AI CRM Assistant
Search contacts. Draft emails. Create deals. In plain English.
The Aggrandize Assistant is powered by Claude and has direct access to every contact, company, deal, email thread, and activity in your CRM. Ask it anything. Write actions require your approval before execution — you stay in control.
What can the assistant do?
Search & Lookup
Find contacts by name, company, or category. Look up deal details. Search email threads. All in natural language.
Draft Emails
Ask the assistant to draft emails to contacts. It uses CRM context to write relevant, personalized messages.
Manage Deals
Create deals, update stages, add notes, link contacts — all through conversation. No forms required.
Create Contacts
Add new contacts and companies by describing them. The assistant handles classification and linking.
Human-in-the-Loop
Every write action requires your explicit approval. Review what the assistant wants to do before it happens.
Full CRM Context
The assistant sees everything — contacts, companies, deals, emails, activities. It can connect dots you might miss.