8ight Sales OS

ClaudeCommunityby 8ight AI Technology Inc.

8ight Sales OS is a CRM for small sales teams: leads, the people at each company, deals on a five stage pipeline, tasks and one timeline per lead. This connector lets Claude work that CRM for you. Ask which tasks are overdue and what happened last with each lead. Add the company you just met, with its contact and a note. Log a call and set the follow up. Move a deal to Negotiation. Ask for the pipeline by stage and what closed this month. Put a lead into a follow up sequence. Claude acts as you, with your role's permissions, in your workspace only. Nothing in the connector deletes data. Tools that change existing records, enroll a lead in a sequence, or send email are marked so Claude asks before running them. Sending email needs a mailbox you connected in Sales OS, and the send tool is only offered when one is connected. Sign in with OAuth: you sign in to Sales OS and choose Allow. Disconnect any time from Sales OS, Settings, Connect, AI assistants, or from Claude. You need a Sales OS account. You can start one free, no credit card, at crm.8ight.ai/os/signup.