Claude Services

AI Notetaker + Automatic CRM Updates

Every sales call is recorded and summarized. Claude then updates the right fields on every related record, so your CRM matches what was said without reps typing a thing.
Claude & AI Health Check

We review how your team uses Claude and other AI tools today, find where time is being lost and give you a short, prioritized plan to fix it.
Claude for Any CRM, or None

You do not need Salesforce to work with us. We set Claude up around the tools your team already uses, so it fits how you sell today.

Your CRM updates itself after every sales call

We set up Claude so your reps stop doing data entry and your pipeline stays accurate. Works with Salesforce, another CRM or no CRM at all.

Schedule a free consultation

The problem

Reps lose hours every week typing call notes into the CRM. Most of it never gets entered, so forecasts run on stale data and managers chase updates instead of coaching.

What changes for your team

Reps spend their time selling, not updating records
Pipeline and forecast data stays current after every call
Managers see what happened on a deal without asking
Follow-ups and next steps are captured automatically

How it works

Discovery call to map your sales process and the fields that matter
We connect the notetaker, Claude and your CRM
We test on real calls and tune the field updates with your team
Go live, then a check-in to make sure adoption sticks

Common questions

Do I need Salesforce to use Claude with Clarity? No. We set up Claude with Salesforce, other CRMs or no CRM at all.

Which records get updated? Every relevant object, not just a notes field. We agree on the fields with you before go live.

What does the Claude and AI health check include? A review of current AI tools and usage, the biggest time leaks and a prioritized plan you can act on.

See it on your own calls

Schedule a free consultation and we will show you what Claude would update in your CRM after a real sales call.