Sales & customer support

Sales prospecting: search prospects and companies, reveal contacts, enrich companies and manage lists

Wealth management CRM: manage households, contacts, meetings, tasks, notes, policies and annuities

Sales engagement: manage contacts, accounts, opportunities, sequences, campaigns and meetings

CRM: manage leads, businesses, products, tags, lists, activities and conversations

Lead generation: find new leads and companies, enrich work emails and phone numbers

CRM: track companies, people, lists, notes, reminders, calls, emails and meetings

Leads, deals and products for Morada.ai's M.I.A platform: ingest leads, manage deals and send WhatsApp notifications

CRM: manage people, companies, groups, campaigns, notes and reminders via API

Sales prospecting: search people and companies, enrich and validate contacts, manage lead lists, sequences and calls

LinkedIn data: search and read profiles, companies, jobs, posts, and send connection requests and messages

Debt collection: manage debtors, track statuses, send texts, drop voicemails, pause workflows

Customer support: tickets, help center articles, engagement campaigns and team messaging

Sales and marketing: manage contacts, companies, deals, meetings, sequences, documents and quotes via API

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

LinkedIn outreach: read leads and funnel stats, queue connection requests and messages for the desktop app

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

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