AI SALES ASSISTANT
An AI Sales Assistant Built on Claude
Sales teams lose hours switching between a CRM, email, and spreadsheets just to find a contact or log a call. This AI sales assistant lets a rep talk to Crelate CRM in plain language through Claude AI: pulling up customer records, logging activity, drafting outreach, and running scheduled reports, all through custom MCP connectors and secure backend integrations.
Every automated action, a logged call, a drafted email, a scheduled report, runs through the same approval step before it reaches a real contact. Nothing goes out on its own.
Frequently Asked Questions
We are proud of the great projects AngleBrackets has taken part in. Here are some of the most asked questions.
How do you connect Claude AI to a CRM?
We build a custom MCP (Model Context Protocol) connector that gives Claude secure, scoped access to the CRM's API, so it can retrieve and update records through natural-language requests instead of a custom UI.
What is an MCP connector used for in sales automation?
An MCP connector is the secure bridge between Claude AI and a backend system like Crelate CRM. It defines exactly which actions Claude can take, such as looking up a contact, logging an activity, or scheduling a follow-up, within approved business rules.
Can AI automate CRM follow-up emails?
The system can analyze prospect activity, draft a personalized follow-up email, and queue it for the client's review. Nothing sends automatically; the client approves, edits, or skips each draft from their daily digest email.
What is a daily sales digest automation?
A scheduled job that reviews CRM activity each morning, identifies follow-ups worth sending, drafts them, and emails the client a 10 AM digest so they can approve, edit, or skip each one before it goes out.
What tools power this AI CRM assistant?
Claude AI for natural-language understanding, Crelate CRM for contact and pipeline data, Gumloop for workflow orchestration and business rules, and Airtable for tracking drafts, approvals, and reports.
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