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| Plugin / developer | Category | Follow |
|---|---|---|
Capsule CRMCapsule Publisher description Chat with your Capsule CRM directly in ChatGPT and Codex. Ask who you should follow up with, find contacts, review your pipeline, prep for meetings, or get quick reports on what matters most - in plain, everyday language. You can also ask to update custom fields on contacts, opportunities and projects. ChatGPT and Codex use your live Capsule data and respects your existing permissions. Available on Growth plan and above. Show in context →2 more matching sources |
ProductivityVersion 1.0.0 | View details → |
33CRMTriMed 33Secure read-only 33CRM access with reusable executive, sales, lead, booking, conversation, marketing, and growth workflows. Publisher keywords · listing crm leads customers sales bookings marketing analytics whatsapp meta Show in context →6 more matching sourcesPublisher full description 33CRM is a business CRM connection for company administrators to review leads, customers, deals, pipeline, bookings, conversation operational metadata, stored Meta advertising data, WhatsApp campaign aggregates, and bounded business performance reports in ChatGPT. The connection… Show in context →Publisher capabilities · listing Read leads and customers Review deals and pipeline Review bookings Review conversation metadata Analyze sales reports Analyze booking reports Analyze stored Meta ads Analyze marketing reports Review WhatsApp campaig… Show in context →Publisher description Secure read-only 33CRM access with reusable executive, sales, lead, booking, conversation, marketing, and growth workflows. Show in context → |
Business & OperationsVersion 1.1.1 | View details → |
BROSH CRMBROSHBROSH CRM with seven AI employee skills for sales, support, marketing, prospecting, ranked owner leads, content, and CRM administration a... Publisher capabilities · listing CRM search and customer history Lead, contact and account management Sales pipeline and opportunity tracking CRM record creation and updates Business data analysis and reporting Custom objects, fields and settings C… Show in context →5 more matching sourcesPublisher full description This plugin connects your AI assistant to BROSH CRM to view, create, and update records; configure fields, views, and menus; and send emails through supported tools. Its seven AI skills can also carry out the work of business roles, including sales… …t creation, and CRM administration. BROSH helps B2B teams save time, improve productivity, and keep customer relationships and business operations connected. Manage Customers And Grow Sales Find and manage leads, contacts, accounts, and opportunities. Review customer history, communications, activit… Show in context →Publisher description BROSH CRM with seven AI employee skills for sales, support, marketing, prospecting, ranked owner leads, content, and CRM administration and migration. Show in context → |
Business & OperationsVersion 1.3.6 | View details → |
Hanna CRMAteities IT, UABSearch, inspect, create and update records in your Hanna CRM workspace. Publisher keywords · listing crm sales customers tasks invoices Show in context →6 more matching sourcesPublisher full description Work with your Hanna CRM records directly from ChatGPT. Hanna CRM is a customer relationship management system for sales, service and finance teams; this plugin connects ChatGPT to your own Hanna CRM workspace so you can find, read, create and update CRM records in conve… Show in context →Publisher capabilities · listing Search customers, contacts and leads Create and update tasks, tickets and opportunities Look up invoices, payments and expenses Show in context →Publisher description Search, inspect, create and update records in your Hanna CRM workspace. Show in context → |
Business & OperationsVersion 1.0.3 | View details → |
Pipeline Pal: CRMplugins.works Publisher description Pipeline Pal: a CRM for tracking sales leads, contacts and deals in ChatGPT. Manage leads, customers and deals on a pipeline board, log activities, and get a daily brief of what to focus on. Show in context →5 more matching sourcesPublisher full description Pipeline Pal is a CRM for tracking sales leads, contacts and deals in ChatGPT. It's made for freelancers, founders and small sales teams who'd rather talk to their pipeline than fill in forms. Just ask in plain languag… …"move the Acme deal to Proposal" or "what should I focus on today?" Pipeline Pal keeps your leads, customers, deals, calls, emails and notes in one place, with a visual board you can drag deals across. Every day it tells you which deals need attention, and it flags the ones that have gone quiet or… Show in context →Publisher capabilities · listing Manage leads and customers Track deals on a pipeline board Log calls, emails and notes Daily brief and follow-ups Show in context → |
Business & OperationsVersion 2.2.0 | View details → |
Perfex CRMThemesic InteractiveSearch, read, create and update customers, leads, invoices, projects, tasks, tickets and more in your own self-hosted Perfex CRM. Publisher keywords · listing perfex perfex-crm crm customers leads invoices projects tasks tickets Show in context →6 more matching sourcesPublisher description Search, read, create and update customers, leads, invoices, projects, tasks, tickets and more in your own self-hosted Perfex CRM. Show in context →Publisher full description Perfex CRM connects ChatGPT to your own self-hosted Perfex CRM, so you can look up and update your business records in conversation. What you can do: - Search and read customers, contacts, leads, invoices, estimates, proposals, credit notes, payments, projects, tasks, milestones, tickets, contracts, expenses, items and staff. - Read an invoice or estimate with its l… Show in context →Publisher capabilities · listing Search CRM records Read CRM records Create and update CRM records Show in context → |
Business & OperationsVersion 1.0.0 | View details → |
Rocketship: Get CustomersJ Group, LLCRocketship is the customer acquisition engine. It gets you customers. Use it to find leads, reach them from your own Gmail and get custom... Publisher keywords · listing get customers find leads lead generation cold email prospecting find clients find buyers customer acquisition sales outreach CRM pipeline sales email outreach Show in context →3 more matching sourcesPublisher description Rocketship is the customer acquisition engine. It gets you customers. Use it to find leads, reach them from your own Gmail and get customers, then keep every reply, meeting and deal in one place. Rocketship follows up,… Show in context → |
Business & OperationsVersion 1.0.7 | View details → |
RickyRickyaiWork with your Ricky inbox and CRM: contacts, conversations, reports and business knowledge. Publisher subtitle Your customer inbox and CRM Show in context →4 more matching sourcesPublisher full description Ricky is the shared inbox and CRM where businesses answer customers on WhatsApp, Instagram and Messenger. Find contacts and their notes, read conversations, tag and update contacts, and see conversation and response-time reports for the Ricky organization yo… Show in context →Publisher description Work with your Ricky inbox and CRM: contacts, conversations, reports and business knowledge. Show in context →Publisher translations · package Tu inbox y CRM de clientes Ricky es el inbox compartido y CRM donde las empresas atienden a sus clientes por WhatsApp, Instagram y Messenger. Busca contactos y sus notas, lee conversaciones, etiqueta y actualiza… Show in context → |
Business & OperationsVersion 1.0.2 | View details → |
WorxleyAcadyn Labs LLPWorxley MCP gives AI assistants secure access to CRM data: leads, deals, customers, tickets, follow-ups, campaigns and reports through na... Publisher subtitle AI CRM for Customer Operations Show in context →3 more matching sourcesPublisher keywords · listing crm sales marketing leads deals customers tasks tickets campaigns reports worxley Show in context →Publisher description Worxley MCP gives AI assistants secure access to CRM data: leads, deals, customers, tickets, follow-ups, campaigns and reports through natural language. Show in context →Publisher full description Worxley gives AI assistants secure access to CRM data. Search and manage leads, deals, customers, tickets, follow-ups, campaigns and reports using natural language. Show in context → |
Business & OperationsVersion 1.0.10 | View details → |
Anvil CRMAnvilCRM Publisher full description Anvil is a lightweight CRM built for small businesses and growing sales teams. It gives your team one place to keep every customer account current, see what is happening with each one today, and plan the next move. Companies, people, deals and leads live together in Anvil, with activities, notes and comments attached to… Show in context →6 more matching sourcesPublisher description Search, read and update the companies, people, deals, leads and activities in your Anvil CRM workspace. Show in context → |
Business & OperationsVersion 1.0.1 | View details → |
Chatway Customer SupportChatway Publisher full description Connect ChatGPT to Chatway, an omnichannel customer support platform that brings website live chat, WhatsApp, Instagram, Facebook Messenger, and email into one shared inbox. Use AI to manage customer support directly from ChatGPT. Review and t… …plugin does not manage billing or subscriptions, send SMS messages, or perform actions in external CRM systems. Show in context →4 more matching sourcesPublisher capabilities · listing Manage customer conversations Triage unresolved support requests Search contacts and conversation history Summarize customer issues and context Search the knowledge base Draft and send customer replies Add p… Show in context →Publisher description Connect ChatGPT to Chatway's omnichannel customer support workspace for website live chat, WhatsApp, Instagram, Facebook Messenger, and email. Support teams can manage conversations through ChatGPT while staying connected through Chatway on… Show in context → |
Business & OperationsVersion 0.1.15 | View details → |
CRM ConnectorCRM Connector Publisher full description The integration hub for your CRM, field service and accounting apps. One plugin, two separate parts: AI agents that work with the records of one of your systems right in the chat, and integrations that keep two of your systems in… …stem? Request it, right in the chat. Part 1. AI Agents inside one system Ask ChatGPT about your own customers, deals, invoices and quotes, and let it do the work in that system for you. Ask what an agent can do in your system without an account, plan it in the chat, and finish it in CRM Connector, w… Show in context →4 more matching sourcesPublisher keywords · listing crm accounting field service sync integration integrations crm integration crm integrations accounting integration accounting integrations field service integration field service integrations app inte… Show in context →Publisher description The integration hub for your CRM, field service and accounting apps, in two parts: AI agents that read, change and automate the records of one of your systems right in the chat, and integrations that keep two of your systems in s… Show in context → |
Business & OperationsVersion 1.3.0 | View details → |
Customer Info ValidatorBEIKE YAN Publisher description Check whether customer or sales lead records contain all required information. The app identifies present and missing fields, supports custom field requirements, and treats valid values such as 0 and false correctly. It is read-only and does not score customers, predict sales outcomes, update CRM records, or perform external actions. Show in context →2 more matching sources |
ProductivityVersion 1.0.0 | View details → |
KnowWho CRMKhiliad Limited Publisher full description KnowWho is a CRM (customer relationship management tool) for keeping track of the people and companies you work with. It stores contacts, companies, meetings, calls, notes, introductions, follow-up tasks, and sales or… Show in context →5 more matching sourcesPublisher keywords · listing crm relationships contacts network sales founders investors Show in context →Publisher description KnowWho is a CRM for managing professional relationships. It records the people and companies you deal with, your meetings and conversations, introductions, follow-up tasks, and sales or partnership opportunities,… Show in context → |
Business & OperationsVersion 1.0.2 | View details → |
RD Station CRMRD Station Publisher description RD Station CRM is the sales management platform used by thousands of sales teams. This plugin connects ChatGPT to your RD account, allowing you to query and update your operations without leaving the conversatio… …ntacts, companies, tasks, products, funnels and stages, campaigns, sources, segments, loss reasons, custom fields, users, and teams. The plugin accesses only the account data you authorize and does not perform deletions—no CRM records can be erased through it. Show in context →1 more matching sources |
Business & OperationsVersion 1.0.0 | View details → |
Recruit CRMRecruit CRM Publisher description Work with your Recruit CRM data directly from ChatGPT. Search, analyze, create, and update candidates, jobs, companies, contacts, tasks, meetings, notes, call logs, hotlists, hiring stages, pitch activity, and custom fields. Prepare client briefs, analyze job pipelines, assign candidates to jobs, update hiring stages, log recruiting activity, create follow-up tasks, and review account details before meeting… Show in context →2 more matching sources |
Business & OperationsVersion 2.0.0 | View details → |
Senitix CRMSenitix Publisher full description Connect ChatGPT to your Senitix CRM account. Ask about your open deals and their amounts, find a contact or company, see your upcoming tasks, check your sales forecast or run a saved report. Answers come from your live CRM data. Cha… …ays ask for your confirmation first. Nothing can be deleted through ChatGPT. Intended for sales and customer teams using Senitix CRM. Requires a Senitix account with access to the organization you connect. Show in context →7 more matching sourcesPublisher capabilities · listing Search CRM records Read deals, contacts, companies and leads Review your tasks and approvals Read forecasts and run saved reports Create and update records (admin-enabled) Show in context →Publisher description Look up and update your Senitix CRM records from chat: deals, contacts, companies, tasks, forecasts and reports. Show in context →Publisher translations · package CRM kayıtlarınız ChatGPT'de ChatGPT'yi Senitix CRM hesabınıza bağlayın. Açık fırsatlarınızı ve tutarlarını sorun, bir kişiyi ya da firmayı bulun, yaklaşan görevlerinizi görün, satış tahmininizi incele… Show in context → |
ProductivityVersion 1.0.0 | View details → |
Solve CRMNorada Corporation Publisher description Run your customer and sales work in Solve CRM from Codex: find, read, create and update contacts, companies, projects and support tickets, manage tasks, notes, follow-ups and deals, and report on your calendar, open deals and tracked time. In… Show in context →4 more matching sourcesPublisher keywords · listing solve solve crm crm solve360 contacts companies deals tasks Show in context →Publisher full description Work with your Solve CRM from Codex using plain language. Find and read contacts, companies, projects and support tickets, create and update them, and manage the activities attached to them - tasks, notes, follow-ups, cal… Show in context → |
Business & OperationsVersion 1.0.13 | View details → |
Translead CRMTranslead Inc. Publisher description Work with Translead CRM from ChatGPT. Search accounts, contacts, deals, activities, and file records to prepare for customer meetings and follow up on sales work. Review related activities and comments on deals, activities, and daily or weekly reports. Create and update CRM records, attach files when your client su… Show in context →2 more matching sources |
Business & OperationsVersion 1.0.0 | View details → |
Zoho CRMZoho Publisher description Zoho CRM is an AI-powered sales software that helps businesses of all sizes manage their sales better. With SFA features, advanced automation, easy-to-use UI, advanced analytics, and deep customization capabilities, Zoho CRM truly understands your business. With Codex, you can extend the functionalities of Zoho CRM by simply prompting. Your business, your Zoho CRM—powered by Codex. Show in context →1 more matching sources |
Business & OperationsVersion 2.0.0 | View details → |
InvoicifyAIINVOICIFYAIUse InvoicifyAI in ChatGPT to review AI Receptionist calls, prepare invoices and customer follow-ups, check receivables, and request AI c... Publisher keywords · listing invoicifyai crm invoicing service-business ai-receptionist customer-follow-up vendor-calls supplier-calls Show in context →4 more matching sourcesPublisher full description InvoicifyAI helps service businesses manage customer calls, invoices, and follow-ups. Find customers and leads, prepare invoice and estimate drafts, check unpaid invoices and expenses, and review upcoming appointments and service requests. Turn… …view saved call summaries and transcripts from your AI Receptionist and outbound calls, then create CRM follow-up tasks to keep work moving. Need to confirm a delivery, check a supplier’s availability, or coordinate a service? Use Call for Me to call vendors and suppliers on your behalf. You review… Show in context →Publisher capabilities · listing Find customers and business records Prepare invoice and estimate drafts Create manual customer follow-ups Read service appointments Check receivables and expenses Review saved AI Receptionist calls and tra… Show in context →Publisher description Use InvoicifyAI in ChatGPT to review AI Receptionist calls, prepare invoices and customer follow-ups, check receivables, and request AI calls to vendors or suppliers. Show in context → |
Business & OperationsVersion 1.1.2 | View details → |
Mesh APPMesh WebWork with your Mesh APP customers, leads, offers, projects, tasks and finance figures from ChatGPT. Publisher subtitle CRM, offers & projects Show in context →5 more matching sourcesPublisher capabilities · listing Find customers, leads, deals and projects Draft offers, invoices and delivery notes Create leads, contacts, deals, tasks and notes Read open items and revenue Show in context →Publisher description Work with your Mesh APP customers, leads, offers, projects, tasks and finance figures from ChatGPT. Show in context →Publisher full description …many and Switzerland. Connect your Mesh APP account and work with your own company data in ChatGPT. Customers and leads: find a customer and see at a glance what is open, offered and running. Create contacts, leads and deals, and move a lead or deal along your own pipeline. Offers and documents: dra… Show in context →Publisher translations · package CRM, Angebote & Projekte Mesh APP ist das Betriebssystem für Handwerk, Bau und Dienstleister in Österreich, Deutschland und der Schweiz. Verbinde dein Mesh-APP-Konto und arbeite in ChatGPT mit den Dat… Show in context → |
ProductivityVersion 1.0.1 | View details → |
NutshellNutshellNutshell helps teams find CRM records, review customer context and work, create new CRM records, and make confirmed updates to leads, peo... Publisher capabilities · listing Search CRM records Review customer context Review tasks and activities Create CRM records Update CRM records Close leads after confirmation Show in context →2 more matching sourcesPublisher description Nutshell helps teams find CRM records, review customer context and work, create new CRM records, and make confirmed updates to leads, people, companies, activities, notes, and tasks. Show in context → |
Business & OperationsVersion 3.0.0 | View details → |
RelaticleRelaticle Publisher description Relaticle is an open-source CRM. This plugin connects ChatGPT to your Relaticle workspace, so you can work with real customer data in the conversation instead of switching tabs. Ask for a company and get its people, open opportunities, and recent activity. Summarize your pipeline by stage. Find the tasks that are ov… Show in context →3 more matching sourcesPublisher capabilities · listing …portunities, tasks and notes Summarize a company or a pipeline Create and update records, including custom fields Create tasks and notes linked to records Show in context →Publisher keywords · listing crm sales pipeline companies people opportunities tasks notes open source Show in context → |
Business & OperationsVersion 1.0.3 | View details → |
ReplaiJunkies Coder Publisher full description Replai is a WhatsApp Business CRM. This plugin connects ChatGPT to your Replai workspace so you can work with your customers in plain language. What you can do: - Find contacts and read their notes, tags and latest conversation. - See which inbox conversations are open or unread, read the messages and check whethe… Show in context →3 more matching sourcesPublisher capabilities · listing Search contacts and read their notes, tags and custom fields Read inbox conversations and messages, and check the 24-hour reply window Create and update contacts, tags, notes and custom fields Change conversation status and assign conversations to… Show in context →Publisher description Manage your Replai WhatsApp CRM from ChatGPT: look up contacts, conversations and deals, update records, and send WhatsApp messages and broadcasts with your own Replai permissions. Show in context → |
Business & OperationsVersion 1.0.0 | View details → |
ServiceAgentSaaS LabsFind customer records, manage follow-ups, review calls, and check availability in your ServiceAgent workspace. Publisher keywords · listing crm customers tasks appointments communications Show in context →4 more matching sourcesPublisher capabilities · listing Find customers Manage follow-up tasks Review call history Check appointment availability Show in context →Publisher description Find customer records, manage follow-ups, review calls, and check availability in your ServiceAgent workspace. Show in context →Publisher full description Connect your ServiceAgent workspace to find customer records, organize follow-up tasks, review call history, and check appointment availability. Tools operate within the connected workspace and authorized permissions. This release requires an e… Show in context → |
ProductivityVersion 0.1.2 | View details → |
EngagenceEngagence Technologies LimitedWork on your Engagence account from the chat: contacts, conversations, appointments, WhatsApp templates, campaigns, automations and your ... Publisher keywords · listing customer engagement whatsapp appointments crm automation Show in context →2 more matching sourcesPublisher full description Manage your Engagence business account from the chat. Engagence is a customer-engagement platform for service businesses: it answers customers on WhatsApp, Instagram, voice and web chat, books appointments and runs follow-ups and campaigns. With it you can look up cont… Show in context → |
Business & OperationsVersion 1.0.0 | View details → |
GremioxJESUS SEGADO FERNANDEZManage your Gremiox companies, customers, product catalogs, orders, and documents with the permissions of your connected account. Publisher keywords · listing crm sales customers catalogs orders Show in context →4 more matching sourcesPublisher capabilities · listing Find companies and customers Browse product catalogs Read and manage orders Work with business documents Show in context →Publisher description Manage your Gremiox companies, customers, product catalogs, orders, and documents with the permissions of your connected account. Show in context →Publisher full description Connect your Gremiox account to find companies, customers, products, orders, and documents. Sales representatives can use their existing catalogs and ask for supported record changes or document actions. Access depends on the connected account, its… Show in context → |
ProductivityVersion 0.1.1 | View details → |
HueChatHueChatConnect HueChat to read and manage contacts, conversations, templates, customer replies and enabled business workflows with workspace-app... Publisher keywords · listing customer support CRM WhatsApp contacts analytics MCP Show in context →4 more matching sourcesPublisher capabilities · listing …Add private notes and update assignments Manage templates and business records Prepare and confirm customer messages Show in context →Publisher description Connect HueChat to read and manage contacts, conversations, templates, customer replies and enabled business workflows with workspace-approved permissions. Show in context →Publisher full description …rsations, add private notes, assign teammates and update conversation status. Manage labels, lists, custom fields, WhatsApp template drafts, tickets, deals and appointments where enabled. Separate sending permissions support customer replies, approved templates and confirmed broadcast scheduling. Si… Show in context → |
CommunicationVersion 0.1.0 | View details → |
SocialLabSocialLabRun WhatsApp customer service from ChatGPT: read conversations and contacts, reply, send approved templates, tag and assign customers, an... Publisher keywords · listing whatsapp customer service crm campaigns saudi arabia Show in context →3 more matching sourcesPublisher full description SocialLab is a customer-communication platform for businesses in Saudi Arabia: WhatsApp, Instagram, Messenger, TikTok and more, with CRM, campaigns and an AI assistant. This plugin lets ChatGPT work in your SocialLab account on your behalf. Ask ChatGPT to find a customer's conversation, summarise what they asked, and reply; to send… Show in context →Publisher description Run WhatsApp customer service from ChatGPT: read conversations and contacts, reply, send approved templates, tag and assign customers, and run campaigns in your SocialLab account. Show in context → |
CommunicationVersion 1.0.2 | View details → |
NotionNotionTurn workspace knowledge into plans, meeting preparation and reusable notes. Publisher capabilities · listing …ext steps Draft PRDs and turn specs into tasks Write project updates and keep plans current Analyze customer feedback and requests Build team wikis and handbooks Plan marketing campaigns and content calendars Leave comments and suggest edits Delegate work to Notion Custom Agents Build a CRM for contacts, accounts, and deals Track sales pipelines and follow-ups Prepare sales calls and account briefs Show in context → |
ProductivityVersion 3.0.5 | View details → |
AideAide Superintelligence Corporation Publisher full description Aide is an AI customer service platform. Its AI agent answers your customers in a chat widget on your website and by email, or inside Zendesk, Front and Gorgias, from your knowledge base and Shopify orders, and han… …annel or helpdesk ticket id, and read their messages, Aide's reply draft, the customer's orders and CRM details. - Add internal notes, fill in a macro, change a conversation's status, priority, assignee or team, and reply to the customer on the conversation's channel. Knowledge and orders: - Search… Show in context →4 more matching sourcesPublisher capabilities · listing …ok up Shopify orders and return eligibility Find and read conversations Add internal notes Reply to customers Update conversation status, priority and assignee Refund and cancel orders within approval limits Approve or reject order changes Read support analytics Show in context →Publisher keywords · listing helpdesk customer service customer support ai agent shopify gmail zendesk front gorgias Show in context →Publisher description …gent from ChatGPT (teach it your website, test it, connect a channel and deploy it), then work your customer service queue: search knowledge, look up Shopify orders, and read, reply to and update conversations. Show in context → |
Business & OperationsVersion 1.1.0 | View details → |
AttachéAttache Holdings LLC Publisher full description Attaché is the CRM and back office for a small business - its customers, deals, quotes, invoices, files, and the comments its audience leaves. Ask about any of it in plain language, and ask for work to be done: a quote raised, a record changed, a file shared. An… Show in context →3 more matching sourcesPublisher capabilities · listing Look up customers, contacts and accounts See deals, where each one stands and what is closest to closing Read quotes, invoices and what is overdue Roll up a forecast for the quarter Find and share files held… Show in context →Publisher description Your Attaché workspace: customers, deals, quotes, invoices, files and the day's work. Show in context → |
ProductivityVersion 1.0.0 | View details → |
AttioAttio Ltd Publisher description Attio connects ChatGPT directly to your CRM workspace, letting you manage 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… Show in context →2 more matching sourcesPublisher full description Attio connects Codex directly to your CRM workspace, letting you manage 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… Show in context → |
Business & OperationsVersion 1.0.0 | View details → |
BravaBravaBrava connects a business's loyalty-program data to ChatGPT. It can explain visits and recorded revenue, compare locations and busy perio... Publisher subtitle CRM, Analytics & Marketing Show in context →1 more matching sourcesPublisher description …o ChatGPT. It can explain visits and recorded revenue, compare locations and busy periods, identify customer cohorts without exposing phone numbers or email addresses, review past announcement performance, and create prefilled announcement drafts that a person must review and send in Brava. If a use… Show in context → |
Business & OperationsVersion 1.0.0 | View details → |
CoeveraPipelinersales Corporation Publisher description Connect ChatGPT to your Coevera (formerly Pipeliner CRM) and work with your sales data conversationally. Search accounts, contacts, leads, opportunities, tasks, and appointments using natural-language queries, then create follow-up tasks or update deal stages directly from chat. The server supports standard fields, custom fields, and custom entities, with filters for precise queries. Useful for sales reps preparing for calls, managers reviewing pipeline health, and ops teams running ad-hoc reports without export… Show in context →1 more matching sources |
Business & OperationsVersion 2.0.0 | View details → |