Natural language queries
"Who owes me money?" "How is my month looking?" "What proposals are pending?" Ask Claude and get instant answers from your live data.
Talk to your business.
Connect Claude AI and manage your business by conversation. Ask questions, create records, and get insights in natural language. Record client calls and let AI create the lead, log the notes, and draft the proposal for you.
AI-Powered CRM
What's included
Take actions by conversation
Create clients, send invoices, log activities, update records. Describe what you want and Claude does it through 100+ connected tools.
Call intelligence
Record a client call and Ratio creates the lead, logs the notes, schedules the follow-up, and drafts the proposal for you. Not just a transcript — it does the work.
Works from your desktop
No browser tab required. Ask Claude while writing an email, working on a doc, or planning your day. Your CRM is always one conversation away.
Workflow automation
Build automated workflows with branching logic, approval gates, and scheduled sends. Ratio follows up on overdue invoices, sends reminders, and escalates on your schedule.
Email sequences
Create multi-step email sequences for onboarding, follow-up, and re-engagement. Personalize with merge fields and trigger based on client actions.
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Frequently asked questions
What does AI in Ratio actually do?
Ratio connects to Claude AI with 200+ tools so you can manage your business by conversation. Ask questions ("who owes me money?"), create records, send invoices, and take actions — all in natural language.
What is call intelligence in Ratio?
Record a client call and Ratio creates the lead, logs notes, schedules the follow-up, and drafts the proposal automatically. It is not just a transcript — it operates your CRM based on the conversation.
Do I need a separate Claude subscription to use AI in Ratio?
No. Claude AI is included with Ratio Growth and Pro plans. Starter users can upgrade or use Ratio without AI.
Is Ratio AI different from HoneyBook or Dubsado AI features?
Yes. Most CRMs use AI for cosmetic tasks like email drafting. Ratio's AI is structural — it can query your CRM data, create records, and take actions through 200+ connected tools. HoneyBook has basic AI for email content; Dubsado has no AI at all.
Does Ratio support automated workflows?
Yes. Build workflows with conditional branching, approval gates, and scheduled sends. Automate collections, proposal follow-up, client onboarding, and more.