Daily follow-up
You
What Nudge follow-ups are overdue, and what should I focus on today?
Nudge
- Overdue: Call Sarah Chen — Acme Distribution
- Due today: Send the tasting recap to Restaurant North
- Open deal: Acme Distribution, 2026 allocation
AI in Nudge
Nudge uses AI to eliminate busywork and connect your CRM to the tools you already use. No invasive copilots. No AI features just for the sake of having AI features.
Use it when it's useful. Ignore it when it isn't.
14-day free trial · No credit card required
You
What follow-ups are overdue today?
Nudge
Maria Garcia
Director of Sales
Bodega Example
Contact
Maria Garcia
maria@example.com
contacts-and-sales-final-FINAL.xlsx
AI is very good at some things: reading messy data, extracting information from an image, and finding useful information spread across hundreds of records.
It's less useful when it's shoved into every screen simply because AI is fashionable.
Our rule is simple: an AI feature has to make something meaningfully easier. Otherwise, we don't add it.
01
If we can't clearly explain the time or effort it saves, it doesn't belong.
02
No mandatory AI workflows. No assistant constantly asking if you need help.
03
When AI interprets or creates data, Nudge should make the result understandable and reviewable.
Model Context Protocol
Connect your CRM directly to ChatGPT, Claude, Cursor, and other MCP-compatible tools.
MCP lets the AI tools you already use securely access the Nudge data you give them permission to see. Instead of copying CRM information into a conversation, the AI can get the current answer directly from Nudge.
You
What Nudge follow-ups are overdue, and what should I focus on today?
Nudge
You
Give me a quick summary of Acme, our open deals, and the last few interactions we've had with them.
Nudge
You
Which open deals haven't had any activity in the last 30 days?
Nudge
You
What's Sarah Chen's email address and which company is she with?
Nudge
Use Nudge from the AI tools you already work in.
Take a photo and Nudge fills in the contact details for you.
At a conference, tasting, or trade show? Photograph cards as you collect them instead of coming home with a stack you'll deal with “later.”
Maria Garcia
Director of Sales
Bodega Example
Review
Upload the CRM data you already have. Nudge figures out the structure.
contacts-and-sales-final-FINAL.xlsx
Nudge detects
Review
Import
AI does the tedious interpretation. You make the decisions.
Your CRM still works like a CRM.
We're not adding summaries, suggestions, or generated content everywhere just because we can.
AI shouldn't silently change your customer data.
If an AI feature makes Nudge harder to understand, it has failed.
Nudge is still the simple CRM built around one idea: every deal should have an owner, a next action, and a due date.
AI just makes some of the work around that easier.
14-day free trial · No credit card required