440+ CRM tools, one sentence away

Stop clicking. Describe it, and Lead Spine builds it.

Workflows, funnels, forms, campaigns and AI agents for every client sub-account, built in minutes instead of afternoons. Everything starts as a draft you review, so live client accounts stay safe.

Start in Lead Spine AI: 50 monthly edits, 15 AI credits, one sub-account. No card required.

Lead Spine connecting Claude to CRM sub-accounts across desktop and mobile
Built for agencies working in your CRM
SMS
Email
Voice AI
Calendars
Pipelines
Contacts
AI Agents
Workflows
Forms
Recipes
Workflow audits
Locations
SMS
Email
Voice AI
Calendars
Pipelines
Contacts
AI Agents
Workflows
Forms
Recipes
Workflow audits
Locations
See the whole flow

One conversation. A complete automation.

Connect your AI, choose a client account, describe the outcome, and inspect the finished work before you publish. Every screen below is part of the real Lead Spine product.

Lead Spine screen for connecting an AI assistant

Step 01

Connect the AI you already use

Add Lead Spine once, sign in securely, and keep access keys out of prompts and URLs.

Lead Spine connected sub-account overview

Step 02

Choose exactly where it can work

See your connected CRM sub-accounts and name the right one in each request.

Workflow being built from a plain-language request

Step 03

Describe the workflow

Lead Spine turns a plain request into real triggers, actions, waits, and branches.

Lead Spine workflow audit report with health findings

Step 04

Review before anything goes live

Check the finished structure, spot missing details, and publish only when you are ready.

Detailed branching logic inside a workflow
Branching logic stays visible and reviewable.
Claude showing a completed Lead Spine CRM result
The result comes back inside the AI conversation.
A real case

The workflow looked healthy. The consent path was broken.

On a live insurance account, every lead who had given consent was routed down the no consent path and phone blocked. The workflow was published, running and reporting no errors. It was found by reading contact notes by hand.

Before

What the builder shows you

  • Status: Published
  • Errors: none
  • Enrolled contacts: rising every day

Everything on this screen says the automation is fine.

After the audit

What is actually wrong

  • Consent branch is inverted. Contacts with consent take the no consent path.
  • SMS step is unreachable for every consented contact.
  • Phone block applied to contacts who opted in.

The audit reads your automations the way the platform runs them, then tells you which ones cannot do what you think they do.

What an audit returns

A health score and a list you can act on

Audits and reads are free on every plan, including the free plan. Run yours from your desk or your phone.

Example audit
Sample account. Not your data.
72/ 100 health
  • 2 workflows are drafts but their triggers are expected to be live
  • 1 trigger can never fire
  • 3 steps have required fields empty
  • 1 branch cannot be reached by any contact

Example audit (illustrative). Your run uses your real sub-account.

How it works

Three steps, then you just talk to it

  1. 1

    Connect your CRM

    Approve Lead Spine in the CRM marketplace and choose the sub-accounts you want to connect.

    Connecting a CRM sub-account in Lead Spine
  2. 2

    Describe your first task

    Open Lead Spine AI and ask for a read-only workflow audit. You can connect an external assistant later if you prefer.

    Choosing an AI assistant and copying the Lead Spine connection URL
  3. 3

    Review, then approve

    Review the proposed fix, approve only the changes you want, and check the saved result. Free includes 50 monthly edits across all 440+ tools.

    Lead Spine AI drafting a workflow from a chat message
The Lead Spine approach

Describe the outcome. Review what gets built.

CRM has its own AI features. Lead Spine goes further for agencies: one connection that covers 440+ tools, drafts instead of accidental live changes, audits that catch broken automations, and an activity log where every delete can be restored. Switch sub-accounts by name in each request, from your desk or your phone, and test the result in CRM before any live rollout.

Works from your phone

Claude and ChatGPT run on iOS and Android. Your agency work travels with you, with the same sub-account checks in every request.

One connection, 440+ tools

Contacts, opportunities, pipelines, calendars, forms, funnels, custom values, users, phone numbers and AI agents, all reachable from your AI.

Builds real workflows from one sentence

Describe the outcome, then review the triggers, actions, waits and conditions drafted for the right CRM sub-account.

Finds automations that silently stopped working

Draft workflows everyone assumes are live. Triggers that can never fire. Steps with required fields left empty. Branches nothing can reach.

Refuses to write a broken step

A step that would fail is rejected with the reason, instead of reporting success and leaving the automation broken. Incomplete builds stay drafts until every required piece is in place.

Draft first, publish with confidence

Builds land as drafts. Nothing goes live in your account until you publish it, and deletions are backed up first so you can restore them in one click.

One secure connection

Use Lead Spine inside the AI you already trust.

Add one permanent connection, sign in to Lead Spine, then name the sub-account in each request. Claude and ChatGPT work the same way in their mobile apps, so you can build and audit while you are away from the desk. No access key to copy, paste or expose.

Secure sign-in 440+ CRM tools Works from your phone Draft-first changes

Compatible MCP clients

Claude
ChatGPT
Grok
Cursor
Windsurf
Cline

Choose the CRM sub-account for each request. Lead Spine checks that target before it reads or changes client data.

Simple pricing

Start free. Upgrade when it is doing real work for you.

Connect one sub-account and start with Lead Spine AI, no card required. Free includes all 440+ tools, 50 monthly edits and 15 AI credits, plus 5 extra edits on each active day.

Plan
Solo
$29/ month

Unlimited builds for one operator.

  • 5 sub-accounts (add more for $12 each)
  • Lead Spine AI: 200 AI credits every month
  • Unlimited builds, audits and reads
  • Backup, restore and full change log
  • Rolling one build out across sub-accounts is Agency

Card required. $0 today, then $29 a month when your 3-day trial ends. Trial covers 1 sub-account with building on. Cancel any time.

Best for agencies
Plan
Agency
$129/ month

For agencies running a real client book.

  • 30 sub-accounts (add more for $12 each)
  • Lead Spine AI: 500 AI credits every month
  • Everything in Solo
  • Roll one build out across every sub-account
  • Priority support, answered first

$129 charged today, then $129 a month until you cancel. 14-day money-back after the first charge.

Plan
Lifetime
$999one time

Every feature, forever, for a single payment.

  • 99 sub-accounts, one payment
  • Lead Spine AI: 500 AI credits every month
  • Everything in Agency, forever
  • Every feature added to Agency later
  • Priority support, answered first
Compare plans

What each plan unlocks

Free includes all 440+ tools, 50 monthly edits, 15 AI credits and unlimited reads and audits for one sub-account.

Free
$0 1 sub-account, reads and audits
  • Audits and reads
  • Workflows and automations
  • Forms build and edit
  • Funnels and websites
  • Whole account build
Solo
$29 per month, 5 sub-accounts, every feature
  • Audits and reads
  • Workflows and automations
  • Forms build and edit
  • Funnels and websites
  • Whole account build
Agency
$129 per month, 30 sub-accounts
  • Audits and reads
  • Workflows and automations
  • Forms build and edit
  • Funnels and websites
  • Whole account build

Every capability shown here is what that plan actually unlocks in the product, nothing more.

Learn how to connect Claude or ChatGPT to your CRM, see how it works, or explore workflow templates.

Frequently asked questions