Clientos

Inspiration: Most small business owners in Mexico don't lose clients because they don't care — they lose them because they're too busy to notice. They're managing everything manually: a spreadsheet here, a WhatsApp thread there, a mental note they forgot to follow up on. By the time they realize Jorge hasn't ordered in 3 months, it's too late.The reality is that small and medium business owners in Mexico — a taquería, a hardware store, a boutique — are doing everything themselves. They're the owner, the salesperson, the accountant, and the delivery driver. A traditional CRM is the last thing on their mind. It feels like software for corporations, not for them.We wanted to build something different. Not another dashboard to log into, but a trusted assistant that already knows your business — one that tells you what matters before you even ask, and more importantly, helps you act on it.What it doesClientos is an AI-native CRM powered by Claude. Instead of logging into dashboards and reading charts, you just talk to it. Every morning, Claude reads your client data and surfaces what needs your attention: who's at risk of churning, who deserves a follow-up, and what action to take first. It doesn't just identify problems — it drafts personalized outreach messages, suggests next moves, and executes them with your approval.The core loop: Claude briefs you → suggests an action → drafts the message → you say "send it" → it goes. Every action is logged in the Bitácora, a full audit trail of everything Claude has done on your behalf.The key insight: many small business owners in Mexico already know something is off with a client — they just don't know what to do about it, or they don't have the time or confidence to act. Clientos removes both barriers. Claude tells you what to do and does it for you.How we built it Frontend: React + Vite + Tailwind CSS — clean, minimal, chat-first interface AI: Anthropic Claude API (claude-sonnet-4-5) as the core reasoning layer — not a feature, the product itself Automation: n8n webhook workflow that triggers real emails on approved actions Data: Client profiles with behavioral signals (last contact, revenue trends, notes) that Claude reasons over in real time Claude handles everything: interpreting unstructured client signals, generating personalized briefs, drafting context-aware messages in Spanish, and deciding what's urgent versus what can wait.Challenges we ran into Getting Claude to maintain conversation context across a multi-turn chat while also holding the full client database as background context Parsing Claude's structured action card responses cleanly and rendering them as interactive UI elements inside the chat flow Making the "AI is acting on your behalf" moment feel real — the n8n webhook turning an approval click into a live email was the hardest and most satisfying piece to connect Scoping ruthlessly: the temptation to keep building was real, but shipping a clean demo mattered more than shipping every feature Solving the data input problem: how does a small business owner who manages everything in WhatsApp and paper notes actually feed data into a CRM? We don't have the full answer yet — but we have a direction. Accomplishments that we're proud of Claude doesn't just answer questions — it opens the conversation proactively, surfaces the right clients, and proposes specific actions based on behavioral signals The full agentic loop works: brief → suggestion → draft → approval → real email sent → logged It looks and feels like a real product, not a hackathon project Built solo in under 3 hours We found a real market: the millions of small business owners in Latin America who need a CRM but would never use one What we learnedClaude is most powerful when it's the interface, not just a feature bolted onto existing software. The moment we stopped thinking "how do we add AI to a CRM" and started thinking "what if the CRM was just a conversation with Claude" — everything got simpler and more impressive at the same time.We also learned that the hardest product problem isn't the AI. It's behavior change. Getting a business owner in Mexico to trust a tool with their client relationships requires radical simplicity. Claude makes that possible.

Built With

• anthropic-claude-api
• n8n
• node.js
• react
• tailwind-css
• vite