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Your customer graph, inside Claude.

Actioner passively captures your emails, calls, and tickets, builds a living map of every relationship, and makes it all available the moment Claude needs it. No data entry. No tab switching. Just ask.

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Why AI Hasn't Helped

Every AI tool in sales has the same blind spot

ChatGPT, meeting assistants, email AI: they only see fragments. Each is partly right. None is useful enough.

The blind men and the elephant: each AI tool sees only a fragment of the deal
Generic AI
Limited context
Current email thread
Previous emails with customer
Call transcripts & discussions
Stakeholder map
Full relationship timeline
Conversation sentiment shifts
Cross-account patterns
Unanswered threads & gaps
A
Actioner
Full context
Current email thread
All previous emails with customer
Every call transcript & discussion
Complete stakeholder map
Full relationship & interaction timeline
Conversation sentiment & tone shifts
Cross-account patterns & connections
Unanswered threads & follow-up gaps

See the Difference

Same prompt. Different output.

Here's what Claude says without Actioner vs. with Actioner. Same AI, completely different result.

Claude without Actioner
Partial context
Prompt: "Write a follow-up email to Sarah about our proposal"

Hi Sarah, I hope this email finds you well. I wanted to follow up on the proposal we discussed. Please let me know if you have any questions or if there's anything else I can provide.

Looking forward to hearing from you.

Best regards

Claude with Actioner
Full context
Prompt: "Write a follow-up email to Sarah about our proposal"

Hi Sarah,

Following up on our call Thursday where you mentioned needing to get Tom from IT aligned before the CFO review. I've attached a technical one-pager that addresses the API integration concerns he raised.

I know you mentioned Competitor X is also in the running. Happy to set up a call focused on how our 4-week implementation fits your Q2 deadline.

Should I reach out to Tom directly?

References 3 conversations, 2 stakeholders
Claude without Actioner
Partial context
Prompt: "Is the DataFlow deal at risk?"

Based on the information provided, I don't have enough context to assess the DataFlow deal.

Could you share details about: recent communications, deal stage and timeline, key stakeholders involved, any concerns that have come up…

Claude with Actioner
Full context
Prompt: "Is the DataFlow deal at risk?"

Yes, High Risk. Here's why:

Champion went silent: Sarah hasn't responded to 3 emails since Feb 3 (9 days). Last email mentioned "internal restructuring."

Competitor activity: On Jan 28 call, Tom mentioned they're "also looking at Competitor X."

Timeline slipping: Original close date was Feb 15. No updated timeline discussed.

Evidence linked to each point
Claude without Actioner
Partial context
Prompt: "What should I do next on the Acme deal?"

Here are some general next steps you might consider:

• Schedule a follow-up meeting
• Send a summary of your proposal
• Check in with key stakeholders
• Address any outstanding questions

Would you like me to elaborate on any of these?

Claude with Actioner
Full context
Prompt: "What should I do next on the Acme deal?"

Priority: Get the CFO involved.

On your last call, Sarah said "nothing moves without David's sign-off" but you haven't engaged him yet.

Suggested action: Ask Sarah to set up a 15-min intro with David. Position it around the ROI analysis she requested on Jan 22.

Also: The security questionnaire from IT is still pending (sent Jan 30). Follow up with Tom.

References 4 conversations, 3 stakeholders

The Shift

The fix isn't another copilot. It's a complete graph, in the right place.

Solving this requires two things most AI tools don't do:

First, capture everything into one place. Not just emails. Not just calls. Every conversation across every channel, processed, connected, and maintained as a living graph of every relationship, deal, risk, and open item. No manual entry. No stale fields. A customer graph that builds itself.

Second, surface it where your team already works. And increasingly, that's Claude. Your team isn't asking for another dashboard with an AI chatbot stapled on top. They're already in Claude Desktop, thinking, writing, planning their day. What they're missing is the context.

Everyone else is racing to add AI to their product. We did the opposite: we built the intelligence layer that makes the AI you already use actually useful for revenue work.

How It Works

Three layers. Zero manual entry.

1

Zero-Touch Capture

Actioner connects to your email, calendar, and conversation tools. Every customer interaction is captured automatically. No logging, no copy-pasting.

You sell. Actioner does the paperwork.
2

Unified Context

AI stitches together emails, calls, and meetings into a single deal picture. Stakeholders, objections, timelines, competitors: all connected and current.

The complete picture, not fragments.
3

Claude-Native Interface

The entire graph is available to Claude through an MCP connector and purpose-built skills. Ask anything about your customers and get answers with rich visual cards.

Ask Claude. Get the full picture.

Evidence for everything

Every AI insight links to its source: the exact quote, email, or call moment. When your CFO asks "how do you know?", you click and show them.

Results

Claude with customer memory changes everything.

Designed for Account Executives, Account Managers, and Customer Success Managers who live in Claude.

Emails you'd actually send

Drafts that reference specific conversations, address real objections, and sound like you.

Next steps that matter

Recommendations based on what actually happened across all touchpoints, not just the last one.

Insights with evidence

"Budget approved" links to the exact moment Sarah confirmed it on the call.

Every stakeholder tracked

AI remembers everyone mentioned across all conversations, even ones you didn't notice.

Competitive awareness

When a competitor is mentioned anywhere, it's factored into every recommendation.

Nothing falls through the cracks

"Who haven't I responded to?" "What did Mike say about pricing?" Answers in seconds, from every conversation.

The Challenge

Why your customer relationships need this.

91%
of CRM data is incomplete
Validity Research
57%
of deals stall due to lack of visibility
CSO Insights
67%
of expansion opportunities are missed
Gartner Research
28%
of sales time is spent selling
Salesforce State of Sales

Comparison

A different kind of CRM.

Traditional CRMCRM + AI CopilotActioner
Data entryManualManual with AI assistNone. Passive capture
InterfaceDedicated appApp + chatbotClaude Desktop
ContextWhatever reps logSummarized from logsBuilt from every conversation
Meeting prepDIY from scattered notesAI summary of CRM fieldsFull prep with talking points & risks
ActionsSwitch to emailSwitch to emailDraft & send from Claude
Data freshnessWhen reps botherWhen reps bother + AI fillContinuously from live signals
EvidenceNoneInferredLinked to source: every quote, call, email

Give Claude your customer memory.

Connect your email, and Claude knows every customer, every conversation, every relationship in minutes.

Get startedBook a demo

FAQ

Common questions

Actioner is a customer intelligence platform that passively captures your emails, calendar events, and meeting transcripts, then builds a unified customer graph (companies, contacts, deals, and every interaction) available inside Claude Desktop and claude.ai via MCP. It's designed for Account Executives, Account Managers, and Customer Success Managers.
Actioner is built for individual AEs, AMs, and CSMs who use Claude as part of their daily workflow. It doesn't require team adoption, CRM admin, or IT involvement. One person can sign up, connect their email, and start getting value in minutes.
Anything about your customers. Common examples: "What does my day look like?" for a daily briefing with meetings and action items, "Follow up with Mike on the proposal" for a contextual email draft, "Is the DataFlow deal at risk?" for a risk assessment with linked evidence, or "Who haven't I responded to?" for a prioritized follow-up list.
Actioner provides Claude with your full customer graph via Anthropic's MCP (Model Context Protocol). You can install the Actioner plugin from the Claude Desktop marketplace, or add the MCP connector and skills file in claude.ai. Either way, Claude gets access to every customer relationship, conversation, and deal when answering your questions.
Both. Install the plugin if you use Claude Desktop, or add the MCP connector if you use claude.ai in the browser. Same features, same customer graph, same experience. Setup takes under 2 minutes either way.
About 5 minutes. Sign up, connect your email via OAuth, and install the Claude plugin or MCP connector. Actioner ingests your last 90 days of email and meeting history and builds your customer graph immediately. No data entry, no CSV uploads.
No. Actioner works alongside your existing CRM (Salesforce, HubSpot, or whatever you use). It captures what your CRM misses: the conversations, context, and relationships that never get logged. Think of it as giving Claude the customer memory your CRM was supposed to have.
AI copilots in traditional CRMs still rely on manually entered data. They summarize what reps logged, which is incomplete by definition. Actioner captures everything passively and brings it to Claude, where you already work. The AI isn't an add-on to a CRM; your customer graph is context for the AI.
Those tools add AI to their own interface, meaning another dashboard, another app. Actioner does the opposite: it builds the intelligence layer and surfaces it inside Claude, where you already think, write, and plan. No new app to learn, no tab to switch to.
Gmail, Outlook, Google Calendar, Zoom, Google Meet, Microsoft Teams, Zendesk, Salesforce, and HubSpot. Actioner captures emails, calendar events, and meeting transcripts automatically across all connected sources.
Data is encrypted at rest and in transit. Granular access controls ensure you only see your own data. No customer data is ever used for AI model training. VPC deployment is available for enterprise customers.