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Run your customer list with Claude instead of a CRM

Víctor Mollá is CEO of the software company Gurusup. The company cancelled HubSpot and saves 24,000 euros a year.

Done with ClaudeModerate

This is a public report, not advice from Skatteetaten, NAV, Altinn or an accountant. Check figures, deadlines and decisions against the original.

What was done

Víctor Mollá is CEO of the software company Gurusup. The company cancelled HubSpot and saves 24,000 euros a year. Its customer data now sits behind MCP, a standard that lets AI tools connect to other systems, and Mollá asks Claude for what he needs. Claude reads and writes the data directly, with no screens. He says little about the setup and mentions a tool called Brain that keeps the data current. Check the original.

How to do it

  1. Paste the prompt into the tool, and replace the text in brackets with your own.
  2. Read the answer through. Do not send, delete or publish anything until you have seen it yourself.
  3. Check the original before you trust a figure, a name or a date.

Try it with Claude

Connect to the customer data in [system], with read access only at first. Find the customers I have not heard from in [number] days, and make a short list with name, last contact and next step. Suggest which fields we actually use and which we can drop. Do not delete or change anything in the data. Show me the list before anything is changed. You are done when I have an overview I can work from.

Replace text in brackets with your own.

Done when. You have an overview you can work from.

Read the original

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