SUMMARY: This AI for Business webinar is about building a simple AI-native CRM and using agentic tools to keep follow-ups from falling through the cracks. We cover what a CRM needs to track, why local file ownership matters, how Codex and Claude Code can build a lightweight CRM dashboard, and how daily AI routines can sync emails, meetings, and next steps without a heavy database stack. TIMESTAMPS: 0:00 Today's topic: AI, CRM, and follow-up 1:06 Miguel's background and why CRM matters 2:17 Webinar structure and next session topics 3:22 Tools for the day: Claude, Gemini, Perplexity, Claude Code, Codex 4:29 Why Codex on macOS changes the interface for agentic tools 6:55 Codex vs Claude Code and fast-mode workflows 7:51 File over app: why local ownership matters 10:12 What a CRM actually does 11:22 The follow-up problem that leaves money on the table 12:31 The old way: scattered emails, calls, WhatsApp, LinkedIn, and SMS 14:52 Core fields for a simple CRM 19:27 Live build: asking Codex the right CRM setup questions 29:56 Demo: generated local CRM dashboard 30:50 How to keep a CRM updated automatically 35:01 Daily sync skills for solo operators 37:58 Automations as code vs AI skills 44:29 Enrichment signals and lead qualification 47:35 Visualizing emails, meetings, next steps, and contact history 48:39 Unipile and connectors for LinkedIn, WhatsApp, and communication data 49:48 Q&A: Outlook connectors in Codex and Claude Code 51:03 Q&A: can this replace GoHighLevel? 53:33 Cold email strategy and high-value offers 56:32 Why not to send unsolicited roadmap links 57:26 Ask permission before sharing the link 58:34 Closing: build the must-have CRM foundation CONNECT WITH ME: LinkedIn: https://www.linkedin.com/in/miguel-torrez/ Genial Agency: https://genial-agency.com Luwai (French): https://luwai.fr Personal: https://migueltorrez.ai Book a chat: https://cal.com/miguel-torrez TOOLS MENTIONED: - Claude / Claude Code: https://claude.ai - Codex: https://chatgpt.com/codex - Perplexity: https://plex.it/referrals/L3JAI8VO - Apify: https://www.apify.com?fpr=migueltorrez - Unipile: https://unipile.com - Make: https://www.make.com/en/register?pc=migueltorrez - n8n: https://n8n.io - Vercel: https://vercel.com - GoHighLevel: https://www.gohighlevel.com/?fp_ref=migueltorrez LIVE CHAT HIGHLIGHTS: [8:34] @Valerij Koljada asked about Manus [23:46] @Samia Systems asked when to pick Codex over Claude Code [26:12] @Paul Marc asked whether Codex needs an AGENTS.md file [37:10] @Rohan Mukherjee asked if automations can be done in Claude Code [40:22] @Valerij Koljada asked how to structure projects and folders [50:13] @Paul Marc asked whether Codex has an Outlook connector [54:22] @Jeremy Oberle asked whether the recording would be available [56:31] @Rohan Mukherjee asked what a podcast offer is DROP A COMMENT: What is the one follow-up you keep forgetting in your own sales process? #AICRM #CRM #ClaudeCode #Codex #AIForBusiness #SalesAutomation #FollowUpAutomation #LeadManagement #GenerativeAI #LocalFirst #AIWorkflows #GoHighLevel #Unipile #MakeAutomation