For CEOs and Founders
Sales, delivery and renewals are one business, and you should be able to read all three in one place. Ask the assistant what is at risk, watch it act on the answer, or connect Claude to the whole CRM and just ask.
Assistant
On every screen
which deals are at risk?
Three of your 14 open deals are at risk, $286k in total.
Halvern Health
$142k
Orchardline Systems
$96k
Tessellate
$48k
Ask anything, or tell it what to do
A runnable walkthrough for ceos and founders: a film. One question returns every deal at risk with the money beside it, one sentence creates the account and logs the call, and the whole business fits in one box.
Every figure is sample data. Nothing here is connected to a live account.
Assistant
Sample dataOpen
AnyCRM. Assistant.
Question
One box answers questions about your records and changes them. Typed into it: “which deals are at risk?”
Answer
Three of 14 open deals, $286k. Halvern Health $142k, health 41, no activity in 16 days. Orchardline Systems $96k, health 38, two deals gone quiet. Tessellate $48k, health 44, close date passed.
Command
The same box, told what to do: “add Larkspur Freight and log the call I just had.”
It acts
Larkspur Freight created by describing it and filled from the web to 100%: freight, 90 staff, US, founded 2016, HQ Memphis, no duplicate. Call logged, 20 minutes, today 09:03. Account created. Call logged.
Digest
Four changes since yesterday: Halvern Health dropped to 41, Tessellate passed its close date, Larkspur Freight created with its call logged, two accounts moved back to healthy.
One box. The peak.
You asked at 09:02, “which deals are at risk?” Three at risk. $286k. Halvern Health, Orchardline Systems, Tessellate. Answered before the board asked, and the sentence after it created the account and logged the call.
Wrap
The same box, inside Claude: claude mcp add --transport http anycrm https://crm-api.anyreach.ai/mcp. One line, no API key. Acts as you, with your role permissions. Disconnect any time in Settings.
Close
The whole company, in one box. Three deals at risk, named, with the money beside them. An account created from a sentence and the call you just had already on the record. You never have to ask someone else what is happening.
The problem
“I ask for a pipeline update and get a meeting with four people in it.”
The solution
The assistant answers from the data: which deals are at risk, what changed this week, where the quarter stands. Then it acts on the answer, creating accounts, logging activities and updating records from the same box.
The problem
“I cannot tell which programmes are healthy without asking three people.”
The solution
Account health is visible at a glance across the company, and Insights dashboards hold the rest. The notifications digest tells you what moved without you going looking.
The problem
“I want the CRM where I already work, not another tab.”
The solution
Connect Claude to the whole CRM through the MCP server. One line, no API key, and you can query and act on your CRM from Claude, Claude Code, VS Code or Cursor.
The MCP server connects with OAuth and acts as you, with your role's permissions. Query and act on your CRM from wherever you already work, and disconnect anytime in Settings.
$ claude mcp add --transport http anycrm https://crm-api.anyreach.ai/mcpWhat you will use first
Where this role lives in the deal
Highlighted stages are where this role's use cases sit.
Find
A 0 to 100 maturity read with its trend and the six lenses behind it.
Price
One price per resolved outcome, built from three inputs, with the margin behind it.
Win
Fit and win probability scored before anyone answers a question.
Win
Who is in, who is missing, and the path to the one who signs.
Deliver
Accounts, deals and risks in one brief, written from the record.
Full deal intelligence from day one. No credit card required.