Sales & customer support

CRM pipeline: create, search, update, merge and archive sales opportunities in batches

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

CRM: create, read, update, search and merge custom object records

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

Insurance leads: manage pipeline, carriers, binding quotes, partners and admin tasks

CRM: manage leads, contacts, opportunities, calls, emails and sequences

Cysora: manage AI sales agents, modules, leads, CRM pipeline, conversations, billing and analytics

Lead generation: create intent signals, watchlists, and enrich contacts, companies and emails

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

Networking: find warm intro paths, search people and companies, and list connections and opportunities

Demos: list published demos, create contextualized demo links, read activity and transcripts

Customer feedback platform: manage tickets, help center articles, sessions, contacts and in-app engagement campaigns

GTM data layer: manage CRM tables, enrichments, sequences, mailboxes and integrations via API

Jobs and companies: search job postings and technographics, find decision makers, manage saved searches and webhooks

Contact center analytics: query metrics, manage analysis rules, feedback labels and conversation insights

Lead campaigns: read leads, set caps and filters, pause suppliers and buyers, export data

Go-to-market: qualify leads and companies, run campaigns, enrich contacts, and manage outreach channels

AI customer-support platform: read, draft and reply to conversations, send WhatsApp templates, and place outbound calls

CRM: manage company records, search them, merge duplicates and link them to other objects

CRM: manage contacts, notes, reminders, companies, groups and calendar events

Lead capture, follow-up automation, SMS and calls, conversations, and suppression for sales teams

Law firm intake: manage leads, calls, texts, cases and CRM sync for legal practices

CRM: configure sales and support workflow stages for deals and tickets, with change history

CRM: manage user records with batch create, read, update, archive and search, plus associations