Follow-ups at a glance
Overdue, due today, and upcoming follow-ups across your leads and opportunities, soonest first.
AI Assistants
Ask ChatGPT or Claude about your pipeline, read-only
Connect IRM365 to ChatGPT or Claude and ask about your work in plain language: today's follow-ups, hot leads going quiet, deals closing this month, and who in your team is behind. Every answer comes only from records you can already see in IRM365, and the assistant can never change anything.
Feature Workflow
What this module helps your team do
A quick map before the detailed product proof. Jump to the area that matters most.
See it answer
Ask in ChatGPT or Claude. The answer comes from IRM365.
The assistant reads only the records you can already see, names the tool it used, and refuses anything that would change your data.
Lead summaryTeam activityDeal statusRead-only
chatgpt.com · claude.ai
IRM365 connected
- In Claude: "Give me a summary of LEAD-DXB-214" — Sara Sharma · hot · contacted · owned by Aisha Rahman: Wants a 2-bed in Dubai Marina, AED 1.5–2.5M, paying cash Last contact yesterday on WhatsApp, three options sent Next: viewing today at 4:30 pm
- In ChatGPT: "What did my team do on hot leads this week?" — 42 completed activities on hot leads this week: Calls 24 · WhatsApp 11 · viewings 5 · meetings 2 Aisha Rahman leads with 14; Faisal Qureshi has 4
- In Claude: "Where does the Arabian Ranches villa deal stand?" — OPP-DXB-031 is at commitment, 80% likely to close: AED 5.2M expected · AED 5.04M quoted Reservation agreed last week; MOU discussion tomorrow
- In ChatGPT: "Mark Lucas Clarke's lead as lost" — I can't change anything in IRM365 — this connection is read-only. Open LEAD-DXB-188 in IRM365 to update its status there.
01Ask
Get answers from your CRM without opening a report
Ask the way you would ask a colleague. The assistant reads the matching IRM365 records and answers with references you can open in the app, using your company's timezone for every date.
- "What follow-ups do I have today, and which are overdue?"
- "Which hot leads have not been contacted this week?"
- "Summarise my opportunities expected to close this month."
- "Who in my team has overdue follow-ups?"
“What follow-ups do I have today?”
Leads
search_leadsget_lead
Follow-ups & activities
list_followupslist_activitiesget_activity
Opportunities
search_opportunitiesget_opportunity
Team & workspace
list_my_teamget_workspace_context
Nine read-only tools — none can create, edit or delete a record.
02Connect
Sign in once with your IRM365 work account
In ChatGPT or Claude, add IRM365 as a connector with the address https://mcp.irm365.com/mcp. You sign in on auth.irm365.com with your work email and password, pick your company, and choose which areas to share on the consent screen.
- ChatGPT: add IRM365 as a connector using the address above
- Claude: add IRM365 from the connector directory at claude.ai/directory/irm365
- Sign in on auth.irm365.com with your IRM365 work account
- Choose the areas to share; you can only share what you can already see
auth.irm365.com
Allow ChatGPT to read IRM365?
Marina Realty · Rania Haddad
Leads and follow-ups
Opportunities
Activity notesOff unless your company allows it
CancelAllow
Your password stays with IRM365 — the assistant only gets read access you approved.
03Control
Your company decides who connects and what is shared
AI assistants are off until a company admin switches them on. Admins choose which users may connect, decide whether activity notes can ever be shared, and can see and disconnect every connection at any time.
- Switch AI assistants on or off for the whole company
- Give permission only to the users who should connect
- Keep activity notes private unless you choose to share them
- See every active connection and disconnect any of them instantly
Settings · AI assistantsLet people connect ChatGPT and Claude
Who can connect
RHRania HaddadSales Manager
ARAisha RahmanSenior Sales Agent
FQFaisal QureshiSales Agent
Share activity notesKept private
Live connections
Rania Haddad · 2 h agoDisconnect
Aisha Rahman · just nowDisconnect
Capabilities
What you can ask
Nine read-only tools cover the questions agents and managers ask every day. The assistant chooses the right tool; you just ask.
Leads by status and priority
Search leads by name, reference, status, or priority, and see who owns them and when they were last contacted.
Pipeline review
Opportunities by stage, expected value, win probability, and expected close date.
Activity summaries
Recent calls, meetings, viewings, and tasks on any lead or opportunity you can see.
Team view for managers
Everyone in your reporting line, so follow-ups and activity can be grouped by team member.
Read-only by design
No tool can create, edit, assign, or delete a record. Phone and email fields are never returned.
FAQ
Frequently asked questions
No. The connection is read-only. It can search and read leads, follow-ups, activities, opportunities, and your team, but it cannot create, edit, assign, or delete any record.
Continue the workflow
Related features
IRM365 modules are connected. Explore the next capabilities that usually sit beside this feature in a real brokerage workflow.
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