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Claude AI Integration

Claude AI + CRM: An Assistant That Writes, Not Just Reads

Anthropic Claude is embedded inside Rapitek CRM. Most CRM AI only reads. Rapi writes: tell it what happened — by voice or text in Turkish — and it creates and updates real records across 11 objects, asking you to confirm before every write.

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What Claude does inside Rapitek CRM

Speak, and the record appears (the real wedge)

Tell Rapi what happened in plain language: 'Met with Ahmet, he wants a 50k quote and expects my call tomorrow.' Rapi creates the opportunity, opens the task, and updates the account — asking you to confirm before it writes. Most CRM AI only reads; Rapi writes across 11 objects.

Record a meeting, let AI summarize it

Record a meeting on mobile; Whisper produces the transcript, Claude generates a structured analysis (next steps + sentiment), and hands the result to Rapi — tasks and follow-ups are proposed automatically.

Photograph a business card, get a Lead

Snap a photo of a business card; AI extracts the fields and creates a Lead. Single card or batch multi-card, straight from the mobile app.

Let AI draft your email reply

When you reply to an email, Claude drafts it in your tone of voice. You review and send — human-triggered, not autonomous.

An AI step inside your flows

One of the 15 node types in the visual Flow Builder is an AI step. When it fires, it gives Claude a task and you use the output in later nodes — no code required.

Privacy-respecting

We use Anthropic's commercial API in stateless mode. Your data is NOT used to train Anthropic's models. Conversations are not retained server-side for training.

Why Claude?

Anthropic Claude is the single AI engine inside Rapitek — there is no ChatGPT, Gemini, or other provider option. Claude is designed for safety-first business use cases and carries strong privacy commitments. In our internal evals it produced more on-brand, business-context-aware copy with fewer awkward phrasings, which is why it became the foundation for every AI surface in the product.

See Rapitek CRM live

Setup, training and data migration included — go live in 2-4 weeks.

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What this costs

AI features included in Rapitek Enterprise tier ($165/user/month). Lower tiers can add as $40/user/month. No metered per-token billing surprise — fair-use cap is generous (200 AI actions/user/day, more on request).

Frequently Asked Questions

Will Anthropic see our CRM data?
Yes — for each AI action, the relevant CRM data is sent to Anthropic's API. But: it's NOT used for training, it's NOT retained, and it's covered by Anthropic's commercial data-use terms.

Can I use a different AI provider?
All of Rapitek's AI features run on a single engine: Anthropic Claude. There is no ChatGPT, Gemini, or Azure OpenAI option — Claude is a deliberate choice for safety and business-context quality, giving you consistent results without provider-selection complexity.

What if Rapi creates a wrong record?
Rapi always asks for confirmation before it writes. It shows you the proposed record (for example a new Opportunity or Task); if you confirm, it creates it, and if you reject, nothing is written. A wrong record is never added silently — you stay in control of every write.

What's the latency?
1-3 seconds for short tasks (reply draft, record creation). 5-10 seconds for long tasks (meeting-transcript analysis). Acceptable for human-in-the-loop workflows.

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