Gain Rhino CRM

Gain Rhino CRM is the lead management and follow-up platform used by dental practices and home-service businesses. This connector lets Claude work inside your CRM as you, with your role's permissions and only within your own organization. What you can do: - Find leads by name, email, phone or company and read their full timeline: notes, emails, SMS and call summaries. - Keep the pipeline current: create and update leads, move them between stages, add notes, create and complete tasks, attach files and generate PDF documents such as proposals or meeting summaries. - Run sales reports: funnel by stage, win rate, revenue, sales cycle length and per-user performance. - Draft and send follow-up emails and SMS to leads from your organization's own mailbox and phone provider. - Set up the AI phone receptionist (admins with the Phone Agent add-on): configure its voice, greeting and transfer rules, turn your website into a business profile and FAQs, and activate it with a phone number you already own. Built for safe use: you sign in with your CRM account through OAuth; every tool is labeled read-only or write; sending messages is marked destructive so Claude asks before running it; the connector never buys anything or spends money; text inside CRM records is treated as untrusted data; usage limits prevent runaway sends; and every request is recorded in the CRM audit trail. Requires a Gain Rhino CRM account.