CRM demoDemo

Connect an assistant

Run the CRM from Claude or ChatGPT: ask who someone is, log a call after a meeting, move a deal, see what is due.

Claude

Web, desktop and phone
  1. Open Settings, then Connectors, then Add custom connector.
  2. Paste one of these addresses and add it.
EverythingRead, change, delete and restore; imports and settings for the owner
https://crm.waronsaas.com/mcp
Read and writeLook things up, add and change records; no deleting
https://crm.waronsaas.com/mcp/write
Read onlyFor a summarising agent: it can look, never change
https://crm.waronsaas.com/mcp/read

Claude asks you to sign in with your warOnSaaS account the first time. The connection then acts as you, and your account page can end it.

Claude Code

Terminal
claude mcp add --transport http crm https://crm.waronsaas.com/mcp

Then type /mcp to sign in.

ChatGPT

Any paid plan
  1. Create a GPT, then Configure, then Create new action.
  2. Import the actions from this address.
https://crm.waronsaas.com/openapi.json

Try saying

  • Who do we know at Birch Law?
  • Log a call with Dana Whitfield: she wants three sample reminders by Friday.
  • Move the Lakeview listing pages deal to Won.
  • What is overdue for the team?
  • SELECT Name, Amount FROM Opportunity WHERE CloseDate = THIS_QUARTER

Ready-made workflows

Prompts

Pick these from the prompt menu in Claude, or type them as slash commands in Claude Code.

  • Call prep/call_prep · Before a call: who they are, open deals, last touches
  • Deal review/deal_review · One deal: history, risks and the next step
  • Pipeline review/pipeline_review · What is closing, what is stuck
  • Lead triage/lead_triage · Who to call, who to convert
  • Forecast summary/forecast_summary · This quarter by forecast category
  • Weekly update/weekly_update · What happened this week

Host it yourself, free

Open source

This is the public demo. Sign in and your team gets a space of its own, with everything exportable at any time. The same app runs on your own server with any Postgres, SQLite or a GitHub repo, at no cost. One command:

docker compose up

From the code at github.com/warOnSaaS/crm (AGPL-3.0). Moving later is an export and an import: nothing is locked in.

Or let us host itThe same app run for you, at cost plus a small fee. Coming with the warOnSaaS suite.