Free — no credit card
EZYE OS · AI Automation
Your CRM just became a second job.
Claude can run the whole thing for you.
A step-by-step setup to let Claude Code update records, draft follow-ups, and clean your pipeline while you stay on calls.
What's inside
- Claude that works your open deals automatically
- Full Claude Code setup, start to finish
- Auto-drafted follow-ups for every cold lead
- A pipeline that cleans itself between calls
EZYE OS · AI Automation Cheat Sheet
The Self-Maintaining CRM: Claude Code Setup Guide
by Divjot Sahni · EZYE Consulting · ezye.com.au
Connect Claude Code to Your CRM
1
Install Claude Code and open your project folder
2
Add your CRM credentials as environment variables
3
Type the setup keyword to trigger the connection
4
Claude reads your open deals and maps your pipeline stages
Let Claude Work Your Pipeline
1
Claude logs call notes against the right record
2
It drafts the next follow-up touch for each open deal
3
Cold leads get flagged before they slip away
4
Duplicate and stale records get cleaned automatically
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