Works with Claude

Move your whole business to Closr. Claude does the work.

Connect Claude to Closr. Tell it where you are now. It brings your contacts, notes, history, deals and templates over, and checks the counts with you.

What comes over

Follow Up Boss

Contacts, notes, calls, texts, tasks, appointments, deals, and your email and text templates. Action plans arrive as campaigns, switched off.

Lofty

Contacts, tags, source, stage, and recent notes and history. Claude needs Lofty's own connector too. Smart plans do not come over.

Anything else

A spreadsheet, a CSV export, or another CRM. Claude uses the columns your file has, cleans it, merges duplicates, and asks you about anything unclear.

How it works

  1. 1. In Claude, add Closr.

    Go to Settings, then Connectors, then Add custom connector. Paste this address.

    https://getclosr.app/api/mcp

  2. 2. Sign in or create your Closr account, then tap Connect.

  3. 3. Ask Claude.

    • “Move me from Follow Up Boss to Closr.”
    • “Move me from Lofty to Closr.”
    • “Move the contacts in this spreadsheet to Closr.”

You stay in charge

  • Nothing imports until you say yes. You see a preview first.
  • Claude only reads your old CRM. It does not send a message from it.
  • Everything shows in Closr as done by you. Disconnect any time in Settings, then Integrations, then Connected apps.

Ready to move?

Start freeRead the full guide