Your CRM inside Claude and ChatGPT
Each advisor connects their own account and talks to the portfolio: search cases, read the dossier, create tasks, log notes and move stages. It only does what the person authorized, and every write shows up in the case history.
Which TRF5 cases are stuck in negotiation?
buscar · court: TRF5 · stage: Negotiation
There are 3. Creditor J. P.'s case has had no activity for 9 days. Want me to create a task for tomorrow?
Yes, call at 10am.
criar_tarefa · tomorrow 10:00 · call
- ler
- tarefas
- notas
- conversas
- funil
- negocios