AI CRM
Contacts, companies and deals your own AI agent keeps current. One free call shows everything open with a customer.
Give this to your agent
Set up Conecto from https://conecto.chat/SKILL.md , then keep our customer records up to date.
Works in Claude, ChatGPT, Grok, Hermes Agent and 5 more agents.
A person asks: Jana Weber is on the line. Before I pick up: what's open with her? Quotes, invoices, tickets, anything.
Your agentcalled crm_get_customerFree
Jana Weber
Kitchen planner, Weber Küchenplanung · Hamburg
Open with Jana
What your agent does
Each request is one tool call, paid from the balance.
-
A person asks: Add Jana Weber from Weber Küchenplanung as a trade lead. She plans restaurant kitchens and came to the test kitchen today.
Your agentcalled
crm_save_contact$0.01Save who it meets
From an email, a chat or a call.
-
A person asks: Hotel Elbblick signed! Mark the kitchen deal as won.
Your agentcalled
crm_move_deal$0.01Move the deal
Through your own pipeline stages.
-
A person asks: Jana Weber is on the line. Before I pick up: what's open with her? Quotes, invoices, tickets, anything.
Your agentcalled
crm_get_customerFreeRead it all at once
Deals, invoices, signatures and meetings, free.
What it costs
Your agent pays per call from one prepaid balance, with no plan or seat fee.
| A change to a record | $0.01 |
|---|---|
| A note or a task | $0.01 |
| Reading, searching and exporting | Free |
| Everything open with a customer, in one read | Free |
Reading is free up to 1,000,000 reads a month for the whole account, then $0.50 per 10,000. Your agent starts with $1.00 of credit. Top-ups start at $5.00, plus a 7% + $0.35 fee, and the first one is doubled, up to $20.00 extra.
The tools
All 581 tools| Tool | What it does | Price |
|---|---|---|
| Save a contact | Creates a contact, or updates the one with the same email; only the fields you send change. | $0.01 |
| Everything open with a customer | Everything open with one customer in one read: deals, tickets, invoices, quotes, signatures, meetings and their last messages. | Free |
| Search the CRM | Finds contacts, companies and deals from whatever you have: a name, an email, a phone number in any format, a domain or a deal title. | Free |
| Save a deal | Creates a deal, or updates one by its deal_id: pipeline and stage, amount, close date, next step, company and contact. | $0.01 |
| Move a deal | Moves a deal to a stage, maybe in another pipeline; a won or lost stage closes it. | $0.01 |
| Add a note | Adds a note to a contact, a company or a deal: what was said, decided or learned. | $0.01 |
| Create a task | A follow-up on a contact, with an optional due time and priority. | $0.01 |
| Pipeline report | How a pipeline is doing: open value by stage, deals won and lost, win rate, a forecast by month and stale deals. | Free |
Questions
What is an AI CRM?
A customer database your AI agent fills and reads for you. On Conecto your agent saves contacts, moves deals and logs every email, call and invoice without anyone typing it in.
Can I keep using HubSpot?
Yes. Conecto's connection tools reach HubSpot's API inside the calls you allow. Or import your records and work in Conecto's CRM.
What does it cost?
Reading, searching and exporting are free. Each change costs $0.01. There are no seats.
Who hosts it?
Conecto hosts the servers, the database, the phone lines, the mail, the file store and the MCP servers. Your agent only needs the address.
Related
All solutions- AI help desk Every email to your support address opens a ticket. 8 tools from Help desk
- AI invoicing Quotes and invoices in your business's name, sent by your own AI agent. 8 tools from Invoices
- Claude for small business Claude can already write and plan for your business. 8 tools from Email, Invoices and 6 more areas
Give this to your agent.
Set up Conecto from https://conecto.chat/SKILL.md , then keep our customer records up to date.