Sigma CRM guides
Guides on AI CRMs, MCP and running a CRM project.
Practical answers to the questions teams ask before and during a CRM project with AI agents. Written by Dr. Marcel Müller, Founder and COO of JadenX, with sources for every external fact.
What is an MCP server for a CRM?
What an MCP server for a CRM is, how Claude uses it, how it differs from a REST API or a plugin, and what it should never allow. By Dr. Marcel Müller.
Read the guideHow do you connect Claude to your CRM?
Connect Claude Code or the Claude app to your CRM over MCP: what you need, the exact steps, the first prompts to try and how to keep access safe.
Read the guideWhat is an AI CRM, and what makes one AI-native?
What people mean by an AI CRM, the five criteria of an AI-native CRM, how it compares with a CRM that has an AI add-on, and how to check a product.
Read the guideWhat can an AI sales agent do in your CRM, and what should it not do alone?
What an AI sales agent is, which sales tasks it can do alone, which need a human approval, and how to keep agents inside your CRM rules.
Read the guideWhat does a manufacturing company need from a CRM?
What a manufacturing company needs from a CRM: long cycles, accounts with many contacts, custom data, on-premise options and AI agents. A requirements checklist.
Read the guideWhich CRM workflows can you automate with AI agents?
Twelve CRM automation workflows for AI agents, from account research to weekly reports, with the human step for each, and when a classic rule is better.
Read the guideHow do you implement a CRM in 90 days?
A CRM implementation plan for the first 90 days: strategy and data model, pilot and migration, rollout and adoption, with owners and outputs per phase.
Read the guideOn-premise vs. cloud CRM: what drives the cost over five years?
Which cost blocks decide whether an on-premise CRM with a perpetual license or a cloud CRM subscription is cheaper over five years, and how to compare them.
Read the guideHow do you migrate CRM data without losing or duplicating records?
A CRM data migration checklist: scope, export, cleaning, field mapping, dedupe, test import, rollback and the final cut-over, with AI agents where they help.
Read the guideHow do you self-host a CRM with Docker and PostgreSQL?
How to self-host a CRM with Docker Compose and PostgreSQL: server, domain and TLS, the stack, migrations, backups of database and files, and updates.
Read the guidePlanning a CRM project with AI agents?
Explore Sigma CRM
Features
Custom fields, a flexible data model, views, workflows and roles.
FeaturesAI & MCP
How AI works in Sigma CRM: agents, observers, Sammy and model choice.
AI & MCPMCP server
All use cases, setup in 3 steps and the tool list for Claude and other MCP clients.
MCP serverDeployment
Run it on your own servers or in our cloud.
DeploymentPricing
Cloud subscription or Enterprise perpetual license.
PricingFrequently asked questions
Who writes these guides?
Dr. Marcel Müller, Founder and COO of JadenX. AI agents help with research and drafts, and every guide lists its sources.
Are the guides only about Sigma CRM?
No. Most of each guide applies to any CRM. One section per guide shows how we do it in Sigma CRM.
Questions about your own CRM project?
We look at your process, your data and your AI plans in one call.