AI CRM and Project Management Software

Close the deal, then ship the project.

Sell and deliver in one place. Track deals in a pipeline, then run the work as projects with epics, tasks and subtasks. Use it in the browser, or let Claude and ChatGPT create tasks, move work and tell you what is blocked.

Start free Connect to Claude
  • Deals and projects in one place
  • Epics, tasks, subtasks
  • Priorities and blockers
  • Free up to 300 records

Free up to 300 records and 1 user. Unlimited records with All-Access, $9/mo.

PROJECT · NORTHWIND REBUILD3 EPICS · 14 TASKS
Deal won
NorthwindWebsite rebuild · 24k · project created by Claude
To do
Set up stagingTask · Build epic
Collect brand assetsTask · Design epic
In progress
Homepage layoutStory · Alex · High
Checkout bugBug · Highest
In review
Product page copyWaiting on client · 2 days
Done
Discovery workshopClosed Monday
FIELDSEpicPriorityAssigneeBlocked by

// how your AI helps

Run sales and delivery from your chat.

Ask in Claude or ChatGPT. Your AI turns a won deal into a project, creates and assigns tasks, and reports what is blocked and which deals need a follow-up.

CLAUDEKMS CONNECTOR

› Northwind signed. Mark the deal won and create a project with epics for design, build and launch, plus tasks for week one

Done. Deal marked Won. Project Northwind rebuild created: 3 epics, 7 tasks for week one, priorities set. Want me to assign them?

CHATGPTKMS CONNECTOR

› what is blocked across my projects, and which deals need a follow-up this week?

3 tasks blocked, 2 of them by missing API keys from Northwind. 4 deals need a follow-up. Draft the client nudge first?

// use cases

What teams run in it

01

Sales pipeline

Deals move through your stages with reminder timers, so follow-ups do not slip while the team is busy delivering.

02

Projects and tasks

Run the work as epics, stories, tasks, bugs and subtasks, with statuses from To do to Done.

03

Priorities and dependencies

Set priorities and link work with blocks and is blocked by, so your AI can tell you what is stuck and why.

04

Your agent's task log

Let Claude Code or another agent keep its own tasks, progress notes and next steps in the CRM, then pick up where it stopped.

// make it yours

Your workflow, not ours.

Describe how you sell and deliver and your AI sets it up: pipeline stages and reminders for deals, statuses, record types and priorities for projects. Changes are saved in history, so you can see what changed and roll back.

  • Add, rename or remove stages
  • Add fields that fit your work
  • Set reminder timers per stage
  • Start from an industry template
  • Every change saved as a version
  • Roll back in one step
HISTORYVERSIONED
  1. Added status "In review"by your AI · just now
  2. Created project "Northwind rebuild"by your AI · yesterday
  3. Set up pipeline stages for dealsby you · last week

› undo the last change

// pricing

Start free. Grow when you need to.

FREE

$0

Up to 300 records and 1 user. Browser and AI connector included.

Start free →
ALL-ACCESS

$9/month

Unlimited records, plus 2,500+ AI skills, prompts and agents in your chat.

See All-Access →
TEAM

$29/month

5 seats on the same CRM and the full skills library.

See Team →

// faq

Questions

Is it a CRM or a project management tool?
Both, in one workspace. Deals live in a sales pipeline with stages and reminders. Delivery runs in Projects: epics, stories, tasks, bugs and subtasks with statuses, priorities and links like blocks. Your AI works in both through the same connector.
How does Claude or ChatGPT change the CRM?
Through the KissMySkills MCP connector, the same one that loads your AI skills. Once it is connected, your AI can add and move deals, create and update tasks, link work and change stages and statuses. Changes are saved in history, so you can see what changed and roll back.
Who is it for?
Small teams that sell and deliver: agencies, consultants, software and IT teams, freelancers. If you track deals in one tool and tasks in another, this puts both in one place your AI can read.
Can an AI agent use it as its own task tracker?
Yes. An agent can log its tasks, progress notes and next steps as records, then read them back in a later session to continue where it stopped.
How much does it cost?
Free up to 300 records and 1 user. All-Access is $9 a month for unlimited records plus 2,500+ AI skills, prompts and agents. Team is $29 a month for 5 seats.

Sell it, ship it, one workspace.

Open the CRM free, or connect it to Claude and ask: set up a project for my new client with epics for design, build and launch.

Start free Connect to Claude

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