Using sufly CRM from Claude and ChatGPT
Asking instead of looking it up
Answering "what did we discuss with that customer last week" meant opening the CRM, finding the company, and moving between tabs. Now you ask the AI you are already using, and it reads for you.
What is new
Connecting
The integrations screen has an AI Connect tab. Register the address shown there in a Claude connector, in ChatGPT, or in Claude Code, and a consent screen opens. Check the account, the company, and what the connection can do, then allow it.
Exactly your own access
The AI does not see everything in the company. It sees what the person who connected it can see. Permissions and company boundaries apply exactly as they do on the web.
What it can do
Reading: a summary of today's tasks, projects and schedules, tickets, companies and contacts, exchanged email, quotes and invoices, logged hours.
Editing: updating milestones and project details, working tickets, copying logged hours, drafting a quote or a new version, converting a lead. Every edit is confirmed with a person before it runs.
What stays closed
Sending email, issuing an invoice, and deleting are not among the tools. A person does those on screen.
Disconnecting
The same tab lists your connections and their recent call counts, and disconnects any of them at any time. Changing your password, or using Disconnect all app tokens, also ends them.
Worth knowing
This is switched on per organisation. Contact us if you want it enabled.