Match website visitors to your CRM.
Upload your CRM export to the AI skill and identified visitors are flagged automatically: already a customer or new lead.
Upload your CRM once. Matching runs itself.
Drop your CRM export (a CSV) into the AI dashboard skill in Claude, ChatGPT or Grok, along with your WVMS visitors. The skill matches every identified visitor by email and phone automatically and flags each one Already a customer or New lead. No manual lookups.
Upload your CRM export to the AI skill. A CSV from HubSpot, Salesforce, a spreadsheet, anything that exports contacts.
It matches automatically. The prompt compares each identified visitor's email and phone to your file. No manual steps.
Flags show up in your dashboard. Filter to New leads, thank returning customers, and skip anyone flagged Do Not Call.
Only visitors we can identify can be matched, and only against the contacts in the file you upload. Works with a CSV export, not a live CRM sync. Your file stays with you and your AI tool.
Example counts for a fictional site, not a match rate.
