Your CRM already has the data. Claude adds the judgment.
Claude reads every lead, detects closing signals, scores it, drafts the first message in your tone and proposes the next pipeline step. It is a judgment layer on top of the CRM you already have, with a person deciding whatever commits money.
4
channels
in a single inbox
1
record per account
no loose copies
L2
follow-ups
executed, with notice
8
industries
same engine running
UNDER THE HOOD
It shows you why along with the number.
A scoring model that doesn't explain its reasoning is a black box your team won't trust. Claude exposes every signal it detected, how much it weighed, and what it recommends doing.
Sample lead
Raw lead comes in
Web form: "I need a quote for a fleet of 12 vehicles, budget approved, we decide this week". Replied to 2 emails in 40 min. Title: Director of Operations.
Explicit purchase intent
"budget approved" + "we decide this week" → high urgency
Relevant volume
fleet of 12 units → above-average ticket
Decision authority
Director of Operations → signs the purchase
Measurable engagement
2 replies in 40 min → attention window open NOW
Score
94/100
Verdict from Claude
Assign to close. Call within 15 min. Claude drafted the first message.
Raw lead comes in
Downloaded a pricing PDF. Title: Analyst. No reply to 2 follow-ups. Mid-size company in target industry.
Research interest
pricing download → evaluation phase, not decision phase
No visible decision authority
Analyst → influencer, not the signer
Cold engagement
0/2 follow-ups → do not prioritize human channel yet
Correct account fit
target industry + size → worth nurturing, not discarding
Score
41/100
Verdict from Claude
Automatic nurturing sequence. Re-evaluate when new engagement is detected.
Raw lead comes in
Opportunity in "Negotiation" for 28 days. Last interaction 11 days ago. Contact stopped opening emails. Competitor mentioned in last seller note.
Stage stagnation
28 days in Negotiation vs 9-day average → friction signal
Contact silence
11 days without interaction + emails unopened → cooling off
Competitive threat
competitor cited in note → active loss risk
Historical pattern
deals with this pattern close as lost 71% of the time
Score
23/100
Verdict from Claude
Alert the manager. Suggests retention offer + decision-maker call, not the salesperson.
WHAT AI DOES IN YOUR CRM
Five jobs your team should no longer do by hand
Each one runs on every lead that comes in, with its rule and its trace. Your salesperson receives context, not tasks.
claude.classify(lead)
Tags every lead without anyone touching it
Industry, intent, urgency, account fit, language, preferred channel. The lead comes in raw and exits structured into the right pipeline.
› input
Lead: "hi price for the enterprise plan for 50 employees, urgent"
› claude →
segment: Enterprise (50+ employees)
intent: direct quote request
urgency: high ("urgent")
language: en · channel: WhatsApp
→ pipeline: Corporate Sales
claude.draft(reply)
Writes the first message in your tone, not a bot's
Learns from your best closed conversations. Template with resolved variables: name, product, lead context, concrete next step.
› input
Reply to corporate lead · Boosty tone · goal: schedule assessment
› claude →
Hi Andrea, I saw you need the plan for 50
people. Let me get you the exact number in a
20-min call — no corporate deck.
Does tomorrow 10am work or do you prefer Thursday?
— sent · logged in Kommo
claude.rank(pipeline)
Ranks the pipeline by real probability, not by date
Every morning your salesperson opens the CRM and the top 5 leads are the 5 most likely to close today — with the reason next to them.
› input
Pipeline: 47 open opportunities
› claude →
1 · Distrib. Andina — 94% · replies +3 today
2 · Grupo Caribe — 88% · budget approved
3 · Tecnomar — 81% · requested contract
...
→ rest: automatic nurturing
claude.signals(deal)
Sees the closing — or loss — signal before you do
Conversation intelligence on emails, notes and messages. "Mentioned competitor", "asked for discount", "stopped responding": each pattern triggers an action.
› input
Seller note: "client compared with [competitor], asking for 15% off"
› claude →
⚠︎ signal: active competitive comparison
⚠︎ signal: discount request → decision phase
loss risk: medium-high
→ action: escalate to manager + success case
claude.nextStep()
Not "follow up". What to do, with whom and why
The difference between a reminder and a co-pilot. Concrete action, channel, timing and the reasoning behind it.
› input
Deal: Inversiones Caribe · 88% · 6 days without contact
› claude →
action: call from decision-maker (not salesperson)
reason: high ticket + silence = needs weight
timing: today before 5pm (client time zone)
script: Claude prepared it · see in Kommo
LIVE SYSTEM · Grupo Latitud
This is what it looks like inside an AI-operated system — and how it is governed.
A lead comes in on WhatsApp at ten in the morning. Today that is a message someone has to read, understand and turn into work. Here the system does it — with rules.
Modules in this tour
- 01A lead comes in on WhatsApp
- 02The opportunity is born from the conversation
- 03What to do, with whom and why
- 04Whatever commits money waits for a person
- 05The rule that governs it all
Boosty Standard for Operating with AISimulated AI · demo data
THE SAME ENGINE
One single AI. Signals change, judgment does not.
We don't train a different model per industry. The same judgment engine reads the signals specific to each business. This is already running in production.
Signals specific to the industry
Signals specific to the industry
Signals specific to the industry
Signals specific to the industry
Signals specific to the industry
Signals specific to the industry
TWO-WAY SYNC
A live conversation between Claude and your CRM.
The lead is enriched in Claude, the stage moves in Kommo, the rep writes a note and Claude re-evaluates it. Back and forth, in seconds, with nobody copying and pasting.
Kommo CRM
where your team works
Claude
judgment layer
IN THE SYSTEM · OMNICHANNEL INBOX
Every conversation arrives with its account. And with what the agent checked before writing.
WhatsApp, email and web in one inbox. The agent replies with system data —price, availability, history— and when it does not have it, hands over with a summary. Anything that commits money, like a discount, waits for a person.
- What it checked before replying, in view
- No account in the master record, no price
- Discount above the cap: an approval, not silent permission
Real screenshot of the system · demonstration data
AUTONOMOUS PIPELINE
Each card moves on the signal that justifies it.
Claude moves the stage when it detects the signal and writes down why. The rep reaches each opportunity with the context already read.
New
2Distrib. Andina
Inversiones Sol
Qualified
2Grupo Caribe
Logística Pro
Negotiation
1Tecnomar SA
Closing
0watching pipeline...
IN THE SYSTEM · PIPELINE
The opportunity already exists. An agent opened it.
Board by stage with weighted value and stalled opportunities up front. Those created by an agent say so, with the conversation they came from.
Real screenshot of the system · demonstration data
ARCHITECTURE
How a lead travels from minutes to seconds.
Real serverless infrastructure, not slides. Every lead runs this path in ~4 seconds, on the CRM you already use.
Intake
Web · WhatsApp · Meta · Kommo
Edge Function
Supabase Deno · normalizes + validates
Claude
classifies · scores · drafts · reasons
Memory
Supabase · context + history
Action
Kommo · WhatsApp · manager alert
THE NUMBER
Move the sliders. That is what sorting and replying costs you today.
This is arithmetic on your own numbers: we project no return and promise no improvement. What changes with the system is that this work stops depending on someone having time — and that every decision is recorded.
Hours a month sorting and replying
53 h
≈ 6.7 eight-hour days · 18 h per person
400
leads / month
8 min
per lead, today
6.1
leads per person / day
CONNECTED STACK
Lives on your CRM. Does not replace it.
The judgment layer connects to what you already use. If your CRM has an API, we talk to it.
Claude · Anthropic
Claude PartnerThe judgment engine: classification, scoring, drafting and reasoning
Kommo CRM
PartnerBidirectional sync: the lead is enriched here, the stage moves there
Monday.com
PartnerWhen the deal is won, the project starts on its own
WhatsApp Business
Claude's first message goes through the channel where the lead responded
Make / n8n
Webhooks to any legacy CRM or ERP without a modern API
Supabase
Deno Edge Functions for real-time scoring + context memory
Frequently asked questions about CRM with AI
No. It is a judgment layer that lives ON TOP of the CRM you already have. If you use Kommo we integrate it natively; if you use another with a REST API, same; if it is legacy without an API, we connect it via Make/n8n. Your team keeps working where they already work — just now with context.
You define the limit. By default: classifies and scores on its own (low risk), drafts but a human approves sending, and only SUGGESTS moving stages or escalating. When you trust the judgment, you enable more automation. It is gradual, not a leap of faith.
Because a scoring model your team doesn't understand is a scoring model your team ignores. The reasoning adds no perceptible latency (4s per lead) and is what makes the salesperson trust and act. Black boxes don't change behavior.
It works from the very first lead — the judgment does not require 'training on your history' to start. With your historical data the model calibrates probabilities better, but on day 1 it already classifies, drafts and prioritizes with solid judgment.
We give it your best closed conversations and your guidelines. Claude doesn't invent a tone — it replicates yours. Every generated message is logged and editable before sending until you trust the output.
Yes, natively. It detects the lead's language, responds in their regional variant and handles the Spanish/English mix typical of the US Hispanic market. It reasons in the lead's language, with no translation in between.
What usually comes out of the box is templates and a chatbot that summarizes emails. Here the AI explains its reasoning and orchestrates the next step: 'this deal is at risk for these 3 signals, escalate it this way'.
It is defined in the assessment. The scope — what gets built first and what waits — comes from what we see in your operation, not from a catalog. Book 30 minutes and we give you the range in writing.
A WORD FROM THE FOUNDER
“A CRM pays off when every lead is read in time and someone decides which one is worth it. The AI prepares that reading.”
A CRM works like a hospital emergency room: what orders the day is triage, knowing which case to see first and why. Many teams have the full CRM — fields, stages, automated emails — and triage still depends on whoever has time to open the inbox. That is how a lead ready to buy can wait for days while the salesperson handles another one.
CRM with AI puts triage inside the system: the AI reads every lead as it arrives, cross-checks what it says against the account and its history, scores it and writes down why. The salesperson gets the list in order with the reasoning next to it, at any hour and across every lead. Which lead to pursue, which offer to make and when to close is still decided by a person.
For the business, that means a pipeline where every priority has a written reason you can review. Book 30 minutes with me: we look at the reasoning live on one of your leads. How long does your team take today to read a new lead?
Gabriel Montiel
CEO · Boosty Digital
LET'S TALK
Ready for a CRM that has judgment?
Schedule a 30-minute assessment. We bring one of your real leads and show you Claude reasoning live. No corporate deck.