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onvela and Claude — The AI CRM: All Features at a Glance

Aktualisiert am 31. Mai 2026 · 7 Min. Lesezeit

onvela is the first CRM that lives directly inside your AI. You connect onvela to Claude once — and from then on you manage contacts, organizations, activities, tasks, notes, and groups entirely by chat. No tab switching, no forms, no manual data entry.


This article explains all available features and shows, with concrete examples, what you can simply tell Claude.


Contacts 


Search for a contact 
Claude searches your contacts by name, email, phone number, address, or notes. 
  • "Find Martin Müller" 
  • "Who has the email bauer@firma.de?" 
  • "Find Max — works at Acme GmbH" 
When exactly one contact is found, Claude returns the full profile directly — including organizations, tags, recent activities, and custom fields. You don't have to ask separately for the profile.

Open a contact 
  • "Show me the full profile of Martin Mayer" 
  • "Open the contact Anna Schmidt"

Open multiple contacts at once
Claude can load up to 25 contact profiles in a single pass: 
  • "Show me the profiles of these contacts: Mayer Martin, Elke Sommer, Andreas Gehret"

Create a new contact 
  • "Create a new contact: Peter Bauer, p.bauer@firma.de, Hauptstraße 12, Munich. He is managing director at Acme GmbH." 
Claude creates the contact, optionally links it to an organization, and confirms the creation.

Update a contact 
  • "Change Müller's phone number to 0176 1234567" 
  • "Bauer now has the role 'Head of Sales' at Acme" 
  • "Update Anna Schmidt's email"

Link a contact to an organization 
  • "Link Müller to Acme GmbH — he's the marketing lead there" 
  • "Bauer now also works at XYZ company, as a consultant"

Log many activities at once
When you've spoken with several people after an event: 
  • "I spoke with Müller, Bauer, and Schmidt at the trade fair today — short networking chats, all open to further contact. Please log an activity for all three."


Organizations 


Search for an organization 
  • "Search for software companies in Munich" 
  • "Which organization has the website acme.de?"
  • "Whom can we contact at Acme?"

Open an organization 
  • "Show me Acme GmbH — full details with all contacts"

Create an organization 
  • "New organization: Acme GmbH, industry software, website acme.de, Munich"

Update an organization 
  • "Acme GmbH now has 50–200 employees" 
  • "Update Acme's website to www.acme.de"


Activities 

Activities are the heart of onvela — they record every touchpoint with your network.

Log an activity 
  • "I called Bauer today. He's still thinking it over but interested in principle. Reminder for next week." 
  • "Meeting with Schmidt yesterday: discussed the project, next step is a quote by Friday." 
  • "Sent an email to Müller — documents delivered."

Activity types: call, email, meeting, note. You can also include follow-up times directly: 
  • "Remind me on Monday to follow up with Bauer" → Claude sets the follow_up_at timestamp automatically.

List activities 
  • "Show me the latest activities for Acme GmbH" 
  • "What did I discuss with Müller this week?" 
  • "All meetings from the last two weeks"


Follow-ups & Engagement 

Overdue follow-ups 
  • "Which follow-ups are due today?" 
  • "Show me all overdue follow-up tasks, oldest first" 
Claude gives you a prioritized list — with the relevant contact, the activity that triggered the follow-up, and how many days it's overdue.

Neglected contacts 
  • "Who haven't I contacted in more than 30 days?" 
  • "Show me contacts I haven't reached out to in a while"

Hottest contacts (temperature)
onvela tracks each contact's engagement intensity as a temperature. 
  • "Which contacts are most active right now?" 
  • "Show me my top 10 contacts by engagement"


Groups (pools) 

Groups bundle contacts and organizations into lists — e.g. for newsletters, events, or sales campaigns.

List groups 
  • "Which groups do I have?" 
  • "Show me all my groups"

Open a group
  • "Show me the members of the group 'Annual Conference 2025'"

Create a group
  • "Create a new group 'Autumn Mailing' for our newsletter contacts"

Add / remove a member
  • "Add Müller to the group 'Autumn Mailing'" 
  • "Remove Schmidt from the group 'VIP Customers'"

Export email addresses
  • "Export all email addresses of the group 'Annual Conference 2025' for Outlook BCC" 
Claude returns a ready-made semicolon-separated string — drop it straight into the BCC field.

Delete a group
  • "Delete the group 'Test Group'"


Tags 

Tags organize contacts, organizations, and tasks across groups.

Add a tag
  • "Tag Müller with 'Investor'" 
  • "Add the tag 'Existing customer' to Acme GmbH"

List all tags
  • "Which tags exist in our account?"

Find all entries with a tag
  • "Show me all contacts and organizations with the tag 'Investor'" 
  • "Who is all tagged as 'VIP'?"


Tasks (todos) 

Tasks can be private or assigned to a contact or an organization.

Create a task
  • "Create a task: finish the quote for Bauer by Friday" 
  • "To-do for Müller: follow up on the contract, due next week"

List tasks
  • "Show me my open tasks" 
  • "What's still on for this week?"

Mark a task as done
  • "Mark the task 'Quote Bauer' as done"

Update or delete a task
  • "Move the due date of task [ID] to next week" 
  • "Delete task [ID]"


Notes 

Notes are private, user-specific entries — they are not shared with other users of the account. Ideal for personal thoughts, meeting prep, or internal memos.

Create a note
  • "Write a note: prep for the meeting with Acme next week — questions about contract terms and timeline"

List notes
  • "Show me my latest notes" 
  • "Which notes do I have with the tag 'Meeting'?"

Read a note
  • "Read me last note on Mark Mayer"

Edit or delete a note
  • "Add to note [ID]: also bring up the budget" 
  • "Delete note [ID]"


Bookmarks 

Bookmarks save contacts, organizations, and groups you want quick access to.

Add a bookmark
  • "Bookmark contact Müller" 
  • "Bookmark the group 'VIP Customers'"

List bookmarks
  • "Show me my bookmarks"

Remove a bookmark
  • "Remove bookmark [ID]"


Help & FAQ 

onvela has its own knowledge base. Claude can search it directly:
  • "How does the temperature feature in onvela work?" 
  • "What are pools in onvela?" "How do I add a custom field?"
  • Claude answers based on the onvela documentation, in German or English.


User management (admins only) 


Invite a user 

List all users
  • "Which users are in our account?"


My profile 

  • "Who am I? Show my profile." 
Claude returns your user information from onvela — name, email, role.


Practical examples


After a conversation

  • "I just spoke with Klaus Bauer from Acme. He's interested but wants to see the quote first. I'll call him again on Thursday. Please log the activity and set a reminder." 
Claude logs the call, sets the follow-up time to Thursday, and confirms everything in one reply.

Preparing for the next day

  • "What's on for tomorrow? Show me overdue follow-ups, open tasks, and who I've neglected most recently."

After an event

  • "I was at the founders' breakfast in Munich today. I spoke with Bauer, Müller, and Schmidt — short introductory chats, all open to further contact. Can you create the three contacts (if they don't already exist) and log a 'meeting' activity for each?"

Preparing a follow-up email

  • "I want to write Bauer a follow-up email. Quickly pull his profile, the recent activities, and our latest conversation notes." Claude gathers all the relevant information and you can dictate or write right away.


Privacy & Security


  • Claude only has read or write access to the data you explicitly confirm. 
  • There is no automatic background synchronization. 
  • The connection runs via OAuth — no password is shared. You can revoke access at any time under Settings → AI Connections. 
  • No access to your local data is required.

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