Sales & customer support

Solar and HVAC sales: manage deals, quotes, customers, leads, incentives and financing

Customer support: manage conversations, customers, help center articles, canned responses, SLA rules and CSAT surveys

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

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

CRM: create, list, update and delete sales leads with contact and company details

CRM: check which object types are activated, with per-object status lookup

Company and people search, email and phone enrichment, outreach campaigns, and deduplication lists

CRM: define association labels and limits between CRM object types, create, update and delete them

CRM: create, read, search and batch-manage commerce payment records and their associations

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

CRM: create, search, update and archive listing records in batches or one at a time

Conversations: read and send threaded messages across inboxes, channels and channel accounts

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

Recruiting: manage candidate pipelines, sourcing, outreach campaigns, assessments and interview records

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

Quality assurance: score agent conversations, run coaching and calibrations, track work items and SLAs

Lead data: browse, score, enrich and publish leads to CRM, with lists, subscriptions and pipeline stages

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

Signals: create intent-based lead alerts, watch companies and people, and enrich contacts and firmographics

CRM: create, search, update and archive subscription records, with batch and association endpoints

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

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

Customer support platform: manage issues, accounts, contacts, knowledge bases and call recordings

Users and accounts: manage users, linked accounts, earnings, consent and webhooks across companies and widgets