AI sales reports · Advance
Ask the pipeline. Get an answer, not an export.
“Which deals are closest to closing?” “Where does each rep stand this quarter?” Field CRM's AI reporting assistant answers from live data, and its MCP connector lets you ask the same questions from Claude or ChatGPT.
What you can ask
The questions managers actually have.
Answers come from what your team logs every day: activities, deals, quotations and lead sources, filtered by date, rep or outcome.
Three ways to see it
Dashboards, an assistant, and your own AI.
Dashboards
Pipeline, funnel and forecast at a glance, with reporting by source, disposition and team member.
AI reporting assistant
Built into Field CRM. Type a question and get an answer drawn from live data, not last week's export.
Claude & ChatGPT, via MCP
Connect the assistant you already work in with a secure, per-account token and ask from there.
About the MCP connector
Your CRM, inside the AI you already use.
MCP, short for Model Context Protocol, is an open standard for connecting AI assistants to business software. Instead of exporting a report and pasting it into a chat, you connect Field CRM once, and Claude or ChatGPT can search your companies, deals and contacts and pull live reports whenever you ask.
An owner can ask “how did the Expo leads do this month?” from the same chat where they're drafting a proposal. Answers are only as good as the data behind them, which is why the rest of Field CRM makes logging fast: one-sentence visit logs and scanned visiting cards.
FAQ
AI reporting questions.
What is an MCP connector?
MCP, the Model Context Protocol, is an open standard that lets AI assistants connect to other software. Field CRM's MCP connector lets Claude or ChatGPT search your CRM records and pull its reports, so you can ask about your pipeline from the assistant you already use. Read the full explainer.
Which AI assistants can I use?
The AI reporting assistant is built into Field CRM. Through the MCP connector you can also ask from Claude or ChatGPT.
How is access to our data controlled?
The connector uses a secure, per-account token, and each account's data is isolated, access-controlled and backed up.
Which plan includes AI reporting?
The AI reporting assistant, dashboards and the MCP connector are part of the Advance plan. Standard users can see them and request an upgrade in one tap.
Do I need to build reports or write formulas?
No. Ask the way you'd ask a colleague, for example “how many meetings did Rahul log last month, and what came of them?”
Ready when your field team is.
Sign in and start the same day. No IT setup, no training weeks, and no data migration needed before you see value.
Prefer email? [email protected] · WhatsApp +91 90167 66703