CRM
Look up deals and log calls without leaving the chat.
4.5(154 reviews)- Works with
- Chat appDesktop app
- Price
- Free
- Updated
- 2026-09-09
About
Ask for a customer's history before a call, then log notes and next steps when you are done.
How to install
- 1
Add the connector
Open your AI tool's settings, go to Connectors, and add a new one with this configuration.
{ "connectors": { "crm": { "command": "npx", "args": [ "-y", "@prompterhub/crm" ] } } } - 2
Sign in
The first time you use it, you'll be asked to sign in to your crm account and choose what it can access.
- 3
Ask away
Try: “Look up deals and log calls without leaving the chat” and see it work.
Reviews
4.5
154 reviews
- 5★
- 111
- 4★
- 26
- 3★
- 10
- 2★
- 4
- 1★
- 3
- W
Wei-Ting C.
Works well most of the time. Occasionally needs a second try with a clearer request.
- P
Priya S.
Set it up in two minutes and it worked the first time. Saves me a lot of copy and paste every day.
- K
Kenji M.
Very useful. I'd love a few more options, but it already does the main job well.
- S
Sarah K.
Works well most of the time. Occasionally needs a second try with a clearer request.