Sales & customer support

CRM: create, search, update and archive postal mail records and their associations

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

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

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

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

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

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

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

CRM: create, search, batch update and link agreements to deals and contacts

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

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

CRM, billing and support: manage people, subscriptions, invoices, email campaigns and support cases

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

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

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

B2B lead generation: search and enrich contacts, find decision-makers, validate emails, monitor LinkedIn profiles

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

Lists: create and manage CRM record lists, folders, memberships and ID mappings

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

CRM: manage discount records, search, batch updates, merges and associations with deals

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

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

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

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