Legislaide CRM
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Legislaide CRM
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Client ID
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→ APIs & Services → Credentials
Client Secret
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2
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Anthropic API Key
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✓ Open CRM →
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Legislaide CRM
Main
👤
Contacts
🏢
Companies
💼
Deals
📊
Pipeline
Activity
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Tools
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Inbox
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‹
KF
Kirk Franklin
CLO · Legislaide
☰
Contacts
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● Gmail
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Settings
✕
Add Deal
Deal name
Value ($)
Close date
Stage
Notes
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Save Deal
Add New Contact
* Name is required. All other fields optional — you can fill them in later.
Name *
Email
Organization / City
Role / Title
Phone
City
State
Classification
Prospect
Client
Coworker
Partner
Conference
Advisor
Investor
Vendor
Other
Source
Other
Referral
Conference
Cold Outreach
Inbound
LinkedIn
Notes (optional)
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Log a Call
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Log a Meeting
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