Tags on contacts, and agent setup in one page

Tags. Add tags to contacts, then filter and export by them, from the dashboard or your AI agent. New leads now start as "Not contacted", so it's clear who still needs a first message.

Set up your agent in minutes. lotscrm.com/mcp has setup steps for Claude, ChatGPT, Claude Code, Codex and Cursor, plus every tool your agent can use.

Custom fields stay safe. When your agent updates a contact's custom fields, it changes only the fields it sends and keeps the rest. Setting a field to empty removes it.