BULLS CRM

BULLS CRM is a CRM built for outbound phone prospecting teams (SDR/BDR), made in France by Bullaria. With this connector, a team owner can ask Claude to: - report on the team's activity over a period (calls, notes, emails, tasks, appointments booked per agent); - count leads by status, project or agent, and search leads by name, company, city, email or phone; - read a full lead record with contacts, history and opportunities; - list missions, appointments/sales, overdue tasks and saved Smart Views. If the owner granted write access when connecting, Claude can also move leads through the pipeline (up to 50 at a time, each change noted in the lead history), add notes and follow-up tasks, fix contact details, add new leads to the unassigned pool (duplicates skipped), hand leads over from one agent to another (preview first), and save filtered Smart Views. Safety by design: access is limited to the owner's own company, with exactly the same permissions as in the CRM. The owner chooses read-only or read & write at connection time and can disconnect at any time from the CRM. The connector never deletes data and never sends emails. Every change made through Claude is signed "via AI assistant" in the lead history and logged server-side. Requires a BULLS CRM account with the owner (Manager) role. Interface and data are in French.