Most CRM systems are built for enterprises. Dozens of menus, mandatory fields for things you don't need, and per-seat pricing. For freelancers, small agencies, and solo entrepreneurs, that's overkill.
StudioMeyer CRM is an MCP server. You talk directly to Claude, and Claude manages your contacts, deals and pipeline. You do not need to open a second CRM application. An interactive dashboard is available for overviews too.
How does a CRM in chat work?#
Instead of filling out forms, you simply tell Claude what you need:
- "Create company Mueller GmbH, industry IT, website mueller-gmbh.de"
- "New deal: Website Redesign for Mueller, 5,000 EUR, stage proposal"
- "Show me the pipeline"
- "Which follow-ups are overdue?"
Claude runs the CRM tools in the background. You see the results directly in the chat -- formatted, sorted, with all relevant details.
37 Tools for the complete CRM workflow#
| Area | What you do with it |
|---|---|
| Companies | Create, update, delete (cascading) |
| Contacts | Manage contact persons, mark decision makers |
| Pipeline | Create deals, pipeline overview, forecast |
| Communication | Log interactions (email, call, meeting), timeline |
| Notes | Add notes to companies or deals |
| Analytics | Dashboard, health scores, revenue report, Stripe sync |
| Search | Full-text search across all 7 entity types |
| Leads | Capture, qualify, convert leads |
| Follow-ups | Tasks and reminders with priorities |
| Extras | Import/export, audit log, handoff, guide |
Installation#
Option 1: Hosted (get started immediately)#
https://crm.studiomeyer.io/mcp
Paste the URL into Claude Desktop, OAuth login, done. We handle the database and hosting.
Option 2: Claude Code#
claude mcp add --transport http crm https://crm.studiomeyer.io/mcp
What you can actually do with it#
Morning routine (2 minutes)#
"Give me the daily briefing."
Claude shows you: new leads since yesterday, overdue follow-ups (sorted by priority), pipeline overview, and alerts (inactive companies, at-risk health scores). One command instead of ten clicks.
Client management#
"Log a call with Mueller GmbH -- discussed timeline, next step is proposal by Friday."
Claude creates the interaction, automatically sets a follow-up, and updates the last contact timestamp. The timeline later shows all interactions and notes chronologically.
Pipeline at a glance#
"How's the pipeline looking?"
Claude delivers an overview of all deals, grouped by stage (Lead, Qualified, Proposal, Negotiation, Won, Lost). With weighted probability per stage and MRR/ARR calculation from your deal values.
Stripe integration#
If you use Stripe: One command syncs your active subscriptions. For new Stripe customers, a company, contact, and deal are automatically created.
"Sync Stripe."
After that, the revenue report shows: MRR, ARR, growth, and breakdown by customer.
The intelligent search#
Search works in three phases:
- German full-text search -- Finds "consulting" even when "consult" is stored (stemming)
- Fuzzy matching -- Handles typos: "Meuller" finds "Mueller". Umlauts are automatically resolved
- Prefix search -- Finds partial terms as a final fallback
The search covers all seven entity types simultaneously: companies, contacts, deals, interactions, notes, leads, and tags.
Health Scores: Which clients need attention?#
Every company automatically gets a health score from 0 to 100. The score is based on:
- Last interaction (when was the last contact?)
- Active deals (are there ongoing business relationships?)
- Follow-up discipline (are tasks being completed?)
- Communication frequency (how regular is the contact?)
Companies below 40 points get a warning in the dashboard. So you never forget a client.
Import and export#
Import#
- CSV or JSON -- Automatic column recognition for German and English headers
- HubSpot import -- 15 column mappings (First+Last Name, Job Title, Company Domain, etc.)
- Pipedrive import -- 7 column mappings
- Dry-run mode -- Preview without actually importing
- Duplicate detection -- Prevents double entries
Export#
Export contacts, companies, deals, or leads as CSV or JSON. Maximum 10,000 rows per export.
The built-in guide#
On first start, simply type: "Show me the CRM guide."
Claude explains 12 topics interactively: from the first five minutes (create company, contact, deal, dashboard, follow-up) to advanced features like Stripe sync, health scores, and pipeline forecast.
Tips for productive use#
-
Start with five companies. Add your most important clients, each with a contact person and an active deal. Takes five minutes and you have a working pipeline immediately.
-
Log every interaction. A brief sentence is enough: "Call with Mueller, feedback on design was positive." Over time, a complete timeline emerges.
-
Use follow-ups as your task list. Instead of a separate to-do app: "Create follow-up: call Mueller, priority high, by Friday."
-
Automate leads. Through the webhook endpoint, leads can flow automatically from your website form or newsletter into the CRM.
-
Export monthly. A CSV export of your contacts as a backup and for analysis in Excel or Google Sheets.
Pricing#
| Tier | Price | Companies | Contacts | Deals |
|---|---|---|---|---|
| Free | $0 | 50 | 200 | 100 |
| Pro | 9 EUR/mo | 500 | 5,000 | 1,000 |
| Team | 19 EUR/mo | Unlimited | Unlimited | Unlimited |
All 37 tools are available in every tier. The differences are in data volume and API rate.
Privacy#
- EU hosting: our own servers at Hetzner, Nuremberg (Germany)
- Tenant isolation: Each user has separate, isolated data (separate tenant data)
- Hosted SaaS: We run the server. There is no self-hosted edition. The public connector documentation is not the server source code.
- Audit log: Complete tracking of who changed what and when
StudioMeyer CRM is for business owners who want to handle their customer records mainly in chat. You can start free with a few companies and try whether that way of working suits you. The built-in guide walks you through the functions step by step.
