Save to Sell

Save to Sell is a sales tracker built by actual B2B sales reps, for B2B sales reps. Connect it and Claude works your Sales Tracker with you in plain words. Update it the way you like to work. In Claude, type it, say it out loud, or share a picture of a business card or a LinkedIn profile, and Claude adds the lead. In the Save to Sell app, upload screenshots and business cards or bring in a big Excel, CSV or PDF list. It all lands in the same tracker, and Save to Sell catches duplicates and keeps old phone numbers and emails in the notes. Ask who's due for a follow up today, and Claude lists the leads that are due with the next step for each. Every lead starts with 7 touchpoints (two emails, a LinkedIn connect, a call, a letter, a drop by and a break up email) that you can rename, reorder or change any time, and Claude checks off each one you do and tells you when the next one is due. When it's time to write, Claude reads your Sales Summary (what you sell, who you sell to, your proof and your writing rules) and the examples in your swipe file, so drafts sound like you. Save a draft to a lead and it waits in the Save to Sell app with a button that opens it in your email app. Claude can't delete leads, see your plan or payments, or send anything for you. Free to start: the connector works on every Save to Sell plan, Free included.