Sales & customer support

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

CRM: define custom fields and field groups for contacts, companies and deals

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

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

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

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

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

CRM: create, read, update, search and archive products attached to deals and quotes

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

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

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

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

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

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: 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 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

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