Review your pipeline
Read your pipeline stages and recent deals. Ask for a summary and suggested next steps based on the records returned.
ChatGPT and Codex
Work with your CRM from chat
Review your sales pipeline, find contacts and companies, update deals, and record activities from ChatGPT or Codex using your IndieCRM account.
The public plugin directory release is coming soon. IndieCRM is operated by Daniel Sinewe.
Find people and companies
Search the contacts and companies in your selected workspace by name.
Keep deals up to date
Create a deal, move it to another stage, or record a note, call, email, or meeting activity.
Use your existing account
Connect with your IndieCRM account and approve access in the sign-in flow. The plugin works with the workspaces you can access. If you have several workspaces, specify which one you want to use.
“Review my IndieCRM pipeline and suggest next steps for my open deals.”
Deal, contact, and company lists return up to 200 recent results without pagination. Logging an email or meeting records an activity; sending messages and scheduling meetings are available in the IndieCRM app. Lead research imports require access to the New leads private beta.
You can also review saved research and ask to verify and enrich an existing contact's LinkedIn profile. Enrichment can update contact details and images and may use metered provider research. Saved research lead lists support pagination. To complete CLI setup, start a setup request from Apps & CLI in IndieCRM.
Data returned to your chat is processed by the host you use. Read our Privacy Notice and Terms & Conditions for the IndieCRM service.