Signed in as
Signed in as
With your Gmail connector on, Claude can add and update contacts here from your email — deduped, provenance-tagged, and logged.
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 | Last contacted | Next step | Owner |
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Deal stages
| # | Health system | Signal | Key contacts | Possible known contacts | Last contacted | Owner | System status |
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Priority gaps
| Priority | Health system | Missing role | Status | Who we have | Last contacted | Action |
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Next actions
| Priority | Account | Next best action | Type | Why | Last contacted | Do |
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Next steps
Who to reach out to next at each priority site, live from the pipeline — plus your own saved to-dos. Rows clear themselves as contacts are worked in other tabs.
Reach out — by site
| Reach out to | Site | Why | Last contacted | Do |
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Your saved next steps
| Reach out to | Why / source | Activity | Last contacted | Do |
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Done
Competitors
| Competitor | Deals | Contacts | Furthest stage | Last contacted | Where it's in play |
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Aggregated from every contact's competitor field across all tabs. Each row groups a competitor and lists the health systems where it's in the deal, with that system's furthest stage. Spellings of one competitor share a row (US2 and Us2.ai; Viz and Viz.ai). A competitor that is the contact's own organization is skipped. Set a contact's competitor on their card to update this board.
Channel & partners
Nuclear cardiology & ASNC
| # | Physician | Medical center | Role | ASNC / PYP context | Warmth | Last contacted |
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Cardiac amyloidosis & HFSA
| # | Cardiologist | Medical center | Role | Amyloid / HFSA context | Warmth | Last contacted |
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| When (PT) | Who | How | Action | What | Last contacted | Change |
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Every sign-in and every create / update / delete, with who made it — UI edits and CLAUDE API edits alike.