Anvil CRM

Description

From the marketplace listing

Anvil is a lightweight CRM built for small businesses and growing sales teams. It gives your team one place to keep every customer account current, see what is happening with each one today, and plan the next move. Companies, people, deals and leads live together in Anvil, with activities, notes and comments attached to the right record. Pipelines show where every deal stands, and reports and dashboards are built from live CRM data, so your numbers stay current without spreadsheet work. Custom fields and objects let Anvil fit the way your business sells, and every change is kept in an audit trail. With Anvil in ChatGPT, you work with your CRM in plain language. Look up a customer and their history, review your pipeline by stage, and find overdue follow-ups and deals that need attention. When your workspace allows it, you can also create and update records, log tasks, calls and meetings, comment on records, and move deals and leads through your pipeline stages. Anvil in ChatGPT is for teams that use Anvil. You sign in with your Anvil account, choose which workspaces to connect, and decide whether the assistant can make changes. Every request runs with your own permissions, and a workspace admin controls whether AI assistants can read or change data. The assistant cannot write email messages, change billing, or reach workspaces you did not connect, and deleting a record needs an explicit confirmation. A change can cause only two kinds of email, the same as when you make it in the app: a workspace invitation that an admin asks for, and the Google Calendar updates that Google sends to the attendees of a task, call or meeting on a member's connected calendar.