Capable lives inside Claude and keeps your record current as you work. Here’s what that’s made of, capability by capability.
The core loop
The everyday rhythm — work inside Claude, turn any input into approved updates, and let the recorder do the note-taking.
The shape of your CRM
Model whatever you actually track, and book the next conversation before the moment cools.
Trust & control
See any cut of the data live in the chat, with policies, approvals, and an audit trail around every write.
No migration project, no data-entry tax — just a record you can trust, inside the chat you already use.