Three steps
Get connected
Set up your workspace
Create a workspace, invite your team, configure your pipelines and custom fields.
Connect your AI
Paste one config snippet into Claude, Cursor, or any MCP-compatible AI client. Takes about 30 seconds.
Start working
Ask your AI to research a prospect, update a deal, or draft a follow-up. It pulls from PI6 and every other tool you've connected.
Workflows that weren't possible until now
LinkedIn to pipeline
Research a prospect on LinkedIn, create their record in PI6, and draft personalized outreach. One conversation.
Pipeline to inbox
Pull your deals closing this quarter, generate a report, and send it to your team. No exports, no formatting.
Intake to action
A prospect fills out your form. AI creates the record, schedules follow-ups, and notifies the right rep on Slack or Teams.
Everything you need to run sales operations
Pipeline Kanban
Drag records through stages you define. Build separate pipelines for sales, onboarding, or whatever your workflow needs.
Contacts and Accounts
Custom fields, linked communications, and relationship tracking across every record.
Deal Intelligence
AI-powered analysis that scores deals, flags risks, and recommends next steps based on your pipeline data.
Automations
Workflows that fire on stage changes, form submissions, or schedules. The routine stuff happens without you.
Intake Forms
Publish forms that feed straight into your pipeline. Submissions create records with custom fields already filled in.
Shared Skills
Store prompt templates and agent configurations your whole team can use. Your AI playbook lives next to your data.
One AI, every tool, one conversation
Your AI connects to PI6 for CRM data, Slack or Teams for messaging, Google Drive or Dropbox for documents, Granola or Otter for meeting notes. PI6 is one node in a graph of tools your AI can orchestrate. You use your own subscription. No markup, no credit packs, no per-query fees.