Sales & customer support

Sales agents: manage modules, leads, CRM pipeline, billing and analytics via API

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

Legal intake: manage leads, calls, cases, appointments and CRM integrations for law firms

Real estate CRM: manage contacts, leads, deals, properties, contracts, leases and financial transactions

Chatbots, FAQs, contacts and deals: train AI chatbots and manage leads, pipelines and inbox threads

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

CRM contracts: create, renew, amend, preview and terminate customer contracts with change tracking

Invoicing: manage customer and vendor records, addresses, portal access, statements and payment reminders

CRM: manage contacts, leads, opportunities, quotes, tickets, tasks and projects

CRM: read leads, people, companies, opportunities, tasks and activities, read-only

Ticket distribution: generate, distribute and transfer tickets, and create and send PDF tickets

CRM for nonprofits and campaigns: manage people, donations, events, lists and automations

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

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

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

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

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

LinkedIn outreach: read leads, funnel stats and activity, and queue actions for the desktop app

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

Events: send single or batched custom event occurrences to HubSpot

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

Real estate: manage leads, property units, compounds and reservations via API

Customer support: manage conversations, contacts, agents, teams, help-center portals and automation rules

Win-loss analysis: export deal data, book buyer interviews and pull competitor insights