Most CRMs that added AI bolted on a chatbot. CommissionIQ was designed around it. The AI, powered by Claude, is not a sidebar you ignore; it is how you run the whole thing.
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Tell it what happened and it updates your pipeline, logs activities, creates tasks, and answers questions about your deals. One command bar runs the CRM, the expenses, and the reporting.
Hit draft on any deal and get a follow-up email that already knows the account history, the stage, and the next step. Edit and send in seconds instead of staring at a blank draft.
Photograph a receipt and the AI reads the total after tip, the date, the vendor, and the category, then files it in ExpenseIQ. Mileage and recurring expenses are handled too.
Each morning the AI surfaces which deals are cooling, what is overdue, what the day is worth, and the single most valuable thing to do next.
Claude, from Anthropic. It powers natural-language commands, email drafting, receipt scanning, and the daily brief.
No. You write the way you would text a colleague. The AI figures out what you mean and confirms before making changes.
No. Your data stays in your workspace, isolated by row-level security, and is never sold or used to train models.
Add your deals, set your rates, and watch your commission forecast come alive. 30 days free, no credit card.
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