How It Works
Your AI researches the prospect,
updates your pipeline, and drafts
the follow-up while you watch
When your AI connects to PI6, it gets access to your entire sales operation and combines it with everything else on your machine. LinkedIn, your team chat, your filesystem, your email. All of it works together in a single conversation.
Real workflows
Things you can do today that no other CRM supports
Each of these happens in a single AI conversation. Your AI coordinates between PI6, your browser, your files, and your team's tools automatically.
LinkedIn prospecting
Browse the prospect's LinkedIn profile. Pull their current role, company size, recent posts.
Create a prospect record with all that context. Assign it to your pipeline.
Draft a personalized outreach message that references something specific from their profile.
Post-meeting follow-through
Read the transcript from Granola, Otter, or whatever you use for meeting notes. Extract action items.
Create follow-up tasks for each action item. Update the deal stage.
Post a summary to your Slack or Teams channel with next steps.
Pipeline reporting
Pull every deal closing this quarter with win probabilities and owner.
Generate a formatted report and save it as a spreadsheet.
Send the report to your sales lead with a summary.
Intake processing
A prospect fills out your intake form. Read the submission data.
Create the prospect record, map custom fields, schedule follow-up tasks.
Notify the assigned rep on Slack or Teams with the prospect details.
Competitive research
Browse a competitor's pricing page as a human. No bot blocks, no API limits.
Compare their offering against your deal notes and prospect requirements.
Draft a battlecard doc with objection-handling points.
PI6 doesn't replace your tools. It connects them.
Your AI sits at the center. Every tool you connect makes every other tool more useful. PI6 is one node in a growing graph.
Why can't HubSpot or Salesforce do this?
Traditional CRM AI runs on their servers, inside their walls. It can't open your browser, read your files, or talk to your other tools. And they charge you for it.
HubSpot
$1 per AI conversation. $1 per prospecting lead. Requires a $1,300/mo Professional plan to access any of it. Extra credits run $9 per thousand.
Source: hubspot.com/pricing
Salesforce
$2 per AI conversation, or $0.10 per action with a $500 minimum buy. Einstein Bots cost $75/user/month on top of your license.
Source: salesforce.com/service/ai/pricing
Monday.com
500 AI credits per month on paid plans. Their AI sales agent can't receive inbound calls, can't transfer to a human, and doesn't support custom prompts.
Source: support.monday.com
Pipedrive
AI is limited to email drafting and summaries. Automations run through Zapier, not direct connections.
Source: pipedrive.com
With PI6 + your AI subscription
A $20/mo Claude Pro subscription gives you more AI compute against your CRM data than HubSpot's $1,300/mo Professional plan includes. Claude Max at $200/mo delivers $600 to $1,500 worth of raw API compute. You're using a subsidized subscription instead of paying someone else's markup on the same models.
Setup
Connect in 30 seconds
Pick your AI client. Paste the config. That's the whole process.
Open Settings, go to Developer, click Edit Config. Paste into claude_desktop_config.json:
{
"mcpServers": {
"pi6": {
"url": "https://api.pi6.app/mcp",
"headers": {
"Authorization": "Bearer YOUR_API_KEY"
}
}
}
}Replace YOUR_API_KEY with the key from your PI6 dashboard under Settings.
Once connected, your AI automatically discovers every PI6 tool: searching contacts, moving pipeline stages, logging communications, running deal analysis.