AiEngage CRM

AiEngage CRM connects Claude to your own AiEngage CRM workspace so you can ask questions about your sales and marketing data in plain language instead of building a report. Ask how many contacts you have, what is in the pipeline and at which stage, which campaign performed best last quarter, who on the team logged the most meetings, how a workflow or web form is converting, or what is on your calendar today. Claude reads the answer directly from your live CRM and explains it. The connection is strictly read-only. There is no tool that can create, edit, delete or send anything, so nothing in your CRM can be changed from Claude. You sign in with your own AiEngage login and choose exactly which areas Claude may read — records, reports, analytics, campaigns, segments, lists, workflows, advertising, web forms and more — and which modules within them. Every read runs as you, so Claude sees only the records your CRM permissions already allow you to see, and nothing from any other organization. You can change what is shared, or disconnect entirely, at any time from Settings → API & Connections in AiEngage.