Bucket CRM

Bucket CRM is the CRM equipment dealers use to sell and service machines: pressure washers, floor scrubbers, compressors and the parts, chemicals and service contracts that go with them. This connector gives Claude a window into your dealership's customers and tasks, under your own login. Ask which customers in a territory own a machine older than ten years. Pull up a customer before a site visit: address, contacts, equipment, custom fields and recent notes. Add a note after the call. See what is scheduled this week, create a delivery task for Tuesday, reschedule one that slipped, or mark one complete. Everything runs as you. Claude sees exactly what you can see in Bucket CRM and can change only what you are allowed to change. Changes that overwrite existing information ask you to confirm first. There is no way to delete anything through the connector. Connecting takes about a minute. You sign in with your Bucket CRM login inside Claude, pick your dealership, and allow access. No keys to copy. Disconnect any time from Settings, then Integrations, in Bucket CRM; administrators can see and disconnect every assistant in the dealership. Requires a Bucket CRM account with AI assistants turned on for your dealership. Setup guide: https://mybucketcrm.com/connect-ai-assistants/