Lead Spine help center

Documentation

Install Lead Spine, connect your AI, understand account access, and get help without exposing private account details.

Last updated September 19, 2026

Lead Spine overview

What Lead Spine does and what you need before connecting.

What Lead Spine does

Lead Spine lets agency teams use a supported AI assistant to read, organize, and build in the CRM accounts they have approved. You describe the outcome in normal language while Lead Spine keeps account access, permissions, and safety controls in one place.

  • Connect more than one CRM account while keeping each account isolated.
  • Use Claude, ChatGPT, or another compatible assistant through one secure sign-in flow.
  • Review and control changes through Safe Writes and activity records.
  • Disconnect an assistant or CRM account whenever you choose.

Before you start

  • An active Lead Spine account with enough CRM account capacity for your plan.
  • Permission to install apps in the CRM account you want to connect.
  • A supported AI assistant account if you also want to connect AI.

Independent service

Lead Spine is an independent product and is not affiliated with, endorsed by, or sponsored by any CRM vendor.