deals
Claude can help summarize conversations, think through next steps and draft follow-ups. With Dealboard connected, it works from your live pipeline: every deal's stage, amount, owner, contact, key terms and last activity.
No copying deal notes into chat. No exporting spreadsheets to answer a pipeline question. Your shared Dealboard workspace supplies the records; Claude helps you work with them.
Dealboard also syncs Gmail, Google Calendar and Granola meeting notes onto each deal, so your team sees the full history on the board.
Built for a simpler sales process
Dealboard gives you a visual board with fully customizable stages. Manage deals directly, ask Claude, or both. Updates made through Claude appear in the same activity feed as changes made by your team.
Interactive report cards render in Claude for your pipeline, forecast, monthly activity, deals won and deal progress. If you also use ChatGPT or Grok, connect them to the same workspace. See every AI assistant.
How to connect Claude to Dealboard
- Step 01
Open Connectors
In Claude, open Settings → Connectors.
- Step 02
Add Dealboard
Add a custom connector named Dealboard with the URL
https://app.getdealboard.com/mcp. - Step 03
Sign in
Sign in to Dealboard with your magic link or Google, then approve Claude's access to your workspace.
- Step 04
Ask
Try: "Show my pipeline." or "Which deals need a follow-up this week?"
Custom connectors are available on Claude Pro, Max, Team and Enterprise. The same connector works in Claude Desktop and Claude Code.
When Dealboard isn't the right fit
Dealboard isn't intended to replace a large enterprise CRM with advanced sales operations, complex quoting or marketing automation.
It's for teams that want a clear pipeline, a shared history of their deals and a practical way to work with that information from Claude.
Frequently asked questions
Is there a CRM that works with Claude?
Yes. Dealboard is a lightweight CRM that connects to Claude using the Model Context Protocol (MCP). Claude can read your live pipeline and make updates you approve.
Which Claude plans support Dealboard?
Claude Pro, Max, Team and Enterprise support the custom connector Dealboard uses.
Can Claude add deals and update their stages?
Yes. Claude can add deals, move stages, log notes and triage leads. You approve each change, and every change appears in Dealboard's activity feed.
Can Claude turn a transcript or email into a deal note?
Yes. Paste the text or attach the file, and ask Claude to summarize it or pull out action items and add them as a note on the deal.
Can Claude show my sales forecast?
Yes. Claude can retrieve Dealboard's weighted forecast and display it as an interactive report card, or give you a PNG of any report.
What happens if I use ChatGPT too?
Connect both to the same workspace. They read the same underlying Dealboard data, each acting as you.
Is Dealboard free with Claude?
Yes. AI connections are included on the free plan, with one board, up to 30 active deals and unlimited teammates.
How do I remove the Claude connector?
Remove it in Claude, or revoke its access under Dealboard → Settings → Connected apps.
Get started
Connect Claude to your existing deals, or create a free Dealboard workspace.