Sales & customer support

Customer support: manage conversations, customers, help center articles, CSAT surveys and session recordings

CRM: manage AI assistants, leads, custom fields, conversations and channels

Bookings: list, create and cancel appointments, check event type availability, manage webhooks

CRM: manage course records with search, batch updates, associations and GDPR deletion

Customer feedback: tickets, help center articles, engagement banners, surveys and session replays

Conversational AI agents: manage leads, conversations, sequences, campaigns and bulk lead imports

Estate agency: manage properties, tenancies, contacts, leads, appointments and appraisals

Website visitor identification and B2B lead data: companies, contacts, web visits, CRM sync and ICP scoring

Sales prospecting: find businesses, people and verified emails, run email campaigns

Lead generation: manage leads, campaigns, sequences, inboxes and connected accounts

Sales prospecting: funding rounds, cited company briefs, launch triggers, email checks and LinkedIn actions

Go-to-market automation: review queue, leads, workflows, blog content and conversion events

CRM: create, search, update, merge and archive sales order records in bulk

Prospect discovery: start company searches by ICP, poll results, read and acknowledge prospects

Email finding: look up business and personal emails, verify addresses, run bulk searches and GeoLead lead generation

CRM: manage discount records, search, batch updates, merges and associations with deals

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