Business & Operations Codex plugins

Plugin name

Ideals

Publisher subtitle

Search, update, and prep deals

Publisher subtitle

Find buyers and close deals

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Find deals, investors, notes.

Publisher subtitle

Deals, contacts, and notes

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Query your CRM and close deals

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Track sales deals

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Search your calls and deals

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Search pipeline and deals

Publisher subtitle

Ask about your deals and pace

Publisher description

…your relationship intelligence and deal flow into ChatGPT. Ask about your contacts, companies, and deals in plain English — "who's my warmest path to a CTO at Stripe?", "show me Series B deals by stage", "what needs my attention today?". You can also update your CRM — add tags, log notes, and move…

Publisher description

…eal flow into ChatGPT for teams on our Saudi Arabia region. Ask about your contacts, companies, and deals in plain English — "who's my warmest path to a CTO at Stripe?", "show me Series B deals by stage", "what needs my attention today?". You can also update your CRM — add tags, log notes, and move…

Publisher description

…tact and update their information. - Clean up tags, build segments, and organize your lists. - Move deals forward without leaving ChatGPT. - Enroll a contact in automated marketing workflows. No new tab. No copy paste. No starting over. ChatGPT is the surface you ask from. ActiveCampaign takes actio…

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Win more deals with Actively by directly accessing your always-on per account agents that help you drive the next best action. Actively’s per-account agents are synthesizing across all of your internal context…

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…for residential real estate agents, buyer's agents, listing agents, and broker teams who negotiate deals daily and need fast, structured insight at the offer stage.

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…stomer and business data directly into ChatGPT. Use natural language to search contacts, companies, deals, tasks, and notes from your Asbie workspace. Stay on top of customer relationships, track sales opportunities, and manage daily activities without switching between multiple applications. Design…

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ASPR helps sales teams review deals and accounts, prepare for meetings, analyze transcripts and sentiment, access coaching and sales briefs, retrieve generated documents and podcasts, and explicitly trigger approved insight genera…

Publisher description

…age customer relationships through natural conversation. Search and filter contacts, companies, and deals with flexible queries. Create, update, and organize records without switching between screens. Add notes, manage tasks, and track your sales pipeline—all through simple requests. Key capabilitie…

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…meetings in your calendar. Automated Follow-Up Emails: No deal goes cold. No follow-up gets missed. Deals die in the silence between meetings. Badger AI reads your meeting notes and automatically drafts and sends personalized follow-up emails to every customer — so the right message goes to the righ…

Publisher description

…iness data, analyze audiences and content, manage storefronts and public pages, and work with brand deals through ChatGPT.

Publisher description

…y - Attribute feedback to a specific user and/or company - Link Salesforce opportunities or HubSpot deals to ideas Manage your roadmap: - Ensure feedback is organized so teams can access their feedback - Create and update views to look at focused lists of feedback - Update statuses and other custom…

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…ows. Together, ChatGPT and Chloe help teams stay on top of follow-up, prioritize outreach, and keep deals moving.

Publisher description

Connect ChatGPT to your Datasite virtual data room - the secure workspace where thousands of M&A deals are facilitated annually. Set up folder structures, invite users, search documents, track buyer Q&A, and audit data room readiness, all through natural language. No workflow interruptions. No se…

Publisher description

Endgame brings your entire go-to-market context into ChatGPT. Ask anything about your accounts, deals, stakeholders, and pipeline and get an answer grounded in your Salesforce, Gong, Slack, email, Google Drive, Confluence, Looker, Snowflake, LinkedIn, and web research — with citations back to th…

Publisher description

…d rank their players against them, review scouting reports and injury and career history, see which deals have gone quiet, and check contract expiries and agency finances. It also writes back — onboarding a player, filing a scouting report, moving a deal along, logging a club note or proposing a pla…

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…your partner program and access your Partner Data Lake with ChatGPT. Instant actions and answers on deals, commissions, onboarding, and partner performance, no dashboard required. Partners can register deals and access live data across their pipeline, enablement, certifications, payouts and more.

Publisher description

…uage you support, or compare this month's first response time to last month's. Sales teams can move deals through CRM pipelines, and product teams can search feature requests and survey responses. Connecting takes a single sign-in: authorize with your Gleap account, choose the project ChatGPT may ac…

Publisher description

…development, strategy and investment teams a curated database of drugs, clinical trials, companies, deals, news and regulatory events. In ChatGPT you can search drug pipelines by target, disease, modality or developer; find and compare clinical trials; look up licensing and M&A deals; estimate a tri…

Publisher description

…a MCP server lets you tap into your firm's knowledge and premium public to make better decisions on deals and investments and run financial workflows from research to reports, slides, and financial models.

Publisher description

…analyze patterns, create and update records, and manage your CRM operations. Read from and write to deals, contacts, companies, tickets, engagements, and other objects you have permission to access. Prepare reports, update deal stages, log calls and emails, create tasks, or review pipeline details b…

Publisher description

…or follower count. Open a deal for its history, notes, tasks, and scheduled communications. Create deals, move them between funnel stages, and log notes and tasks. Collaborations and performance. Break down a collaboration's orders, revenue, top products, and performance over time. Pull campaign re…

Publisher description

…team member has in one K3X workspace, and nothing more. In chat you can find companies, people and deals by name, email or phone and read their records, owners, custom fields and pipeline stage. You can see what happened on a company from its activity feed. You can create and update leads, contacts…

Publisher description

Connect your LevelUp account to manage your real estate CRM, follow-up tasks, pipeline deals, open houses, brand assets, training, and authorized Listing Exchange content from ChatGPT.

Publisher description

…data, without leaving the conversation. - Natural language search: ask questions like "Show me M&A deals for banking clients in Japan" and get results with entity links across matters, clients, people and experience records. - Tabular results: view paged, sortable tables from any search to quickly…

Publisher description

…nical trials, targets, and indications in ChatGPT. Map competitive pipelines, investigate licensing deals and financing rounds, compare public-company financials, and find the source documents behind research claims. Connect an existing Maven Bio account to retrieve saved reports, tables, charts, an…

Publisher description

MyOps is where real estate teams keep their listings, contracts, deals, commissions and expenses. This plugin connects ChatGPT to your own MyOps account so you can ask for what you need instead of opening reports and filtering lists. Ask who your top producers are…