Signed in as
Signed in as
This CRM is agent-readable. Point Claude at this page with your Gmail connector enabled, and it can read your email and add or update contacts here for you — deduping first, marking provenance, and logging every change to the audit trail.
GET /api/schema/llms.txtPOST /api/contacts · Update: PATCH /api/contacts/:id (audited)x-crm-editor: you@invisionmedtech.com via Claude| # | Contact | Institution | Role | Roles | Taf ’24 | Prior | Status | Next step | Owner |
|---|
InVision GTM pipeline — MEDDPICC deal stages
| # | Health system | Signal | Key contacts | Possible known contacts | Last contact | Owner | System status |
|---|
Where we're missing the people who decide
| Priority | Health system | Missing role | Status | Who we have | Action |
|---|
Today's next best actions
Ranked by account priority (ICP tier × hospital rank), deal state, and how warm the room is. Work the top of the list first — each row links straight to the person to act on.
| Priority | Account | Next best action | Type | Why | Do |
|---|
Priority next steps
A hand-curated queue of people and health systems to reach out to next. Check one off when you've made contact — it grays out and drops to Accomplished at the bottom. Seeded with ESC 2026 outreach targets and the top-25 systems with no recent email.
| Reach out to | Why / source | Do |
|---|
Accomplished
| When (UTC) | Who | How | Action | What | Change |
|---|
Every sign-in and every create / update / delete is logged here with a
timestamp and the person who made it — whether edited by hand in the UI or by Claude via the API (the
CLAUDE rows carry the stated editor identity). The log is stored in the
D1 database and versioned into the repo by npm run pull.