Your Sales Tracker in Claude

Use your Save to Sell sales tracker without leaving Claude. Ask who's due for a Follow-up today, add the people you meet, log your calls and emails, and have Claude write in your own voice from your Sales Summary. Everything lands in the same Sales Tracker you see in the app.

Free on every Save to Sell plan.

Connect it

Click Find it in Claude. Save to Sell's page in Claude's connector directory opens.
Click Add (Claude asks you to sign in first if you aren't). A Save to Sell page opens. Sign in if it asks, check what Claude will be able to do, and tap Allow.
In a chat, click +, then Connectors, and turn on Save to Sell.

Find it in Claude Add to Claude https://app.savetosell.app/mcp

Things to ask

"Who's due for a Follow-up today?"
"Add Dana Ruiz, facilities manager at Harbor Point Logistics, dana@harborpoint.example. We met at the trade show."
"Write Dana's second email and save it to her lead."
"I just left Sam a voicemail. Log it."
"Dana replied. She wants a quote in March, so follow up with her March 2."
"Find the subject lines I saved and use one for a break up email."
"Mark Harbor Point as warm and note that they want a quote in March."

What Claude can do

Tool	What it does
Get my Sales Summary	Reads what you sell, who you sell to, your proof and methods, your writing rules, sign off and elevator pitch.
Find leads	Searches your Sales Tracker by name, company, title, email or status.
Follow ups due	Who to reach today, the same list as Today in the app: each lead whose next step is due, with the step to do and the phone or email it needs. When nothing is due, the new leads to start with.
Get a lead	Shows one lead's details, notes, touchpoints and saved drafts.
Add a lead	Adds a person or company. If they're already there, the new details go on that lead.
Update a lead	Changes a status or contact details, or adds a dated note. Old phone numbers and emails are kept in the notes.
Log what you did	Say it the way you would to a coworker: "left Sam a voicemail", "emailed Dana", "Dana replied". It checks off the right step or logs the reply, keeps how it went as a note, takes a day you picked for the next touch, and shows what is next.
Save a draft to a lead	Keeps an email, LinkedIn message, letter or notes on the lead in the app. Saving doesn't send anything.
Write for a lead	Writes the lead's next email, LinkedIn note, letter or call notes with Save to Sell's own writer, in your voice, and saves it on the lead. Uses your monthly AI help. Nothing is sent.
Search my saved examples	Searches the text of the screenshots in your swipe file.
Get my Save to Sell account	Shows which Save to Sell account is connected (its id and email).

Claude asks before it adds, changes or logs anything, unless you tell it to always allow.

What it can't do

Delete leads, screenshots or your account. Those stay in the app.
See or change your plan or payments.
Send emails or messages for you. Saved emails open in your email app from the lead.

Privacy and disconnecting

Claude only reaches your account after you sign in and tap Allow, and only your own Sales Tracker. Save to Sell sends back only what each request needs and never receives your chats. Disconnect any time in Save to Sell under Settings, AI apps, or remove the connector in Claude. Read the full Privacy Policy.

Help

If Claude says your lead list is full: Free holds 250 leads. Delete leads you no longer need, or see Settings, Your plan in Save to Sell. If sign in fails, open Save to Sell in the same browser, sign in, and connect again. Still stuck? Email support@savetosell.app and we'll answer within 1 business day.