CRM Connector: AI agents that automate your workflows inside your CRM, field service and accounting apps, and integrations that sync them

Hi everyone, I'm Twan, and I built CRM Connector.

Why I built it Small teams run their business across a CRM, an accounting app and often a field service app. Keeping them up to date takes hours of copying, and most automation tools expect you to be technical. I wanted AI to do that work safely, from a chat.

What it does

• AI agents inside one of your systems: ask about your contacts, deals, quotes and invoices, and change records in plain words. Every change is shown first and only happens after your yes, with undo
• Automations: rules like "when a deal is won, add a task", approved once and then run on their own
• Integrations between two of your systems: contacts, invoices, quotes and deals stay in sync automatically
• Plan both in ChatGPT or Claude, and try an AI agent for free on your own records before you switch it on

I'd love your feedback on Which systems or workflows should I add next? Requesting a system is free, and I build the most requested ones for free.