Business & Operations Codex plugins

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…nd and inspect CRM records, research evidence-backed company prospects, manage contacts, companies, deals, and tasks, prepare reviewable automations, and build governed Meta campaign drafts from their permitted workspace and brand data.

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…h, create new contacts, schedule follow-ups, rearrange overdue tasks, log notes after calls, update deals, and build simple dashboards. Let AI handle the admin while you build relationships, close deals, and focus on growing your business with OnePageCRM.

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Outfield helps field teams research authorized CRM data, including contacts, forms, activity, deals, inventory, schedules, tasks, goals, performance, and League Play standings, so they can summarize work and plan follow-up.

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…t's really going on with an account, get AI risk and forecast assessments backed by evidence, catch deals that have gone quiet, and know precisely where your team is going to land. No more digging through Salesforce or HubSpot, no more guessing.

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Connect ChatGPT to your Queli CRM account to find companies, people, deals, contracts, tickets, and projects you are authorized to access. Browse available fields and run bounded searches from ChatGPT. Queli enforces workspace membership and role permissions. This vers…

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…ChatGPT can search, analyze, and summarize conversations to surface insights like Why are we losing deals? What do customers love about our service? What complaints show up most often?

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…ns without leaving the conversation. With it, you can analyze the sales funnel and identify stalled deals, generate monthly closing forecasts, prepare a comprehensive account briefing before a meeting, understand the quarter's top reasons for lost deals, and monitor the team's task workload. You can…

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…tore connects your HubSpot data to ChatGPT. It continuously replicates your portal (custom objects, deals, contacts, companies, line items, engagements, email events) into a real relational Microsoft SQL Server database whose schema matches your portal, then lets ChatGPT query it in plain English an…

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…ws. Understand customer context, prepare for meetings, follow up after calls, manage pipeline, plan deals, build business cases and customer decision decks, review forecasts, find customer evidence, coach reps, and work from CRM context.

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Streak is a CRM built directly into Gmail, so you can track deals, contacts, and workflows from your inbox. Emails are logged automatically, pipelines update as conversations move forward, and notes and tasks stay attached to the work they belong to—without co…

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…pricing against $18B+ in verified technology spend, access negotiation playbooks from 100,000+ real deals, and get supplier intelligence on competitors and contract terms. Upload a proposal, ask if you're getting a good price, and go into your next negotiation with real leverage. Your existing Tropi…

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…nect ChatGPT to Zoom Revenue Accelerator to look up sales conversations, transcripts, AI summaries, deals, teams, and coaching scorecards. Ask natural-language questions about customer meetings and pipeline activity, then get grounded answers from the records you already have access to.