Sales & customer support

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

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

CRM: create, search, update and archive shopping cart records in HubSpot

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

CRM: define association labels and limits between HubSpot object types

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

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

CRM: create, read, search, update and archive sales proposals, singly or in batches

B2B data enrichment: validate and find emails, search profiles, companies, local leads, jobs and ads

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

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

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

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

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

AI agents: manage contacts, campaigns, calls, agents, catalogues, events and WhatsApp/webchat conversations

Lead capture, follow-up automation, SMS/MMS and calls, with conversation tracking and analytics

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

Sales meetings: manage recordings, transcripts, summaries, users, groups and settings

Relationship graph: find connection paths to people and companies, plus sequences and webhooks

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

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

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

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

CRM: create, read, update, search and merge custom object records