Talk to your CRM,
it talks back
CRM Claw is an AI Copilot for CRM systems. Query customers, manage conversations, execute actions with natural language — 25+ built-in skills, all channels, one chat.
25+
Built-in AI skills
10+
Channels supported
500
Free credits to start
24/7
AI always available
Why CRM Claw
3 core pain points you face every day
SaleSmartly teams handle hundreds of conversations daily — but querying data means navigating dashboards, executing actions means switching tabs, and pulling reports means exporting CSVs.
01 · Querying data is too slow
Finding out 'which customers haven't replied in 3 days' means exporting CSVs, manual filtering — a simple question takes 30 minutes.
→
🔍 Ask in natural language, get results instantly
Ask CRM Claw any question about your customers. Answers come from live SaleSmartly data with source citations.
02 · Operations are fragmented
Assigning conversations, sending messages, tagging, creating customers — each operation requires switching between different pages.
→
⚡ One sentence to execute, 25+ skills
'Assign this conversation to Shamy' 'Add VIP tag to this customer' — CRM Claw executes directly, every step confirmed.
03 · Context gets lost
Shift changes, team handoffs — context is lost every time, wasting time re-understanding customer status.
→
🧠 AI cross-session memory, gets smarter over time
Tell CRM Claw your business rules and team structure — it remembers forever. New team members can be productive immediately.
Quick Start
5-minute setup,start chatting immediately
No sales process, self-service, no technical background needed
🔐
1 min
Create account
Email signup, instantly get 500 free credits
🔑
2 min
Enter API Key
Paste SaleSmartly API Key in settings, test connection
🔄
30s
Verify connection
CRM Claw verifies API Key and shows account info
💬
Now
Start chatting
Query customers and execute actions in natural language
✅
Done
AI-powered
25+ skills ready, gets smarter with use
How to get your SaleSmartly API Key
SaleSmartly Dashboard → Settings
1. Log in to SaleSmartly dashboard
2. Click avatar → Settings
3. Find Developer / API tab
4. Generate or copy API Key
5. Paste in CRM Claw settings, click "Test Connection"
Core Feature · AI Copilot
Control SaleSmartly with natural language,ask and act
CRM Claw is a ReAct-powered AI Agent — understands your question, calls tools to query data, executes actions, returns results
You can ask like this
Copilot examples
Who's online right now?
What new customers this week?
Assign this conversation to Shamy
Add VIP tag to customer Acme Corp
Show me last week's online report
All WhatsApp customers who haven't replied in 3 days
AI Workflow
🤔
Understand intent
AI analyzes your natural language, understands what you want to query or do
🔧
Select skills
Picks the right tools from 25+ built-in skills
✅
Validate params
Three safety layers ensure parameters are correct, no mistakes
⚡
Execute & return
Calls SaleSmartly API, streams results back in real-time
💡
Copilot uses streaming output (SSE), replies appear in real-time like ChatGPT. Each conversation costs 1 Credit.
Core Feature · 25+ Built-in Skills
Query, operate, analyze —one sentence does it all
CRM Claw has 25+ SaleSmartly skills covering every aspect of daily operations
Query Skills
Query customersSearch by name, tag, channel, etc.
View conversationsCheck conversation history and status
Query team membersSee who's online, workload distribution
WhatsApp devicesCheck connected WhatsApp device status
Online reportsPull team online time and activity reports
Customer analyticsAnalyze customer data by dimension
Action Skills
Assign conversationsAssign to specific team members
Send messagesSend messages to customers via SaleSmartly
Create customersCreate new customer records
Add tagsTag customers or conversations
End conversationsClose completed customer conversations
Memory managementStore/forget cross-session business info
🔧
Skills list is continuously expanding. If you need a specific SaleSmartly operation, contact customer service via the bottom-right chat.
Core Feature · AI Memory System
Tell it once,it remembers forever
CRM Claw's cross-session memory system lets AI truly understand your business context
What memory can do
Store business rules
'Team A handles European customers, Team B handles Southeast Asia'
Remember team info
'Shamy is the sales manager, handles key accounts'
Save preferences
'I prefer Chinese, generate reports in English'
Active forgetting
Tell CRM Claw 'forget about XX' to clear it
How memory works
Natural language storageTell AI what to remember through conversation
Weighted priorityImportant info has higher weight, recalled first
Cross-session persistenceClose browser and reopen — memory persists
Privacy & securityMemory data encrypted, never trains shared models
Core Feature · Three Safety Layers
AI won't make mistakes for you,every step is protected
CRM Claw implements three defense layers to ensure AI never makes incorrect operations due to hallucination
🔒
Layer 1: Parameter Validation
Strictly validates all required fields, formats, and lengths. When parameters are missing, AI proactively asks — never guesses.
🛡️
Layer 2: Member ID Verification
Operations involving team members are verified against a 60-second cached real team roster, preventing AI from fabricating non-existent members.
✅
Layer 3: Server-side Display Text
All text shown to users is generated server-side. AI can only reference pre-made text — cannot fabricate customer info or operation results.
⚠️
All destructive operations (sending messages, assigning conversations, etc.) show you what will be executed and require confirmation before proceeding.
Core Feature · Execute Actions
Say one sentence — AI understands, validates, executes
Directly calls SaleSmartly API, operations take effect on the customer's original channel, full audit trail maintained
Operation Flow
1
Describe task in natural language
'Assign Acme Corp's conversation to Shamy' 'Send a welcome message to the new customer'
2
AI parses and selects skills
CRM Claw understands your intent, selects the right skill, prepares execution parameters
3
Three-layer safety check
Parameter validation → Member ID verification → Display confirmation, every step protected
4
Confirm and execute
After your confirmation, CRM Claw calls SaleSmartly API, results returned in real-time
Common operation examples
📨
Assign conversationAssign conversation
'Assign this conversation to Shamy from the sales team'
✉️
Send messageSend message
'Send a follow-up message asking about the quote'
🏷️
Manage tagsManage tags
'Add VIP and Quoted tags to Acme Corp'
👤
Create customerCreate customer
'Create a new customer called BlueSky Ltd'
⚠️
Messages cannot be recalled after sending. Please review content carefully before confirming.
Settings · Connect SaleSmartly
Connect via API,secure and controlled
CRM Claw connects through SaleSmartly's open API, no direct database access, all data encrypted in transit
🔌 Connection Steps
1
Enter API Key
Paste the API Key generated in SaleSmartly dashboard
2
Test connection
Click 'Test Connection', CRM Claw verifies API Key validity and shows account info
3
Start using
After successful connection, start querying and operating with natural language
🔒 Security
Transit encryption
All data in transit encrypted with TLS 1.3
Storage encryption
API Key and sensitive data encrypted with AES-256
Data isolation
Your data is never used to train shared models
Least privilege
CRM Claw only requests minimum required API permissions
Credits
500 free credits on signup,start immediately
Each AI Copilot conversation costs 1 Credit. Pricing plans coming soon — contact customer service via the bottom-right chat for details.
Credit Usage
AI Copilot conversation1 credit
Signup bonus500 credits
Free Trial500 Credits
New users get 500 free credits on signup — that's 500 Copilot conversations to fully experience all 25+ AI skills.
💬
Pricing plans are being finalized. Need more info or additional credits? Contact us via the bottom-right chat.
Ready to get started?
500 free credits on signup, connect SaleSmartly in 5 minutes