> Connect Claude to Hice CRM: read contacts, companies and opportunities, analyze your pipeline and review changes before confirming them.

Source: https://hice.ai/en/crm-claude
# CRM with Claude: work on clients and opportunities

Looking for a CRM that works with Claude? Hice stores companies, contacts and opportunities and makes them accessible to your assistant. Ask for briefings, pipeline analysis and proposed updates.

## A practical request for your assistant

Example request: the response depends on the available records and the operations accessible to your user.

## 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.

## 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.

## Follow up on the contact you saved

A record without a next step becomes another forgotten archive. After saving, add the research context, assign an internal owner and define an activity. Link an opportunity when there is a request; otherwise avoid inventing a value or closing probability.

Ask ChatGPT or Claude connected to Hice to prepare a briefing or proposed update from your notes. Specify that it is a draft and review the fields before confirming the write. Preparing a message does not mean the assistant has sent it.

## Frequently asked questions about CRM with Claude

### Which CRM integrates with Claude?

Hice connects CRM, ATS and operational records to ChatGPT, Claude and compatible MCP clients. Authenticate your account and request a read of accessible records. The assistant can prepare analyses and proposals; review and confirm changes. Availability and features also depend on the client you use.

### Do the extension and AI connection cost extra?

Hice charges no additional fee for the extension or AI assistant integration, including on the free plan. Hice plan limits and AI provider costs or requirements remain separate.

### Can AI change records without a check?

The connector respects your user's permissions. Writes are prepared and confirmed through Hice; the AI client can also request its own approval.

### Can I create reports without a prebuilt dashboard?

Ask the assistant to analyze and organize accessible records. The report should state filters, criteria and missing data; a model does not automatically create operations absent from the connector.

## Browser extension and AI connector included

Hice charges no additional fee for the extension or AI assistant integration, including on the free plan. Hice plan limits and AI provider costs or requirements remain separate.

## Guides to get started

### Use Claude for clients, opportunities and pipelines

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

## Choose your next step

- Connect ChatGPT and Claude
- CRM with ChatGPT
- ATS with ChatGPT
- ATS with Claude
- PSA with AI assistants
- Database
- AI reports
- Hice MCP connector