Build your pipeline
Create your own stages, fields, and structure instead of forcing your sales process into someone else’s template.
The CRM your AI agent can safely operate.
Spend less time maintaining your CRM and more time moving deals forward. Tell your agent the outcome and let it handle the records, pipeline, and changes. Life is short. Your CRM backlog is not.
Works With
Claude Code
User request: Log today’s Acme call, then move the deal to in progress.
POST/api/workspaces/acme-7f3k2m/records/search
activity · call · company 4m7q2p9r6k1s
0 found · current · complete · read_id: [redacted]
POST/api/workspaces/acme-7f3k2m/records/create
activity · records: [call] · read_id from previous read
created 1 · ids: [5t3n8k2p6q1r] · change_id: 8k2m1p4q7r9s
POST/api/workspaces/acme-7f3k2m/records/search
deal · “Acme renewal”
9r2k7m4p1q6s · read_id: [redacted]
POST/api/workspaces/acme-7f3k2m/records/update
deal · ids: [9r2k7m4p1q6s] · patch: { stage: in_progress } · read_id from previous read
updated 1 · change_id: 2p8m4q1r7k9s
01 · Setup
Set up Sofatofu with 1 prompt.
Set up sofatofu by following https://sofatofu.com/skills/sofatofu/references/setup.mdcurl -fsSL https://sofatofu.com/install.sh | sh02 · Why Sofatofu
Your pipeline. Your data. Your agent.
Build the pipeline that fits your business. Let your agent access the records, keep them current, and adapt the CRM as your work changes. Sofatofu gives it room to work while protecting the underlying data.
Work directly with your data
Your agent can find companies, people, deals, and activities whenever it needs them. The data is available for real work, not trapped behind a dashboard.
Let your agent keep it current
Ask your agent to update deals, log conversations, organize records, or change the pipeline. Sofatofu handles the safeguards and keeps a clear history.
03 · Use Cases
CRM work you can hand off today.
From pipeline reviews to post-call updates, ask your agent in plain language and let it handle the CRM work.
Know what needs attention
“Show me open deals closing this month with no activity in 30 days, and flag anything without an owner.”
Your agent can search the pipeline by stage, close date, owner, activity, and custom fields.
Update everything after a call
“Log today’s pricing call with Acme, move the deal to Negotiation, and update its value to $25,000.”
Sofatofu keeps the company, people, deal, and conversation connected while your agent updates them.
Shape the CRM around your process
“Add a Qualified stage after Lead and create a Region field with EMEA, AMER, and APAC.”
Your agent can adapt stages and custom fields as your sales process changes.
Fix mistakes without hiding them
“Restore the contacts deleted this morning, except the duplicate for Acme.”
Your agent can inspect past changes, reverse selected records, and preserve a clear history of what happened.
Works acrossCompanies · People · Deals · Calls · Meetings · Emails · Notes · Pipeline stages · Custom fields
Get started
Give your agent a CRM built for the job.
Create a workspace, connect your agent, and start delegating routine CRM work with safeguards and a clear history.
The agent works. You don’t hover.