Talk to Your CRM. Literally.
Ask Claude or ChatGPT about a job the same way you'd ask a teammate. Connect your Ketterly account once, and your AI assistant can look up leads, check invoice status, pull a revenue report, or create a task — all in plain English, without you opening the app.
Ask instead of clicking through screens
"What's outstanding on the Maple Ave job?" gets you an answer in seconds — no navigating to the job, the invoice tab, and the payment history separately.
Works with the AI tools your team already uses
Connect Claude or ChatGPT directly — no new app to learn, no separate login. Your CRM becomes one more thing your assistant already knows how to talk to.
Secure by default, scoped to each person
Connections use OAuth, and a key only ever sees what its owner can already see in Ketterly — a rep's assistant and an admin's assistant get different answers, automatically.
Not just read-only — it can act
Beyond answering questions, your AI assistant can update a lead's status, create a task, or pull a report — the same actions you'd take in the app, from a conversation.
How It Works
- 1
Connect Claude or ChatGPT to Ketterly once, using a secure sign-in — no API key to manage for most people.
- 2
Ask about any lead, job, quote, invoice, or report in plain English.
- 3
Your assistant answers using your live Ketterly data — scoped to exactly what you can already see.