Notes from the inside of real AI infrastructure.
What we ship for customers, what works, what does not, and the patterns we keep seeing across enterprise teams adopting Claude.
CRM reports on new customers: who comes back for a second purchase
Winning a customer costs money, keeping one costs less. When Claude can see both your CRM and your invoicing, it tells you within a minute which of last year's new customers came back and which ones a salesperson should call this week.
CRM team workload reports: who has too much on their plate and who could take on more
Open tasks, active deals and waiting clients are already split by person in your CRM. A shared skill in Claude turns them into a workload overview every Monday, with the permissions of whoever asks.
CRM reports on revenue concentration: how much of your turnover hangs on five names
Most smaller companies sense that a few buyers carry a large share of revenue, but nobody has the exact figure to hand. When Claude reads straight from your CRM and accounting, you get the answer in one sentence, with no export.
CRM reports on product returns: why your products come back, and from whom
Returns are logged in the e-shop, the reasons sit in email and the customers live in the CRM. Claude, connected to all three through MCP servers, tells you which product and which kind of customer cost you the most work.
CRM reports on cross-selling: which customers to offer what they don't buy from you yet
Most regular customers buy one or two things from you and never hear about the rest of the range. Claude connected to your CRM and invoicing shows you in one sentence who is missing what, and who to call first.
CRM referral reports: which customers bring you new ones
Referrals are often the cheapest business you get and the one nobody tracks. One shared skill in your skills library, and every month Claude shows you where new customers came from and who deserves a thank-you.
CRM reports on payment behavior: who pays late and what to do about it
You already know who pays on time and who keeps you waiting. It sits in your CRM and in Pohoda. Claude joins the two on one question and shows which customers need tighter terms before the bank balance runs short.
CRM reports on discounts: what the discounts nobody adds up are costing you
Every discount in the CRM has a reason, but few people know how much margin they took away in total. When Claude can see both the CRM and invoicing in Pohoda, one question answers it instead of an afternoon of spreadsheets.
CRM reports on seasonality: when your company sells most and when to prepare for the slowdown
Most smaller companies feel their seasonality but have never measured it. Claude connected to the CRM and the accounting system shows which months carry revenue and when to plan stock, staff and campaigns.
CRM reports on delivery deadlines: which customer promises will slip
The promised date sits in the CRM, the real state of production and stock sits somewhere else. A shared skill in the skills library compares them every morning and shows where a delay is coming, before the customer calls.