We’ve been building a series of MCP Connectors at CRM Experts. Its not only helping us to be more efficient, but it is also helping us to sell more! Selling is a multi-channel approach—and not all channels are created equal. Some generate leads, some build awareness, and others help close deals. But the secret to success? Using them together—smartly, strategically, and with the help of AI.
At CRM Experts Online, we use a method that combines AI automation, CRM data, and our new MCP (Model Context Protocol) connector to unify data across systems and enable next-generation engagement experiences.
Let’s break it down.
Why Multi-Channel Still Matters
To drive conversions, you need to meet leads where they are: email, social, chat, phone, and content. Here’s what a well-executed strategy includes:
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Email: Nurture leads with personalized sequences.
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Social Media: Reach and interact with prospects where they engage most.
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Chatbots: Qualify and gather data 24/7.
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Phone Calls: Convert high-value prospects.
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Content: Educate and build trust with value-driven resources.
AI tools like CRM Copilot.AI enhance each of these channels by automating outreach, optimizing timing, and tailoring content.
But we’ve taken it even further.
Introducing MCP Connectors – CRM Experts Online’s Strategy for the Future
At CRM Experts Online, we’re building our own MCP server to supercharge CRM CoPilot and extend its capabilities through tools like ChatGPT, Claude, and other LLMs (Large Language Models).
What is MCP?
MCP (Model Context Protocol) is a backend server infrastructure that lets AI tools like ChatGPT securely access and interact with your CRM and other business apps. Think of it as a bridge between conversation and execution.
Using MCP, our team can access CRMCoPilot.Ai’s data as follows:
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Ask Claude or GPT: “How many leads came in today?” and get real-time CRM data.
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Trigger actions like: “Email all CIOs in New York” using filtered search results from CRM CoPilot.
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Automatically summarize meetings, generate proposals, or identify the best leads based on your business offering—all without switching tabs.
Here’s how John Perez, Founder of CRM Experts Online, explained it in our internal team meeting:
“MCP is a protocol that allows Claude or GPT to connect directly to CoPilot, Zoho, Gmail, or any other platform. So instead of going into each system, I can say something like:
‘Show me all leads in New York who are CIOs and likely to convert based on our offering.’
Then I can instantly send personalized emails or follow-ups from the same interface.”
Real-World Example: From Voice to Outreach in Seconds
Imagine this real use case enabled by MCP:
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Say: “Find all leads in CRM CoPilot from Tennessee with ‘Business Owner’ in their title.”
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MCP retrieves the data and feeds it to Claude.
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Claude summarizes intent, identifies top leads, and drafts follow-up emails.
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You say: “Send intro email and CC my team.”
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It’s done—within one conversational interface.
No clicks. No context-switching. Just results.
This is no longer a “future” capability—it’s how CRM Experts Online builds and delivers CRM and sales automation today.
Benefits of MCP for Multi-Channel Strategies
| Capability | Without MCP | With MCP Integration |
|---|---|---|
| Lead Lookup | Manual filtering in CRM | Ask GPT: “Show CIOs in California” |
| Outreach | Compose messages separately | Auto-generate emails from search results |
| Follow-ups | Task reminders or scheduled emails | Triggered directly via conversation |
| Personalization | CRM field merges only | Behavioral + contextual content via LLMs |
| Reporting | Login to dashboards | Ask: “What’s my top-performing channel?” |
Why We Use MCP at CRM Experts Online
We believe AI is only powerful when it’s connected to the tools you use daily. MCP lets us:
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Eliminate time-consuming steps between insight and action.
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Empower team members with fast access to data via natural language.
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Build powerful workflows and white-labeled tools for clients who want their own conversational CRM agent.
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Open new revenue streams through MCP configuration and managed AI services.
Whether it’s lead scoring, sending emails, or searching across apps, our MCP server enables it through a simple prompt.
“We’re not just selling automation—we’re building a smarter interface between humans and data.”
– John Perez, Founder
Ready to Leverage MCP + AI in Your Business?
CRM CoPilot’s Platinum plan already supports automation at scale, and with MCP, we’re preparing businesses for the next evolution in CRM engagement.
Whether you’re a client of CRM Experts Online or just exploring AI-powered CRM tools, our approach with MCP means:
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Faster insights
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Smarter personalization
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Actionable decisions in real time
This is how we do CRM. And it’s how your team can work smarter—today.