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Say it the way you would say it to a colleague.

36 sentences people use to run SuiteCRM from Claude, grouped by role. Each one shows what happens in the CRM and which of the 27 tools does the work. Copy any of them into Claude once you are connected.

Two kinds of sentence. A question gets a view: a dashboard, a board, a chart, a list, built from live records inside the chat. A statement gets a change: the record is updated in SuiteCRM under your name, and Claude asks first. The trial plan answers questions only.

Sales managers

  1. “Give me a command center for my sales pipeline. Where do things stand this quarter?”

    Reads

    A dashboard with open value, value by stage, expected closings by month and the deals that need attention, built from live records.

    suitecrm_canvas

  2. “Show me the pipeline as a board.”

    Reads

    Every stage as a column with its opportunities and totals. Drag a card and the stage changes in SuiteCRM.

    suitecrm_pipeline_board

  3. “Which deals are most at risk this quarter, and what should I do about each?”

    Reads

    Ranked list of deals with overdue follow-ups, stalled stages and quiet renewals, each with one next step.

    suitecrm_search, suitecrm_record_activities

  4. “BlueRiver agreed. Mark the deal Closed Won, log the call, and task me to send the contract by Friday.”

    Writes

    Stage updated, call logged, task created, all linked to the opportunity and attributed to you.

    suitecrm_update_opportunity_stage, suitecrm_log_call, suitecrm_add_task

  5. “Move Northwind’s POS rollout to Negotiation.”

    Writes

    One stage change, recorded in SuiteCRM’s audit timeline as you.

    suitecrm_update_opportunity_stage

  6. “What closed last month, by rep?”

    Reads

    A breakdown chart of won opportunities grouped by assigned user.

    suitecrm_breakdown

  7. “Who has not touched Vertex in three weeks?”

    Reads

    The account’s activity stream, newest first, with the gap called out.

    suitecrm_record_activities

See the page for sales managers

Support leads

  1. “Show me the support queue by status.”

    Reads

    A board of cases grouped by status, with counts. Any module, any field, including custom ones.

    suitecrm_board

  2. “Close the two resolved cases and escalate the kiosk one.”

    Writes

    Two cases closed with a resolution, one updated, board refreshed.

    suitecrm_close_case, suitecrm_update_record

  3. “Open a P1 for BlueRiver Health: portal login failures.”

    Writes

    A new case linked to the account and assigned to you.

    suitecrm_create_case

  4. “Which cases have been waiting more than a week?”

    Reads

    A list of open cases with their age, oldest first.

    suitecrm_search

  5. “Cases by priority for the last 30 days.”

    Reads

    A breakdown chart, click a bar to see the records behind it.

    suitecrm_breakdown

  6. “Add a note to the Solstice invoice case: customer confirmed the fix.”

    Writes

    A note attached to the case.

    suitecrm_add_note

See the page for support leads

Marketing and SDR teams

  1. “Break down this quarter’s leads by source.”

    Reads

    A chart of lead counts by source, from the real lead_source values in your instance.

    suitecrm_breakdown

  2. “Convert Sarah Kim into an account, contact and opportunity for the POS rollout.”

    Writes

    Three linked records created, the lead marked Converted.

    suitecrm_convert_lead

  3. “Which trade show leads has nobody touched in two weeks?”

    Reads

    A filtered list with last activity dates.

    suitecrm_search, suitecrm_record_activities

  4. “Leads created per week since June.”

    Reads

    A time series from the created date, bucketed by week.

    suitecrm_breakdown

  5. “Create a lead for Omar Haddad at Vertex, source webinar.”

    Writes

    One lead, with the fields your instance requires.

    suitecrm_create_record

See the page for marketing and sdr teams

Executives

  1. “Break down my pipeline by stage and by expected close month. I need it for tomorrow’s board meeting.”

    Reads

    Two charts from live opportunities, exportable as a view.

    suitecrm_breakdown

  2. “What is my number this quarter, and what should I do right now?”

    Reads

    Closed plus high-probability value, and the one action that moves it most.

    suitecrm_dashboard_stats, suitecrm_search

  3. “Give me a revenue operations overview.”

    Reads

    A composed dashboard: totals, charts, a board, chosen for the question you asked.

    suitecrm_canvas

  4. “How many open cases do we have per account, worst first?”

    Reads

    A breakdown of cases by account.

    suitecrm_breakdown

See the page for executives

Account managers

  1. “Give me everything on Vertex Analytics before my call.”

    Reads

    One view: contacts, open deals, open cases, last touch.

    suitecrm_get_record, suitecrm_record_activities

  2. “Log the call with Omar: 22 minutes, they want the renewal quote by Friday.”

    Writes

    A call record linked to the account and the contact.

    suitecrm_log_call

  3. “Set a reminder to send the quote Thursday.”

    Writes

    A task due Thursday, assigned to you.

    suitecrm_add_task

  4. “Book a renewal review with Omar next Tuesday at 10.”

    Writes

    A meeting in the CRM calendar with the contact invited.

    suitecrm_schedule_meeting

  5. “Link the new contact Dana Ruiz to Northwind.”

    Writes

    The relationship created between the two records.

    suitecrm_relate_records

See the page for account managers

Field reps

  1. “Just left BlueRiver. Log the call with Priya, book a follow-up Thursday 2pm, and note they want the portal SLA in writing.”

    Writes

    Call logged, meeting booked, note added. From the Claude app on your phone.

    suitecrm_log_call, suitecrm_schedule_meeting, suitecrm_add_note

  2. “Who am I seeing tomorrow and what is open for each?”

    Reads

    Tomorrow’s meetings and calls plus open items per account.

    suitecrm_upcoming_activities

  3. “Update Northwind’s phone number to 555-0142.”

    Writes

    One field changed on the account.

    suitecrm_update_record

  4. “What did we last say to Solstice?”

    Reads

    The most recent call, meeting and note on the account.

    suitecrm_record_activities

See the page for field reps

IT and CRM administrators

  1. “Verify the CRM connection.”

    Reads

    Confirms the connection works right now and reports which CRM user Claude is acting as.

    suitecrm_verify_connection

  2. “Which modules exist in this instance, including custom ones?”

    Reads

    The full module list from your SuiteCRM, custom modules included.

    suitecrm_list_modules

  3. “Describe the Referrals module.”

    Reads

    Fields, types, labels, required flags and dropdown options, read from your metadata.

    suitecrm_describe_module

  4. “Show the Referrals module as a board by referral_stage.”

    Reads

    A kanban of a module created in Studio five minutes ago, with no server change.

    suitecrm_board

  5. “Give me a create form for the Referrals module.”

    Reads

    A form generated from your field metadata, required flags and enums included.

    suitecrm_record_form

See the page for it and crm administrators

Any module. Any field. Yours.

The examples above use the standard modules. The same sentences work on a module created in Studio five minutes ago, because the boards, charts and forms are built at call time from your instance’s own field metadata. Nothing on the server changes.

“Show the Referrals module as a board by referral stage.” works the day you create the module.

Say it.
Done.

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