Features

Everything the CRM does, in one place

agentlyleads is contacts, deals, quotes and a shared inbox with the ordinary CRM machinery underneath, plus a handful of things most CRMs do not do: an AI that reads a contact's history for you, and a connector that lets Claude or ChatGPT run the whole thing.

01

Start with the connector

Most of what is below, you can also just ask for. The MCP connector gives Claude and ChatGPT direct, workspace-scoped access to this CRM: searching records, drafting outreach, logging a conversation from a pasted thread, and reporting on the pipeline. Reads are open. Writes need your confirmation, and outbound email always lands as a draft rather than going out on its own.

See the MCP connector →
02

The rest of the CRM

Every feature below works with a mouse, no assistant required. Pick the one you are trying to solve for.

  • AI sales brief

    One click reads a contact's whole timeline and hands back a summary, an engagement score out of 100, a next action and a draft reply.

  • AI chat agent

    A website chat widget that quotes real prices from your catalogue and books a real meeting on your calendar.

  • Booking links

    Calendly-style pages per rep, with timezone-correct availability, calendar sync, and invitations that update themselves on reschedule.

  • Deals & pipelines

    Stages you define, deals you drag between them, and quotes attached to the deal they belong to.

  • Shared team inbox

    One queue for the whole team instead of a mailbox each, with assignment, snooze, and comments that never leave the building.

  • Workflow automation

    Create a task, add a tag, assign round robin or set a field, the moment a record matches a rule you wrote.

  • Quotes & offerings

    Build a priced catalogue once, then turn any line of it into a quote in a couple of clicks.

  • Contacts & companies

    Custom fields, saved views and tags on every record, plus duplicate detection so the same lead does not get worked twice.