CRM integration

WorkCurrent + Salesforce

Claire turns Salesforce from a system reps avoid into a system that updates itself from every call.

How it works

Claire connects to your Salesforce org, respects your object model and validation rules, and writes back clean, structured updates from each customer conversation.

What WorkCurrent does in Salesforce

Automatic activity capture with call summaries and transcripts
Opportunity stage, amount, and close date kept current
Auto-create leads, contacts, and opportunities from calls
Deal health and risk views surfaced to managers
Conversation-adjusted forecast tied to opportunity records