> Connect your CRM, define report criteria and review proposals before updating records.

Source: https://hice.ai/en/blog/web-ai-claude-crm
# Use Claude for clients, opportunities and pipelines

- Connect Hice to Claude
- Prepare a client briefing with verifiable data
- Read the pipeline without inventing a forecast
- Read, prepare and confirm a change
- Free plans, desktop and mobile devices
- Tools to put the workflow into practice

## Connect Hice to Claude

Open the connector flow available in your Claude environment, find Hice and complete sign-in to your account. If using a compatible custom connector flow, use https://app.hice.ai/mcp. The connection uses your Hice identity: naming a client in a prompt does not grant access to another workspace.

Verify the connection with a read-only request, then try a simple change you can inspect. For availability, configuration and differences between environments, consult the official Claude connectors documentation. Different interfaces can expose different settings.

## Prepare a client briefing with verifiable data

A useful prompt names the client, goal and sources: 'Prepare a briefing for this company using accessible Hice contacts, notes and opportunities. Separate what we know from open questions.' Specify the company or its identifier when names are similar.

Check that the report identifies the records used and does not treat an old note as a still-active request. Ask for draft next actions, then decide which become actual activities. An assistant can summarize context; it cannot establish an approved budget or client availability unsupported by any source.

## Read the pipeline without inventing a forecast

To analyze a pipeline, define the period, included stages and inactivity criterion. A concrete request is: 'Show open opportunities with no activity in the last thirty days and identify their owners.' Do not silently total different currencies or missing values.

A forecast needs further rules: probabilities, expected dates and calculation basis. Ask the assistant to expose these assumptions and distinguish nominal total from weighted value. A model-generated analysis is not a certified forecast; verify the records that most affect the commercial decision.

## Read, prepare and confirm a change

Requesting a report differs from updating an opportunity. Hice's connector separates reading from preparing writes: the assistant proposes an action, shows its details, and confirmation must concern that proposal. The AI product's approval can add another check.

For a practical trial, ask to change one field on a known record and inspect its identifier, previous value and proposed value. If the request changes, prepare a new proposal. Assistant approval preferences do not remove confirmations required by the connector or broaden your user's permissions.

## Free plans, desktop and mobile devices

Hice integration is included without an extra charge, including on Hice's free plan. This does not guarantee that every assistant's free plan exposes the connection or all its functions. Check your account for connector availability and provider limits. A LinkedIn subscription is not needed for standard profiles accessible free of charge.

MCP describes the connection rather than guaranteeing support in every interface. When switching from web to desktop or phone, try reading the same record and check available actions. A company API key in Hice chat is a different path with separate configuration and costs.

## Tools to put the workflow into practice

- CRM with Claude
- Connect ChatGPT and Claude
- AI reports

## Put this guide into practice with free software

HICE connects candidates, clients, consultants, timesheets and expenses. The free plan includes up to 10 employees and 5,000 CVs for companies, and 500 CVs for freelancers.

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