CRM Caddie has no dashboard to run your CRM — it's built for AI. Connect it to Claude Desktop or any MCP-aware app, and your assistant runs the pipeline, the contacts, and the campaigns, just by chatting.
Most tools make you choose. CRM Caddie does both — and an autonomous AI runs all of it.
Every relationship group is a pipeline — its stages are simply the group's own custom statuses. Tell your agent to move a deal and the timeline records it. Ask for a proposal reminder and it's on the calendar. No board to configure — just describe your sales process once.
A group's custom statuses become its deal stages. Move contacts by chatting; totals roll up per stage in a Kanban view.
Calls, meetings, notes, and stage changes land on the contact's timeline — stage moves log themselves.
Due-dated follow-up tasks tied to each contact. “What's due today?” keeps deals from going cold.
Traditional CRMs and email tools bury you in tabs and settings. CRM Caddie removes all of it — every capability is a tool your AI can call, so the interface is simply your conversation. It's built so an autonomous agent can run the whole thing.
CRM Caddie is an MCP server — any MCP-aware AI, like Claude Desktop, can drive it.
Add CRM Caddie as a connector in Claude Desktop (or your MCP client) and authorize it once.
“Move this deal to Won,” “remind me to follow up Friday,” “email everyone in Texas next week.” Plain language is the interface.
It calls the right tools — pipeline_view, task_create, campaign_publish — and reports back. Guide it, or let it run.
There's no CRM dashboard to operate — every capability is a tool your AI calls over MCP, so you run the entire CRM and email platform just by chatting. There is a lightweight account portal for signing in, connecting your AI assistant, reviewing connected apps, and billing — but no CRM work happens there.
Claude Desktop today, and any MCP-aware AI client. You connect CRM Caddie's MCP server once and authorize it — no per-seat accounts to set up.
It tracks the whole relationship: a deal pipeline built from your own custom stages, an activity timeline (calls, meetings, notes, and auto-logged stage changes), due-dated follow-up tasks, and a one-reply 360 on any contact.
Yes — scheduled and event-driven multi-step campaigns with precise contact filtering, plus deliverability built in: domain verification, and bounce & click tracking.
Yes. Every operation is agent-native, so an autonomous AI can run the whole thing end to end — or you can stay in the loop and guide it.
Everything, unlimited — contacts, companies, groups, email sends, and campaigns — plus the full CRM and full MCP access for any AI client. One flat price, no metering.
Everything included — grow without watching a usage meter.