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MicroCRM + AI

Connect your AI assistant

Work with your contacts and deals from the tools you already use.

For ChatGPT and Claude remote connectors, use your deployed, publicly reachable HTTPS address instead of localhost.

    Official setup guide ↗

    Sign in with your MicroCRM account when prompted. Your assistant has the same workspace permissions as you.

    Having trouble connecting?

    Your MicroCRM administrator must enable OAuth connections for AI assistants. Signing in here does not automatically connect another app. If sign-in never opens or authentication fails, contact your administrator. Custom connections may also need approval from your ChatGPT, Claude, or Copilot workspace administrator.

    Try asking: “List my workspaces, then find contacts at Acme.”

    Workspaces

    You have a workspace invitation. Accept it to join. The link can only be used once.

    People with access

      Tasks

      Today · —

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        Pipeline (KPI)

        Pipeline metrics will load shortly.

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        Recent pipeline outcomes

        Celebrate wins and learn from setbacks.

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        Won deals

        Last 30 days

          Lost deals

          Last 30 days

            Daily metrics

            Track new relationships and completed work.

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            Contacts created

            Today
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            Yesterday
            0
            Last 7 days
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            Activities completed

            Today
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            Yesterday
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            Last 7 days
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            Overdue tasks

            Keep momentum by resolving overdue work promptly.

            0

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              Upcoming events

              Stay prepared for the next conversations.

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                Contacts

                Keep customer information centralized and ready for your team.

                Name Title Company Email Phone
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                Page 1 of 1

                New contact

                Create a contact to keep track of your relationships.

                Interaction timeline

                Log calls, emails and notes to keep context with this contact.

                1. Timeline loading…

                Pipeline

                Keep track of deals and drag cards to update their stage.

                Deal details

                Select a deal to view its details.
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                Open

                Company
                —
                Opportunity
                —
                Source
                —

                Annotations
                0
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                New deal

                Add a deal to your pipeline.

                Filter:

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                Add activity

                Keep track of follow-ups and tasks for your day.

                Profile

                Manage the details teammates will see when collaborating with you.

                Appearance

                Control how Micro‑CRM looks on this device.

                Theme

                Following system preference.

                Pipeline stages

                Add at least one stage to organize your deals.

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