Your CRM is the clean version of every deal. Your inbox is what actually happened. Six pre-built reasoning blocks that pull the second one into Claude via iGPT.
Your CRM says what someone remembered to log. The actual deal lives somewhere messier: the objection that never made it into Salesforce, the proposal revision sitting in Drive, the follow-up question buried in a forwarded thread, the competitor mention that appeared once three weeks before the deal stalled.
That's the sales context AI usually doesn't see.
The iGPT Sales Workflow Pack is a Claude plugin that pulls it into the conversation.
Two parts. The plugin is six pre-built reasoning blocks that know which questions to ask for each part of your sales week. iGPT is the API doing the work underneath, indexing your inbox and Drive so Claude can actually read your customer conversations. Without iGPT, the plugin is clever questions pointed at nothing. Without the plugin, iGPT is an API you'd have to learn before it becomes useful.
Together: sales reasoning that runs on your real data. About ten minutes of setup, then it's there every time you open Claude.
What this looks like in your actual week
Monday morning. You ask Claude what to focus on. It tells you which three deals went quiet last week, which two are sitting on an unanswered question from the prospect, and which one has an open commitment from your side that's now four days overdue. With the threads linked.
Before a call at 10am. You ask for a brief on the contact. Every commitment they made, every commitment you made, every objection they raised, the tone shift in the last reply, what's still open. You walk into the call with the version of yourself who actually re-read every email this morning.
Mid-week deal review. Your manager asks "what's stuck on the [account] deal?" Instead of scanning the thread for ten minutes, you ask Claude. It comes back with the specific objection that's gone unaddressed since the last call, the price hesitation buried in a quoted reply two weeks ago, and the security question their IT person asked that nobody answered.
Thursday afternoon. You ask which existing customers have shown expansion signals lately. Three accounts come back with the exact moments — a customer mentioning a problem your premium tier solves, a side comment about wanting to bring on more seats, a buying signal in a forwarded thread. None of these were in the CRM.
Friday before logging off. You run friction detection across every open deal in one query. Whatever needed your attention is sitting in front of you Monday morning, ranked.
The skills cover the rest of the week too: catching follow-ups you dropped, surfacing every time a competitor came up in your threads (with what they were compared on), finding past customer problems you already solved that map to what a new prospect is asking about.
You can run any of them on a single deal, a named contact, a named account, or your full book.
What you actually get
A 30-second answer to questions that used to take 30 minutes of digging.
| Question | What used to happen | What happens now |
|---|---|---|
| "What did we agree on with the prospect last Tuesday?" | Re-read three threads to reconstruct it | Open items, owner, dates raised, sources cited |
| "Which deals went quiet this week?" | Scan your inbox guessing at what's stale | Stale threads, last-touch dates, last unanswered question |
| "Why is the prospect not responding?" | Stare at the thread, theorize | Friction signals, unresolved objections, the moment momentum dropped |
| "What did we promise customers and never deliver on?" | You forget about it until they remind you | Commitments living in old threads that never made it to the CRM |
Run the friction detector across every open deal on Friday afternoon, and you have your Monday pipeline review on the way out the door.
Why this works (the iGPT part)
iGPT is the email context API doing the work underneath. It indexes your inbox and Google Drive in the background, reconstructs threads, links email attachments to their conversations, and returns structured intelligence with full source attribution in a single call. Per-user scoping. Read-only. The same infrastructure serious teams are using to build production sales agents right now.
The plugin is the sales-shaped layer on top. It knows what to ask iGPT for, in what shape, for each moment in the sales week.
Setup, about ten minutes total
Three things to do, once.
Before you start: this works on Claude Pro, Max, Team, or Enterprise plans. If you're on free, you'll need to upgrade.
1. Connect iGPT to your inbox
Go to igpt.ai/hub/playground and sign in with your work email. From the dashboard, click Add data source to connect Gmail or Outlook, and Google Drive if you use one. iGPT starts indexing in the background.
First index takes a few minutes for a normal inbox, longer if you've got years of mail in there. You don't need to wait — the rest of setup happens in parallel.
2. Add iGPT as a connector in Claude
Open Claude (the desktop app or claude.ai in your browser).
- Click your profile picture in the bottom-left, then Settings → Connectors.
- Scroll down, click Add custom connector.
- Paste
https://mcp.igpt.aiin the URL field. Save. - You'll see a new entry called igpt in your connector list. Click Connect on it.
- Claude redirects you to authorize iGPT (same flow as authorizing Google or Slack). Approve, and you're back in Claude.
This is what lets Claude actually read your indexed inbox when the plugin asks for it.
3. Install the sales plugin
In Claude:
- Go to Customize → Plugins.
- Click Browse plugins, then switch to the Personal tab.
- Click the + button to Add marketplace.
- Paste
https://github.com/igptai/skillsin the URL field. Hit Sync.
You'll see all the iGPT plugins show up — sales, customer success, finance, marketing, and the rest. They're listed but not installed yet.
- Find igpt sales and click Install.
You'll get a confirmation: "igpt sales is installed and ready to use."
That's it. The skill is available in every Claude chat you open, not just in one Project.
Now use it
Open a new chat. Ask in your own words:
- "Prep me for my call with [contact] tomorrow."
- "What follow-ups did I drop this week?"
- "What's stuck on the [account] deal?"
- "Find every time [prospect] mentioned a competitor in our threads."
- "Which customers have shown expansion signals lately?"
Claude recognizes what you're asking for, runs the right reasoning block against your real inbox via iGPT, and returns the answer with source emails linked. First run, you'll see a confirmation that the iGPT connector is being used. After that, it's invisible.
Grab it
GitHub: github.com/igptai/skills (the marketplace URL you paste in step 3)
This is the install for any team where the deal context actually lives across email threads, SOWs in Drive, and forwarded chains. If your sales motion runs mostly on calls and Slack, with a CRM that's somehow always up to date, the plugin will be quieter for you.
For everyone else: reps get the upside without writing a line of code. If you build sales infrastructure for a living, the same API is right there to build your own plugins against.
Either way, your week just got 90 minutes shorter.
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