Track competitors while you build your plugin.

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See client report work due

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Use ChatGPT to run your field service business in Clevra: check the schedule, follow up on overdue invoices and estimates, look up clients and jobs, run business reports, book visits and draft estimates, all from a chat. Clevra is AI field service software that runs every job from call to invoice. It's built for technical field trades like subsurface scanning,…

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Outplay is a sales engagement platform. This plugin lets you work with your Outplay workspace from ChatGPT. What you can do: - Find prospects, accounts (companies) and deals, and read their details, notes, emails and activity. - Create and update prospects, accounts, deals, notes and tasks. - See your sequences, enrol prospects in a sequence, and pause, finish or activate outreach. - Review your pending tasks and complete or skip them. - Log calls and SMS, and read call history and call recording analysis. - Read performance reports: emails, calls, tasks, sequences and team leaderboards. - Manage workspace settings such as prospect stages, call outcomes and meeting outcomes. Who it is for: sales reps, sales managers and r…

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…, loans and other debts. It records your net worth every day and keeps the full history, so you can see how it moved over months and years. Connect it to ChatGPT to ask about your money in plain words and keep your records up to date from the conversation. What you can do: - See your net worth, tota… …ncome your holdings earned. - Find any holding by name, ticker or ISIN, and list everything that is due or out of date for an update. - Record a balance, a buy or sell you already made, interest or a fee, or a whole account statement or screenshot at once. Every change can be previewed first, return… …e. - Choose how often Wealth Tracker reminds you to update an account or a holding. - Keep separate workspaces, for example for a client or a family member, and manage who can see each one. - If you connected a bank in the Wealth Tracker app: see spending and income by category, merchant and period,…

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Firmary is the practice platform for accounting firms. Connect it to ChatGPT and work with your firm's clients, documents, billing, and deadlines from a conversation, as yourself and within the access your firm allows. Ask ChatGPT which clients still owe documents for their return, what is overdue on your team's work queue, which invoices are past due, or what changed on a client since last week. Summarize a client's history before a call, review signature and proposal status, or pull an A/…