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

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

CRM: manage calling extension settings, channel connections, call recordings and inbound calls

CRM: log, search, update and merge call records, with batch and GDPR deletion

Sales engagement: build sequences, enroll prospects, and manage tasks, emails and calls

CRM activity: log, search, update and link email conversations to contacts and deals

CRM: create, search and batch-manage to-do items and their links to contacts and deals

CRM: create, search, update and archive sales goals and their targets

CRM workflows: create, update and delete custom actions, their functions and revisions

CRM: read, batch-fetch and search customer feedback responses in HubSpot

CRM: create, read, search, update, merge and archive support requests, plus batch and object associations

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

CRM: log activity entries, search them, and link them to contacts, deals and companies

CRM: define custom fields and field groups for contacts, companies and deals

CRM: create, read, update, search and archive fee records, plus batch operations and associations

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

CRM: read, search, batch-update and edit HubSpot partner service records

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

CRM: create, read, update, search and archive products attached to deals and quotes

CRM: link, label, read and remove relationships between records

CRM: log and manage messages and call records, with search, batch and CRUD operations

Agents, sales modules, leads, CRM, conversations, billing and analytics for the Cysora sales-agent platform

CRM: manage appointment records, their associations, batch operations and search