3c - Fr8Labs Client CRM

What this is

Fr8Labs Client CRM connects your AI assistant to your own company's CRM. Ask about leads and deals, add a lead from a photo of a business card, log a note, or turn a deal into a quotation in Fr8Labs FMS — in plain language, as yourself.

"Which deals are open for Orchid Line?" "Add this business card as a lead." "Create a quotation for the Acme deal."

It is a Do connector: it can change records, but only on your yes.

The one rule: it drafts, you approve

Every create or update starts as a draft. Your assistant shows you:

  • exactly what would be saved,

  • similar records it found across your whole company, so you don't create duplicates,

  • anything that will happen as a result (assignments, notifications), and

  • any required field that is still missing — it asks you for it instead of guessing.

It saves only after you answer yes in the chat.

What it can do today

Ask this

What happens

"What's open for Orchid Line?"

Looks up leads, deals, organizations and contacts, live, exactly as your own CRM screen shows you

"Add this business card as a lead"

Reads the card and drafts a lead. If the person is already in your CRM, it offers a note, task or deal on the existing record instead

"Log a call note on the Acme deal"

Adds a note, task, status or owner change

"Create a quotation for this deal"

Creates a real quotation in Fr8Labs FMS from the deal — one per deal

"Mark it Won"

Updates the deal; if it has a quotation, that is marked accepted too (Lost marks it declined)

What it never does: delete anything (close a record as Lost or Junk instead), change your CRM set-up (statuses, fields, users, roles), or read another company's CRM.

Security — your CRM, as you

  • It acts as you. Every request runs under your own CRM login, so you see exactly what your CRM screen shows and nothing else.

  • Walled to your company. Another company's CRM is refused.

  • Contact details are sent unmasked. Emails and phone numbers are your company's own records and go to the AI assistant you chose. Connect only an assistant your company is comfortable sharing them with.

  • Records are information, never instructions. Text in notes and timelines is never followed as a command.

  • Checked live. If your access is removed, it stops on the next request.

For totals, trends and pipeline reports over time, use Fr8Labs Analytics — Client CRM answers record-level questions.

Who can use it

Two things must be true:

  1. Fr8Labs has switched Client CRM on for your company. It is being opened company by company — ask your Fr8Labs contact.

  2. Your company admin has given you access. In the client portal open Team Access, click Edit access on the person, and switch on Fr8Labs Client CRM. Being an admin is not enough on its own — each person is granted it individually.

You also need a working login to your company's CRM. If you don't have one, your assistant tells you, and your CRM admin can fix it.

How to connect

Add the connector address https://notification-hub.fr8labs.co/mcp-crm the same way as Fr8Labs Actions — the steps for Claude, ChatGPT, Grok and Copilot are in Connect your AI to Fr8Labs. When you sign in, choose customer and use your normal Fr8Labs login. Then start with: "Who am I in the CRM?"