Claude can now read and change records inside contractor CRMs, but the connectors differ a lot in what they can touch, who approves each change, and what they cost. We checked ten tools against their own documentation.
The best CRM with Claude integration for contractors in 2026 is QuoteIQ. Its connector lets Claude read customers, estimates, invoices and schedules, then draft changes that wait for your approval, and anything that sends a document or collects a payment needs a confirmation in the chat. Plans start at $29.99 a month with a 14-day free trial. Jobber and Contractors Cloud also ship vendor-built Claude connectors for field businesses, while HubSpot, Pipedrive and monday suit sales-led teams. We make QuoteIQ, so check each vendor’s own documentation before you buy.
Every row below is a CRM or field service tool that either ships a Claude connector or, in one case, does not. Prices are the vendor-published figures we read on October 10, 2026, in US dollars per month unless noted.
| Rank | Platform | Starting Price | Best For | Standout Feature |
|---|---|---|---|---|
| #1 | QuoteIQ | $29.99/mo · 14-day trial | Solo contractors through 20-user crews | Approval-gated Claude connector across estimates, invoices and schedules |
| #2 | Jobber | $29/mo annual ($49 monthly) | General residential service crews | Connector for Claude, launched September 25, 2026 |
| #3 | Contractors Cloud | $65/user/mo + $950 activation | Roofing and exterior sales teams | “Add to Claude” setup, no delete tools |
| #4 | ServiceM8 | Free plan; paid from $29/mo | Small field teams on job-based pricing | Official MCP server, Claude via custom connector |
| #5 | HubSpot | Free CRM; Starter from $7/seat/mo | Sales-led contractors with marketing needs | Official connector, audit log, no deletes |
| #6 | Pipedrive | $14/seat/mo (Lite, annual) | Estimate-driven sales pipelines | Listed in Claude’s connector marketplace |
| #7 | monday CRM | $12/seat/mo (Basic, annual) | Teams that run projects on boards | In Claude’s directory, admin AI Connectors switch |
| #8 | Zoho CRM | Free (3 users); $14/user/mo annual | Teams that want to assemble their own server | Built-in CRM MCP servers plus an MCP Console |
| #9 | Salesforce | $25/user/mo (Starter Suite) | Large multi-location contractors | Claudeforce, with 37 prebuilt sales skills |
| #10 | Housecall Pro | $59/mo annual ($79 monthly) | Residential service teams (context pick) | No vendor connector found; Open API on Max |
Pricing changes often. Where a vendor’s own pages conflict or show a promotion, we say so in the entry rather than choose a number. Always confirm current rates on the vendor’s site.
Claude reaches business software through connectors, which run on the Model Context Protocol (MCP), an open standard its maintainers compare to a USB-C port for AI applications. Once a connector is switched on, you can ask Claude “which approved quotes still aren’t scheduled?” and it reads the records in your CRM instead of guessing. Some connectors can also create or change records, and that is where tools start to differ.
Two details matter before you pick one. There are directory connectors that a software maker builds and Claude lists, and custom connectors you add by pasting a server address. Per Claude’s help center, custom connectors need a paid Claude plan, and connectors can’t be added from the iPhone or Android app, although ones added on web or desktop appear on mobile after you next log in. On Team and Enterprise plans, an owner enables the connector for the organization first.
The second detail is risk. A connector that can write can also make mistakes. OWASP lists excessive agency among its top risks for LLM applications and recommends that a human approve high-impact actions. That is the question we asked of every tool below: what can Claude touch, and who clicks approve?
We’re QuoteIQ. We made this list. We also picked our own platform as #1 — here’s exactly why, with the trade-offs each tool brings to the table.
We started with CRMs and field service tools that contractors use, then asked one question: does the vendor itself document a way to connect Claude? Tools with a vendor-built connector or server went first. We scored each one on five criteria:
What we did not do: run hands-on tests of every connector. Competitor claims come from each vendor’s own documentation, pricing pages and press releases, read on October 10, 2026, plus the third-party sources named in each entry. Where a page was silent, we write “not described” instead of guessing. For safeguards, we used OWASP’s human-approval guidance as the yardstick, and the NIST AI Risk Management Framework, a voluntary framework, as a reminder that managing AI risk is the buyer’s job too.
ServiceTitan, FieldEdge and Workiz are well-known names that are not ranked. We could not find a vendor-built Claude connector for any of them, and the third-party write-ups we found say none exists. Those write-ups come from Carly, which sells a competing product, so treat that as a lead to check, not a verdict. Housecall Pro is #10 as a context pick for the same reason.
“Most contractors who invest in software use it for scheduling and invoicing — they’re using it as a digital notepad.”
— Justin Rogers, Co-Founder of QuoteIQ, on how contractors underuse their software. More from Justin
QuoteIQ’s connector lets Claude read your customers, estimates, invoices and schedule, then draft changes that wait for your approval before they touch a record. It is the one tool here we can describe from the inside, so we hold it to the same standard as the other nine: what it does, and where it falls short.
Best for: solo contractors through crews of about 20 who want estimates, scheduling, invoices and payments in one platform, and want Claude to do the paperwork while a person approves anything that changes or leaves the business.
“Same day. Not tomorrow morning — same day.”
— Mike Vidan, Co-Founder of QuoteIQ, asked how soon a contractor should send a quote. More from Mike
quoteiq.read and quoteiq.write scopes, and QuoteIQ says plan gates and approval rules are enforced on its servers on every call.QuoteIQ prices by plan, not by connector. Essentials is $29.99 a month for one user, Beginner is $99.99 for two, Pro is $199.99 for four, Elite is $299.99 for ten and Max is $699.99 for twenty. Any paid plan can add users at $25 a month each, annual billing gives two months free, and every plan starts with a 14-day free trial. QuoteIQ’s connector page says the connector is included on every plan, with some tools following plan features: Client Hub and contact-form tools start on Pro, and inventory reorders, pipeline and campaign tools sit on Elite and above. We found no separate connector fee described, so confirm the tools you need on the plan you are considering.
Pros
Where it falls short
Verdict: Our pick for contractors because the connector is built around approval, undo and a record of every change, and it sits on top of the estimating, scheduling and payments you already need. If you only want Claude to log notes in a sales pipeline, a lighter CRM may be enough.
Jobber launched a Connector for Claude on September 25, 2026, and says it is available to all Jobber customers. In its press release, Jobber says Claude can read clients, properties, jobs, quotes, invoices, requests and visits, and can write to some records. The release says Jobber “remains the system of record.”
Best for: general home-service crews that already run on Jobber or want the best-known field service brand.
Pricing on Jobber’s page: Core is $29 a month billed annually ($39 on a one-year commitment billed monthly, $49 with no commitment) for one user. Connect starts at $99 and Grow at $149 for one user billed annually, Plus starts with five users at $399, and extra users are $29 a month each.
Pros
Where it falls short
Verdict: A sensible pick if your crew is already on Jobber and wants Claude for look-ups and intake. Its public material is thinner than QuoteIQ’s on who approves a change, so ask Jobber before you let Claude write anything important.
Contractors Cloud is a roofing-first CRM whose Claude connector installs from an “Add to Claude” button and acts under your own permissions. Its setup guide says you click the button, sign in and approve, or add a custom connector at https://api.contractorscloud.com/mcp yourself.
Best for: retail and insurance-based roofing, siding, exterior and restoration companies with a sales team. The vendor’s site also names landscapers, painters and asphalt contractors among its users.
Pricing on the pricing page: Apex is $65, Summit $75 and Peak $85 per user per month, each with a $950 initial activation and a $189 monthly minimum. You pay only for users who sign in during the month, and volume discounts run 10%, 20% and 30% at 6, 16 and 51 users. No free trial is listed; the page offers a demo.
Pros
Where it falls short
Verdict: The strongest specialist here for roofing and exterior sales teams that can absorb the setup cost. Other trades will find QuoteIQ’s lower entry price and approval controls easier to start with.
ServiceM8 publishes an MCP server and describes a custom-connector route for Claude, but this was the hardest connection to confirm. The developer documentation lists a server at https://developer.servicem8.com/mcp for direct API access, documentation search and real-time account data, and names Claude Desktop alongside Cursor and Windsurf.
A ServiceM8 help-center article is titled “Connect ServiceM8 to ChatGPT or Claude” and describes an approved plugin in ChatGPT and a custom MCP connector in Claude. The article body would not load for us, so we cannot confirm its steps, plan requirements, approvals or delete behavior.
Best for: small field teams that bill job by job and want the lowest possible entry price.
Pricing on the US pricing page: Free is $0 for 30 jobs a month, Starter $29 for 50, Growing $79 for 150, Premium $149 for 500 and Premium Plus $349 for 1,500 or more. The page lists a 14-day trial on the main plans and 10 cents per text on the free plan.
Pros
Where it falls short
Verdict: Worth a trial for a tiny team under 30 jobs a month. Ask ServiceM8 to walk you through the Claude connection and its safeguards before you rely on it.
HubSpot built its own connector for Claude, and its documentation is the most detailed of the general CRMs: it spells out what Claude can read, write and not do. Per HubSpot’s knowledge base, you open Claude’s Settings → Connectors, browse to HubSpot, choose the permissions to allow and connect. Super Admins and users with App Marketplace Access can install it; everyone else needs a Super Admin’s approval.
Best for: sales-led contractors, such as remodelers and solar installers with long sales cycles, that already run marketing and lead follow-up in HubSpot.
Pricing on HubSpot’s CRM page: Free for up to two users with no time limit. Starter shows “from $7” a month per seat beside a crossed-out $20, under a new-customer offer the page does not label monthly or annual. Professional and Enterprise are not on that page, so check HubSpot’s pricing; third-party guides report one-time onboarding fees on higher tiers. HubSpot says the connector is free and needs no paid HubSpot account, but connecting needs a paid Claude plan.
Pros
Where it falls short
Verdict: Pick HubSpot if marketing and lead follow-up are your bottleneck and you will run field work elsewhere. For estimates, scheduling and payments in one place, QuoteIQ covers more of the job.
Pipedrive’s MCP connector joined Claude’s official marketplace on August 18, 2026, and Pipedrive says most connector use already happens on Anthropic’s surfaces. Its newsroom release says Claude can retrieve and act on activities, deals, contact records, meeting information and leads, within each user’s own Pipedrive permissions.
Best for: small sales teams that track estimates and leads through a pipeline and do not need scheduling or invoicing in the same tool.
Pricing on Pipedrive’s page, per seat per month billed annually: Lite $14, Growth $39, Premium $59 and Ultimate $79. Monthly-billing prices are not shown. The page lists a 14-day trial and does not say whether the connector is limited to certain plans.
Pros
Where it falls short
Verdict: A clean pick for a salesperson who lives in a pipeline and wants Claude to log the busywork. It leaves the job itself, from the crew’s schedule to the final invoice, to other tools.
monday.com’s connector is listed in Claude’s official directory, and account admins can control it with an AI Connectors permission. Per monday’s support article, it is available on Claude Pro, Max, Team and Enterprise plans. MCP comes preinstalled, and if a connection fails, an admin should check Admin → Permissions → AI Connectors.
Best for: contractors who already manage projects on monday boards and want CRM and job tracking in one workspace.
https://mcp.monday.com/sse.Pricing on monday’s CRM page, per seat per month billed annually or monthly: Basic $12 or $18, Standard $17 or $25, Pro $28 or $41, and Ultimate by quote. Plans start at three users, and teams over 40 users request a quote. The page shows a 33% yearly-savings badge while its FAQ says 18%, and does not label the monthly column, so we read the higher figures as monthly prices.
Pros
Where it falls short
Verdict: Good if your team already thinks in monday boards. Solo operators and crews that need invoicing and payments will find the three-seat minimum and board-first design a poor match.
Zoho hands you parts to assemble: Zoho CRM has built-in MCP servers, and a separate MCP Console lets you build a custom server that Claude connects to over OAuth. The steps below come from a September 13, 2026 tl;dv explainer that summarizes Zoho’s documentation, not from Zoho itself, so check Zoho’s guide for the current screens.
Best for: teams with an administrator who enjoys tailoring, especially those already using other Zoho apps such as Books, Desk or Projects.
Pricing: Zoho’s own page showed rupees when we loaded it, with a free plan for up to three users. The dollar figures here come from a June 2026 Automation Atlas guide: Standard $14 billed annually or $20 monthly, Professional $23 or $35, Enterprise $40 or $50, and Ultimate $52 or $65. Treat them as a guide, not a quote.
Pros
Where it falls short
Verdict: A flexible, inexpensive CRM for teams with someone to configure it. A contractor who wants Claude working on day one will move faster with a connector that arrives ready to use.
Salesforce and Anthropic announced Claudeforce on August 27, 2026, led by a “Salesforce in Claude” plugin with 37 prebuilt sales skills. DestinationCRM’s report says the plugin lets sellers reason over live revenue data, automate pipeline updates and take “governed” actions from inside Claude, with skills such as meeting prep, deal health review and pipeline review.
Best for: large multi-location contractors with a dedicated sales organization, a Salesforce administrator and the budget to match.
Pricing on Salesforce’s page: Starter Suite starts at $25 per user per month, billed monthly or annually with transaction fees. Pro Suite starts at $100, billed annually under a contract. The page prices no higher edition, and the coverage does not say which edition the Claude plugin requires.
Pros
Where it falls short
Verdict: Right for a large contractor that already runs on Salesforce. Smaller crews would pay for a lot they will not use.
Housecall Pro is a context pick: we found no vendor-built Claude connector, so it ranks last on a Claude list. Its pricing page does not mention MCP, Claude or ChatGPT. It lists Open API access on the Max plan and the FAQ mentions Zapier access, which are routes for someone willing to build a bridge. Community-built MCP projects exist on GitHub and in directories, but we did not test them and cannot vouch for them.
Best for: residential service teams already on Housecall Pro that are comfortable using its API or Zapier.
Pricing: Basic is $59 billed annually or $79 monthly for one user. Essentials is $149 or $189 for five users. Max is $299 or $329 for eight users, plus $35 a month for each additional user. The page also shows introductory offers: $26 for the first month of Basic or Essentials, and $99 a month for the first three months of Max.
Pros
Where it falls short
Verdict: A familiar field service tool, but not one to choose for Claude today. If Housecall Pro ships its own connector, the ranking changes.
Two sets of numbers frame this decision: how large and fast-moving the contracting workforce is, and how quickly vendors are adding Claude. The first four come from U.S. government sources. The last two are a vendor’s self-reported figure and our own count.
Pick QuoteIQ Essentials at $29.99 a month. One user, a 14-day free trial and a connector that holds writes for approval let you have Claude draft estimates without worrying about a stray send. If you run under 30 jobs a month and want to pay nothing yet, ServiceM8’s free plan is the budget alternative, though we could not confirm its Claude steps.
QuoteIQ Beginner covers two users for $99.99 a month, and Pro covers four for $199.99, with extra users at $25 each. If your crew already knows Jobber, its Connect plan is $99 a month for one user billed annually, with extra users at $29.
QuoteIQ Elite is $299.99 a month for ten users, and QuoteIQ’s connector page lists pipeline and campaign tools on Elite and above. For comparison, Jobber’s Grow plan with five users is $229 a month billed annually.
QuoteIQ Max is $699.99 a month for twenty users and adds crew tracking, crew creation and crew scheduling for multi-person teams. Elite at $299.99 is the stop before it. Either way, keep the “Approve changes in QuoteIQ” setting on while more people start asking Claude to make changes.
QuoteIQ Max includes twenty users, with more at $25 each. A company with a dedicated administrator and a sales organization may prefer Salesforce, which starts at $25 per user for Starter Suite. ServiceTitan publishes no prices, and we found no vendor-built Claude connector for it.
Contractors Cloud is built around roofing, siding and restoration sales, and its connector installs from an “Add to Claude” button. Budget for $65 to $85 per user a month, a $950 activation fee and a $189 monthly minimum.
Start with QuoteIQ Essentials and leave “Approve changes in QuoteIQ” on, which is the default, so nothing changes until you tap Approve. HubSpot’s free CRM for two users is a low-pressure way to try Claude on lead tracking first.
We began with tools contractors use, then added general CRMs with a documented Claude path. We checked vendor documentation, press releases and Claude’s own connector pages for a vendor-built connector. Tools without one, such as ServiceTitan, FieldEdge and Workiz, were left unranked.
We read each vendor’s own pricing page on October 10, 2026. Where a page showed a promotion, another currency or conflicting savings labels, the entry says so. Zoho’s dollar prices come from a third party, and some HubSpot tiers are left to the vendor.
For each tool we recorded what Claude can read, what it can create or change, whether deletes exist, who can connect it and who approves a change. Anything a page did not say is marked “not described” instead of assumed.
QuoteIQ’s 4.7 rating across 4,103 reviews on the App Store and Google Play is the only review aggregate we use. We did not aggregate competitor scores, so reviews do not set the order of the other nine.
QuoteIQ co-founders Mike Vidan and Justin Rogers supplied the contractor-side view. We made this list and placed our own platform first, and the methodology above says why.
“This app was built by contractors work contractors in the field.”
“I would recommend this app for any contractor out there”
“QuoteIQ has some of the best integrations and a easy team to communicate with, excited to see how things go”
These are 5-star reviews from the App Store, Google Play and Google. None was written about the Claude connector, which launched in September 2026, so they describe QuoteIQ in general.
The contractor-side view in this guide comes from the two people who started QuoteIQ. Both publish their thinking for contractors on QuoteIQ’s insights pages.
Mike runs a YouTube channel with 580K+ subscribers and answers questions on pricing, quoting, running a crew and winning customers. His answer on quote timing is quoted in our QuoteIQ entry.
Read Mike’s insights →Justin publishes the ForeverSelfEmployed channel, with 743K+ subscribers, and writes about business systems, pricing, profit and how contractors should use software. His answer on software use is quoted in our methodology.
Read Justin’s insights →The best CRM with Claude integration for contractors in 2026 is QuoteIQ, because its connector reads customers, estimates, invoices and schedules and holds changes for your approval. Anything that sends a document or collects a payment needs a confirmation in the chat. Jobber and Contractors Cloud also ship vendor-built connectors, and HubSpot, Pipedrive and monday suit sales-led teams. We make QuoteIQ and did not run hands-on tests of every tool, so compare each vendor’s own documentation before you buy.
QuoteIQ runs from $29.99 a month for Essentials to $699.99 for Max, with a 14-day free trial, and its page says the connector is included on every plan. Jobber starts at $29 a month billed annually, ServiceM8 has a free plan with paid tiers from $29, and Pipedrive starts at $14 per seat billed annually. Contractors Cloud adds a $950 activation fee. Prices change often, so confirm on each vendor’s site before you decide.
QuoteIQ doesn’t have a free plan, but every plan includes a 14-day free trial, and plans start at $29.99 a month. Free options elsewhere are narrower: HubSpot’s free CRM covers two users, Zoho CRM’s free plan covers three, and ServiceM8’s free plan covers one user and 30 jobs a month. Connecting Claude to any of them may still need a paid Claude plan, because custom connectors require one and HubSpot’s connector page lists one as a requirement.
For a solo contractor, QuoteIQ Essentials at $29.99 a month is our pick: one user, a 14-day free trial and a connector that waits for your approval before changing anything. ServiceM8’s free plan is the budget alternative for up to 30 jobs a month, though we could not confirm its Claude steps. HubSpot’s free CRM suits lead tracking, but its connector pages do not describe scheduling or invoicing.
QuoteIQ Beginner (two users, $99.99 a month) or Pro (four users, $199.99) fits most small crews, and extra users cost $25 each. Jobber is the main alternative: its Connect plan with five users is $149 a month billed annually, and its Claude connector launched on September 25, 2026. Choose Jobber if your crew already knows it, and QuoteIQ if you want documented approval and undo controls.
QuoteIQ Max is $699.99 a month with twenty users and extra users at $25 each, so a larger crew can stay on one platform. Salesforce suits a company with its own administrator and a sales organization, starting at $25 per user for Starter Suite. ServiceTitan publishes no prices, and we found no vendor-built Claude connector for it, so we left it unranked. Ask any vendor how its connector behaves with many users.
QuoteIQ has iPhone, Android and web apps, so field staff can work from a phone. Per Claude’s help center, connectors can’t be added from the iPhone or Android app, but connectors added on web or desktop appear on mobile after you next log in. HubSpot says its connector works on desktop, web and mobile. Check each vendor’s own mobile app separately from its Claude connector.
QuoteIQ’s connector can send estimates and invoices, but only after you confirm in the Claude chat, and the same applies to emails, texts and charging a saved payment method. Jobber’s release lists reads for quotes and invoices and writes for clients, properties and requests, and it does not describe sending. HubSpot lists invoices as read-only. Check which actions a connector allows before you ask Claude to contact a customer.
QuoteIQ is our pick for estimating: its connector can create and update estimates, and its AI Autopilot and in-document AI CoPilot help build and edit them inside the app. Contractors Cloud lists Estimating + Proposals as a power feature for roofing sales. Jobber’s release lists reading quotes, and HubSpot’s quote editing is in beta. Judge any tool by whether Claude can change an estimate and who approves it.
QuoteIQ is our pick: its connector reads the agenda and availability, and its write tools update schedules, with approval by default. Jobber’s release lists reading visits, but we could not confirm that either Jobber’s or ServiceM8’s connector can change the schedule, and a blog from Carly, a competitor, says Jobber’s cannot. HubSpot, Pipedrive and monday focus on sales and projects rather than crew dispatch.
QuoteIQ’s connector can create and send invoices and charge a saved payment method, and each send or charge needs your confirmation in the chat. It also reads unpaid invoices. Jobber’s release says Claude can read invoices and flag completed jobs that have not been invoiced. HubSpot lists invoices and payments as read-only. For payments, the question is who confirms the charge, not just whether Claude can ask for it.
It can be, if the connector limits what Claude can change and you control who approves. Look for approval before writes, no deletes, a log of changes and permissions that match the signed-in user. QuoteIQ, HubSpot and Contractors Cloud describe versions of these, and several others do not. OWASP recommends human approval for high-impact actions, and Claude’s help center advises connecting only trusted tools and monitoring what Claude does. Start with look-ups before you allow writes.
Export whatever Jobber allows, such as clients, jobs and invoices, ask the new vendor what it can import, and run both tools side by side for a billing cycle before you cancel. Check your Jobber plan’s commitment terms first, since its pricing page shows lower rates for one-year commitments. QuoteIQ’s 14-day free trial lets you test a few real jobs, and its Jobber comparison page lists the differences.
QuoteIQ and Jobber are the closest field service alternatives that document a vendor-built Claude connector, and Contractors Cloud fits roofing and exterior sales. We found no vendor-built Claude connector for Housecall Pro. Its Max plan lists Open API access, which is a route for technical teams, but not a ready-made Claude setup. QuoteIQ’s comparison page with Housecall Pro lays out the other differences.
ServiceTitan publishes no prices; its plans are Starter, Essentials and The Works, with per-technician pricing by quote. QuoteIQ’s published plans run from $29.99 to $699.99 a month, and Jobber’s start at $29 billed annually. We found no vendor-built Claude connector for ServiceTitan, and a competitor’s blog says there is none, though community servers and middleware exist. Weigh price against how many technicians and offices you run.
Open Claude’s connector settings and add the tool from the directory if it is listed, or add a custom connector by pasting the vendor’s server address, then sign in and approve. Custom connectors need a paid Claude plan, and on Team or Enterprise an owner must enable the connector first. For QuoteIQ, copy the connector URL from Settings → Automation → AI Assistant (MCP), add it in Claude under Customize → Connectors, and press Connect.
Trusted by thousands of verified contractors · 4.7★ average rating · 4,103+ reviews on App Store + Google Play
QuoteIQ is #1 because of how its connector is built, not because it has one. Claude can work across estimates, invoices, schedules and payments, anything that changes a record waits for your approval by default, anything that sends a document or charges a customer needs a confirmation in the chat, and reversible changes can be undone. Almost every tool on this list now has some way to connect Claude. The useful question is who clicks approve.
The runners-up are strong in their lanes. Jobber is the sensible choice for a crew already on Jobber, Contractors Cloud for roofing and exterior sales teams, HubSpot for marketing-led lead follow-up, Pipedrive and monday for pipeline and board-based work, Zoho for teams with an administrator who likes to tinker, Salesforce for large organizations, and ServiceM8 for a very small team on a tight budget. Housecall Pro earns its place only as context until it ships a connector of its own.
This market is weeks old. Pipedrive listed its connector on August 18, Salesforce announced Claudeforce on August 27, QuoteIQ announced its connector on September 14 and Jobber launched on September 25. Expect details to change, so read each vendor’s current documentation before you commit. Whatever you choose, start with look-ups, keep approvals switched on and add write access one task at a time. Contractors are moving from asking whether software has AI to asking whether the AI can do the work safely, and QuoteIQ is built for that question.
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