• PIPELINE
  • NEW LEADS
  • HUMAN
  • REPORTS

How to track sales opportunities with your AI

Connect Xiaoshouyi / Neocrm once. From then on, your agent handles your CRM updates through conversation.

Ask AI about this page

Short answer

How can I track sales opportunities with my AI?

You talk to your agent about potential deals, and it manages the records in Neocrm. It can pull your current list of deals or add new ones as you chat. You'll get a clear view of your pipeline through simple text commands.

Where your data lands.

The outcomes of your chat.

The AI moves information between your conversation and Neocrm.

PIPELINE

Live deal tracking

The AI pulls your current list of deals from Neocrm. You see exactly what's in flight without opening a browser tab.

NEW LEADS

Instant opportunity creation

When a conversation turns into a lead, the AI creates a new record in Neocrm. Your pipeline stays updated as you talk.

HUMAN

Manual deal management

The AI doesn't change deal values or close out old opportunities. You still handle the heavy lifting of negotiation and final closing.

REPORTS

Pipeline visibility

You can ask for a summary of what's currently active. The AI reads your data to give you a clear picture of your workload.

The workflow

What your AI does when a lead arrives.

The AI acts as the bridge between your chat and your CRM.

  1. Check current status

    The AI looks at your existing pipeline to see if a lead is already known.

    list_opportunities

  2. Identify new deals

    It recognizes when you're talking about a fresh prospect that isn't in the system yet.

    list_opportunities

  3. Log the lead

    The AI writes the new prospect's details into Neocrm immediately.

    create_opportunity

  4. Confirm the entry

    The AI verifies the new record is active and ready for your follow-up.

    list_opportunities

Try it

Copy these to start.

Use these prompts to trigger the Neocrm tools.

Starting points

These are opening lines. Swap out the company names or contact details to match your actual leads.

Xiaoshouyi / Neocrm Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_slQncFCyUidec00c7KWGtbwrGAySTfgLHNyPfUY1/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Xiaoshouyi / Neocrm capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "xiaoshouyi-neocrm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_slQncFCyUidec00c7KWGtbwrGAySTfgLHNyPfUY1/mcp"
    }
  }
}
Copy into chat04

  • Show me all my current sales opportunities in Neocrm.

  • I just talked to Acme Corp; create a new opportunity for them in Neocrm.

  • List my open opportunities so I can see what needs follow-up.

  • Create a new deal in Neocrm for the contact at Globex Inc.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Xiaoshouyi / Neocrm once, then ask.

Just follow the link to connect your account. Your credentials stay encrypted on our side, and the full walkthrough lives on the Connector page.

Connect Xiaoshouyi / Neocrm to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete my existing opportunities?

    No. The AI only has tools to list and create opportunities. It cannot delete or remove any records from Neocrm.

  • 02

    Can I update the value of a deal through chat?

    No. The current tools only allow for listing existing deals and creating new ones. You'll need to update deal amounts manually in Neocrm.

  • 03

    Does the AI see all my CRM data?

    The AI only accesses the specific opportunity data provided by the Neocrm tools when you ask it to.

  • 04

    Will it create duplicate leads?

    The AI uses the list tool to check what's already there, but it's up to you to confirm if a lead is truly new before it creates a record.

  • 05

    How do I see my pipeline?

    Just ask your AI to list your opportunities, and it will pull the current data from Neocrm for you.

  • More questions about Xiaoshouyi / Neocrm? The Connector page answers them. See everything the Xiaoshouyi / Neocrm Connector can do

Connect Xiaoshouyi / Neocrm to Claude, Cursor, ChatGPT & more