Answers from your data
Ask which deals are in a stage, who hasn't replied or what was discussed with Altamar Logística. It queries your database and answers in text.
Your CRM answers you. And does what you ask.
Homie is HomieDesk's chat: it answers from your CRM data and does what you ask, from creating a deal to scheduling a meeting. Anything with an outside effect shows you a card with Apply or Cancel before it happens.
Homie
Which deals have been quiet for more than a week?
Checking leads
Two: Nexo Living (Mateo opened your email and didn't reply) and Grupo Andino (waiting for the signature since Monday). Should I create a follow-up for tomorrow?
I'm going to create 2 follow-up tasks for tomorrow: Nexo Living and Grupo AndinoCreating task
CancelApplyApplied
Reply…
How it works
You ask or request
Write the way you'd talk to a teammate: “which deals have no next step?” or “create a deal for Fintek Pagos”.
Homie looks it up or prepares it
It queries your data to answer, or sets up the action with what it already knows about the deal and your company.
You approve with a button
Before sending, moving or deleting, it shows you what it's about to do and waits for your click. You never have to type “yes”.
In detail
Does the work
It creates contacts and deals, moves stages, writes tasks and schedules meetings in Google Calendar with a Meet link, without you opening another screen.
Nothing goes out without your click
Anything with an outside effect shows up first as a card describing what will happen. You apply or cancel with one click.
I'm going to send the proposal to Lucía Méndez
Goes to: lucia@altamar.mx
CancelApply
Also from Claude
HomieDesk has an MCP connector: connect it to Claude or another compatible AI and query or update your CRM from there.
What do I need to close Grupo Andino?
Used HomieDesk: deals and emails
What it doesn't do yet
- ×It answers in text: it doesn't draw charts or save new reports. The fixed reports live on their own screen.
Questions about Homie
What is Homie?
It's HomieDesk's chat. It answers questions from your CRM data and takes actions inside it, asking for your approval with a button before anything with an outside effect.
Can Homie send emails on its own?
No. Anything with an outside effect, like sending an email, shows up first as a card with Apply or Cancel. It only happens when you click.
Does it know how my company works?
Yes. It reads your account's Knowledge: what you sell, to whom and in what tone. So it doesn't start from scratch in every conversation.
Can I use HomieDesk from Claude?
Yes. With the MCP connector you connect it to Claude or another MCP-compatible AI and work your CRM from there.
Does Homie build reports?
It answers in text by querying your data, and the app includes fixed reports. Today it doesn't draw charts or save new reports.