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For real estate agents
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For real estate agents

Connect Claude to your ActuallyCare CRM and talk to it like a colleague — no code, no terminal, no IT department.

You can connect Claude — the AI assistant at claude.ai — directly to your ActuallyCare CRM. No code. No downloads beyond what you already use. If you can paste a link, you can do this.

What "connecting Claude to your CRM" actually means#

Once connected, you stop clicking through screens and start asking questions, the way you'd ask a sharp colleague who has read every file in your office:

"What's closing this month?"

"Who haven't I talked to lately?"

"Draft a check-in email to the Hendersons."

Claude looks things up in your ActuallyCare account and answers with your real data — your escrows, your clients, your leads, your calendar. It can also do work for you, like adding a new lead or drafting a follow-up text. Anything it writes is a draft until you approve it, and you can see exactly what it's allowed to do on the permissions and safety page.

What you need#

  • An ActuallyCare account. The one you already log into at app.actuallycare.com.
  • A Claude account at claude.ai on a paid plan (Claude Pro or higher) — custom connectors aren't included in Claude's free plan. If you see a Connectors option in Claude's Settings, you're set.

That's the whole list.

What it costs#

For what's included with your ActuallyCare plan, see the pricing page on our main site. Your Claude account is separate and billed by Anthropic, the company that makes Claude — and Claude's free plan doesn't include connectors, so you need Claude Pro or higher.

There's no per-question charge from ActuallyCare — ask as much as you like. Questions count toward your Claude plan's normal usage limits, like any other Claude conversation.

Start here#

Setup takes about five minutes: paste one link into Claude, log into ActuallyCare, and approve the connection.

Follow the quickstart →

Then keep going#