Sales & customer support

CRM: create, search, merge and archive partner client records, plus their associations

CRM: manage companies, contacts, leads, opportunities, pipelines, notes, activities and lists

B2B sales data: search and enrich people and company contacts, check credit balance

CRM: create pipelines, stages, fields and snippets, and file email into boxes

Streak CRM API: manage teams, pipelines, boxes, contacts, tasks, comments and webhooks

CRM: manage pipelines, boxes, stages, fields, snippets and files in Streak

Quoting: create and manage quotes with line items, sections, attachments and access lists

CRM: manage leads, contacts, companies, tasks, chats and salesbots

Customers: create, update and activate accounts, and manage their virtual accounts

Comment engagement: manage users, logins, sections, bans and mutes for a site

CRM contacts: list, create, update and tag customer records by ID or email

CRM: manage leads, contacts, companies, tasks, chats and webhooks through a REST API

Human API users: create and manage users, subscriptions, notification settings and messages

Integrations: connect Plaid, Flinks, Inverite and Global Pay, manage API keys, webhooks and support tickets

Contacts: create, edit, activate and label customer records, with notes and payment methods

CV CRM: alterar a situação de leads, incluindo cancelamento com motivo e descrição

Imóveis: consultar, adicionar e atualizar os interesses de um lead em empreendimentos e unidades

CRM leads: record and list the form, landing page and campaign conversions of a lead

Leads: atribuir e remover gestor, corretor ou imobiliária responsável por cada lead no CV CRM

CRM: registre e consulte o histórico de contatos com leads (ligações, e-mails, SMS, WhatsApp)

Campaigns, merchants and routes: manage campaign items, pricing, pages, menus and users

Voter and supporter CRM: manage people, contributions, events, pledges, shifts and bulk imports

Donors and gifts: manage donation premiums, gift adjustments, batches and tribute types in iMIS