--- title: "AI CRM your own AI agent keeps up to date" url: https://conecto.chat/solutions/ai-crm description: "Contacts, companies and deals your AI agent keeps current, with every email, call, invoice and meeting on one record. A change costs $0.01." updated: 2026-10-27 --- # 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.` ## Example: `crm_get_customer` Request: "Jana Weber is on the line. Before I pick up: what's open with her? Quotes, invoices, tickets, anything." The documented reply of `crm_get_customer` (free), for Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff (https://conecto.chat/tools/crm/crm_get_customer.md): ```json { "contact": { "id": 4101, "email": "jana@weber-kuechenplanung.example", "name": "Jana Weber", "title": "Kitchen planner", "company": "Weber Küchenplanung", "company_id": 4104, "phone": "+49 40 66969 120", "location": "Hamburg", "lifecycle_stage": "lead", "outreach_status": null, "notes": "", "tags": [ "test-kitchen-visit", "trade" ], "custom_fields": {}, "archived": false, "updated_at": "2026-10-14T08:00:00+00:00", "recent_activity": [ { "kind": "note", "title": "Test kitchen visit", "body": "Tried the 10-tray combi steamer for a client's new restaurant in Ottensen.", "at": "2026-10-14T08:00:00+00:00", "by": "Pip", "via": "ai_app" }, { "kind": "created", "title": "Created", "body": "", "at": "2026-10-14T08:00:00+00:00", "by": "Pip", "via": "ai_app" } ], "open_tasks": [] }, "came_from": { "first_seen": "2026-09-22T14:05:00+00:00", "first_conversion": "Booking made", "channel": "Organic search", "source": "Google", "referrer": "google.com", "campaign": null, "landing_page": "/combi-steamers", "site": "hansenvoss.example", "country": "DE", "device": "desktop" }, "open": { "deals": [], "tickets": [], "unpaid_invoices": [], "quotes": [], "signatures_waiting": [], "meetings": [] }, "balance_due": {}, "recent": { "last_email": null, "last_chat": null, "last_call": null }, "newsletters": [] } ``` ## How it works 1. **Save who it meets** (`crm_save_contact`, $0.01): From an email, a chat or a call. For example: "Add Jana Weber from Weber Küchenplanung as a trade lead. She plans restaurant kitchens and came to the test kitchen today." 2. **Move the deal** (`crm_move_deal`, $0.01): Through your own pipeline stages. For example: "Hotel Elbblick signed! Mark the kitchen deal as won." 3. **Read it all at once** (`crm_get_customer`, free): Deals, invoices, signatures and meetings, free. For example: "Jana Weber is on the line. Before I pick up: what's open with her? Quotes, invoices, tickets, anything." ## What it costs Your agent pays per call from one prepaid balance, with no plan or seat fee. | What | Price | | --- | --- | | 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. ## Tools - [`crm_save_contact`](https://conecto.chat/tools/crm/crm_save_contact.md) ($0.01): Creates a contact, or updates the one with the same email; only the fields you send change. - [`crm_get_customer`](https://conecto.chat/tools/crm/crm_get_customer.md) (free): Everything open with one customer in one read: deals, tickets, invoices, quotes, signatures, meetings and their last messages. - [`crm_search`](https://conecto.chat/tools/crm/crm_search.md) (free): 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. - [`crm_save_deal`](https://conecto.chat/tools/crm/crm_save_deal.md) ($0.01): Creates a deal, or updates one by its deal_id: pipeline and stage, amount, close date, next step, company and contact. - [`crm_move_deal`](https://conecto.chat/tools/crm/crm_move_deal.md) ($0.01): Moves a deal to a stage, maybe in another pipeline; a won or lost stage closes it. - [`crm_add_note`](https://conecto.chat/tools/crm/crm_add_note.md) ($0.01): Adds a note to a contact, a company or a deal: what was said, decided or learned. - [`crm_create_task`](https://conecto.chat/tools/crm/crm_create_task.md) ($0.01): A follow-up on a contact, with an optional due time and priority. - [`crm_pipeline_report`](https://conecto.chat/tools/crm/crm_pipeline_report.md) (free): How a pipeline is doing: open value by stage, deals won and lost, win rate, a forecast by month and stale deals. All 581 tools: https://conecto.chat/tools.md ## Good to know - Records from HubSpot, Pipedrive or a CSV come along through the import tools. - Duplicates are merged with their history. - Custom fields, tags and saved segments come with it. - Your HubSpot can stay where it is: the connection tools reach it inside the calls you allow. ## 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. ## For agents - Start here: https://conecto.chat/SKILL.md - This page in Markdown: https://conecto.chat/solutions/ai-crm.md - Sign up: POST https://api.conecto.chat/v1/signup - Skills index: https://conecto.chat/.well-known/agent-skills/index.json - MCP (CRM): https://api.conecto.chat/mcp/crm - Connector for ChatGPT, Claude or Grok, one for every area: https://api.conecto.chat/v1/mcp - Tools (CRM): https://conecto.chat/tools/crm.md - Every reply carries `cost_usd` and `balance_usd`. A `crm_get_customer` call: ```bash curl -X POST https://api.conecto.chat/v1/tools/crm_get_customer \ -H "Authorization: Bearer $CONECTO_KEY" \ -H "Content-Type: application/json" \ -d '{"email":"jana@weber-kuechenplanung.example"}' ``` ## Related - [AI help desk](https://conecto.chat/solutions/ai-help-desk.md): Every email to your support address opens a ticket. Your own AI agent answers it in the same thread. - [AI invoicing](https://conecto.chat/solutions/ai-invoicing.md): Quotes and invoices in your business's name, sent by your own AI agent. Each one has a page where the customer pays online. - [Claude for small business](https://conecto.chat/solutions/claude-for-small-business.md): Claude can already write and plan for your business. Conecto gives it your inbox, phone line, invoices and books to act on.