For RevOps

Live CRM answers and process insight — on demand

Ask for pipeline records, focused aggregates, or an explanation of how your revenue process works in Claude or ChatGPT.

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Pipeline answers by asking

Use focused SOQL to retrieve current pipeline, stage, owner, and segment data with only the fields needed for the question.

Follow-up analysis in context

Refine a query, compare returned aggregates, and ask the next question without exporting a workbook.

See how the revenue process actually runs

Every routing rule, stage automation, approval, and trigger that shapes your funnel — explained in plain English, straight from the org.

Diagnose the funnel

Where do deals stall? Which sources convert? Ask follow-up questions against live data until you actually understand it.

Data hygiene at scale

Find the opportunities missing next steps, the dupes, the stale stages — review the list, fix in bulk.

Documentation that survives turnover

Generate current-state documentation of the whole revenue process — the source of truth for onboarding and audits.

Things you can just ask

ClaudeChatGPTAsked in Claude or ChatGPT · answered from your live org
Show win rate by lead source and deal size for this quarter
Which stages have the longest dwell time this quarter, by segment?
Walk me through everything that happens to a lead from form-fill to closed-won
List renewal opportunities missing a next step, grouped by owner

RevOps teams start with ApexGenius MCP at $5/month for your first month, then $15/month after the 7-day free trial.

Also built for

Admins Developers Consultants & Agencies Business Leaders

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Connect your Salesforce org to Claude or ChatGPT in about two minutes. Free for 7 days.

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