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| Plugin / developer | Category | Follow |
|---|---|---|
Translead CRMTranslead Inc.Work with Translead CRM from ChatGPT. Search accounts, contacts, deals, activities, and file records to prepare for customer meetings and... Publisher subtitle Find and update CRM records Show in context →2 more matching sourcesPublisher 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 supports uploads, and export matching accounts, contacts, deals, or activities as CSV. Read saved aggregation and goal reports. With the required CRM… Show in context → |
Business & OperationsVersion 1.0.0 | View details → |
Hanna CRMAteities IT, UAB Publisher description Search, inspect, create and update records in your Hanna CRM workspace. 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 conversation. Search and inspect customers, contacts, leads, opportunities, tasks, projects, tickets (with replies, notes and history), contracts, documents, objects, products, s… 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 → |
Business & OperationsVersion 1.0.3 | View details → |
Senitix CRMSenitixLook up and update your Senitix CRM records from chat: deals, contacts, companies, tasks, forecasts and reports. Publisher 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 →7 more matching sourcesPublisher description Look up and update your Senitix CRM records from chat: deals, contacts, companies, tasks, forecasts and reports. Show in context →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. ChatGPT acts as you: it only sees the records your Senitix permissions allow, and your organization's admin decides which tools are enabled. Changes (creating or updating records, moving a deal to another stage, completing a task, decidin… 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 → |
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. Companie… …ue follow-ups and deals that need attention. When your workspace allows it, you can also create and update records, log tasks, calls and meetings, comment on records, and move deals and leads through your pipeline stages. Anvil in ChatGPT is for teams that use Anvil. You sign in with your Anvil account, ch… Show in context →7 more matching sourcesPublisher capabilities · listing …marize the sales pipeline by stage Find overdue follow-ups and deals that need attention Create and update records Log tasks, calls and meetings Move deals and leads through pipeline stages Comment on records Show in context →Publisher 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 → |
BULLS CRMBullariaConnect ChatGPT to BULLS CRM, the CRM for outbound phone prospecting teams: team activity reports, pipeline counts, lead search and recor... Publisher capabilities · listing Team activity reports Pipeline counts by status, project or agent Lead search and full lead records Notes, follow-up tasks and status updates Lead handover between agents Smart Views Show in context →7 more matching sourcesPublisher description Connect ChatGPT to BULLS CRM, the CRM for outbound phone prospecting teams: team activity reports, pipeline counts, lead search and records, notes, tasks and Smart Views. Show in context →Publisher full description BULLS CRM is a CRM built for outbound phone prospecting teams (SDR/BDR), made in France by Bullaria. With this plugin, a team owner can ask ChatGPT to: - report on the team's activity over a period (calls,… …d opportunities; - list missions, appointments and sales, overdue tasks and saved Smart Views. Lead records, the pipeline and team activity are shown as interactive BULLS CRM cards in the conversation, with a link to open the record in the CRM. If the owner granted write access when connecting, Chat… Show in context →Publisher translations · package Le CRM de la prospection BULLS CRM est le CRM des équipes de prospection téléphonique (SDR/BDR), conçu en France par Bullaria. Avec ce plugin, un dirigeant peut demander à ChatGPT le bilan d'activité de… Show in context → |
ProductivityVersion 1.0.0 | View details → |
CRM ConnectorCRM ConnectorThe integration hub for your CRM, field service and accounting apps, in two parts: AI agents that read, change and automate the records o... Publisher 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… …tomation crm automation service business crm ai agent ai crm ai assistant chatgpt crm crm assistant update crm records sales pipeline mcp mcp server crm mcp ai agent for crm crm ai gohighlevel ai agent hubspot ai agent quickbooks ai agent bookkeeping invoicing quotes estimates deals leads contacts pipeline tas… Show in context →6 more matching sourcesPublisher keywords · package crm accounting field service sync integration integrations crm integration crm integrations accounting integration accounting integrations field service integration field service integrations app inte… …tomation crm automation service business crm ai agent ai crm ai assistant chatgpt crm crm assistant update crm records sales pipeline mcp mcp server crm mcp ai agent for crm crm ai gohighlevel ai agent hubspot ai agent quickbooks ai agent bookkeeping invoicing quotes estimates deals leads contacts pipeline tas… Show in context →Publisher capabilities · listing AI Agents: ask about and update one system's records, with undo AI Agents: automations you approve once, then run by the platform AI Agents: see what an agent can do in your system, then plan it Integrations: see what two systems can sync, and p… 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 sync. Show in context →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 sync. It connects the CRM, field service, accounting and online store systems businesses run on. Don… Show in context → |
Business & OperationsVersion 1.4.9 | View details → |
Nexo CRMCodePeak AgencyManage customer records and sales operations in an authenticated Nexo CRM workspace from ChatGPT and Codex. Publisher capabilities · listing Search CRM records Manage contacts and deals Update sales pipelines Log notes and activities View workspace analytics Search workspace knowledge Read workspace documents Show in context →5 more matching sourcesPublisher full description Nexo CRM is a business operations tool for sales teams to manage customer records and sales pipelines from ChatGPT and Codex. Use it to find and update contacts, companies, and deals; configure CRM tables; move deals through pipeline stages; add notes; log sales activities; and review pipeline analytics. It can also search connected workspace… Show in context →Publisher description Manage customer records and sales operations in an authenticated Nexo CRM workspace from ChatGPT and Codex. Show in context → |
Business & OperationsVersion 1.0.7 | 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 capabilities · listing Search CRM records Read CRM records Create and update CRM records Show in context →6 more matching sourcesPublisher 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, expense… Show in context →Publisher 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 keywords · listing perfex perfex-crm crm customers leads invoices projects tasks tickets Show in context → |
Business & OperationsVersion 1.0.0 | View details → |
RelaticleRelaticleRelaticle is an open-source CRM. This plugin connects ChatGPT to your Relaticle workspace, so you can work with real customer data in the... Publisher subtitle Find and update CRM records Show in context →3 more matching sourcesPublisher capabilities · listing …arch companies, people, opportunities, 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 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 opportu… …ize your pipeline by stage. Find the tasks that are overdue. Create a note and link it to the right records. Move an opportunity to a new stage or change its amount. Every result links back to the record in Relaticle, so you can always check the source. The connector covers companies, people, opport… Show in context →Publisher keywords · listing crm sales pipeline companies people opportunities tasks notes open source Show in context → |
Business & OperationsVersion 1.0.4 | View details → |
Site.nu CRMSite.nuManage customer records, sales deals, support tickets, and marketing campaigns in your Site.nu CRM workspace, with the permissions you ch... Publisher capabilities · listing Search and update CRM records Manage Lists and Tickets Compare website and Campaign results Build and run dashboards Prepare and send Marketing Emails Publish Forms and run Workflows Show in context →5 more matching sourcesPublisher full description Site.nu CRM helps your business manage customer relationships, sales, customer service, and marketing in one workspace. Find and update customer records and deals, manage support tickets and lists, compare campaign and website results, and build dashboards. Prepare marketing emails, manage sequences and knowledge sources, publish forms, and ru… Show in context →Publisher description Manage customer records, sales deals, support tickets, and marketing campaigns in your Site.nu CRM workspace, with the permissions you choose. Show in context →Publisher keywords · listing CRM analytics dashboards marketing email workflow tickets Show in context → |
Business & OperationsVersion 1.1.4 | View details → |
Fluid CRMFenixtal Publisher full description Fluid CRM is a simple sales CRM for small B2B teams. This plugin connects ChatGPT to your own Fluid CRM workspace, so you can keep your pipeline up to date without opening the app. What you can do: - See your open deals, their stage and their value - Get a summary of your pipeline - Add and update deals, contacts and companies - Set reminders so you know what happens next on each deal - Log notes, calls, emails and meetings on a deal or a contact Who it is for: founders, freelancers and… …when you connect. The plugin only reaches the workspaces your account can access. It cannot delete records, and it does not send emails or messages to your contacts. Show in context →6 more matching sourcesPublisher description Read and update your Fluid CRM pipeline, deals, contacts, companies, reminders and activities from a conversation. Show in context →Publisher capabilities · listing Read deals, contacts and companies Create and update deals, contacts and companies Create and update reminders Log activities Summarize the pipeline Show in context → |
Business & OperationsVersion 1.0.4 | View details → |
Solve CRMNorada Corporation 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, calls and deals. Ask across your data too: this week's calendar, open deals, overdue follow-ups, billable time. A bundled skill supplies Solve CRM's query rules and its conventions for changing records. Show in context →4 more matching sourcesPublisher 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. Includes a skill with Solve CRM's query r… Show in context →Publisher keywords · listing solve solve crm crm solve360 contacts companies deals tasks Show in context → |
Business & OperationsVersion 1.0.13 | View details → |
BROSH CRMBROSH Publisher 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 development, support, marketing… Show in context →5 more matching sourcesPublisher 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 CRM view and menu settings Projects, tasks and milestones Meetings, reminders and follow-ups Quotes, invoices and line… 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 → |
HighLevelHighLevelWork with live HighLevel business data and perform authorized actions across contacts, conversations, opportunities, appointments, workfl... Publisher capabilities · listing Read CRM data Create, update, and delete records Send messages Manage appointments Manage workflows and other authorized HighLevel operations Show in context →3 more matching sourcesPublisher full description …dex. Find and summarize contacts, opportunities, conversations, tasks, and appointments. Create and update records, send messages, enroll contacts in workflows, manage content, and use other available HighLevel operations, including supported commerce and account-management actions. Connect through OAuth u… Show in context → |
Business & OperationsVersion 1.1.0 | 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 → |
SalesRagaSalesRagaBring your SalesRaga CRM into ChatGPT — search and update deals, contacts, companies, tasks, line items and notes, as you. Publisher capabilities · listing Search and list CRM records Create and update records Move deals through the pipeline Read record history and notes Run analytics across records Show in context →4 more matching sourcesPublisher full description Bring your SalesRaga CRM into ChatGPT. Search and update contacts, companies, deals, tasks, and line items — and read a record's full history — without leaving the chat. Create contacts and deals, log notes, move deals through your pipeline, and run quick analytics across your records in seconds. Useful for pre-call prep, pipeline reviews, daily follow-ups, and full account visibility. Every action runs as you, scoped to your own SalesRaga permissions — the connector only s… Show in context →Publisher description Bring your SalesRaga CRM into ChatGPT — search and update deals, contacts, companies, tasks, line items and notes, as you. Show in context → |
ProductivityVersion 1.0.0 | View details → |
StandardsAnd You Create Publisher description Your company's collective intelligence in ChatGPT. CRM, drive, email and meetings in one system of record: search, count, create and update records and file documents, with the rights of your role. Show in context →4 more matching sourcesPublisher full description Standards is your company's collective intelligence: CRM, drive, email and meetings in one system of record, on a data model your team declares. Connect it and the assistant searches your records with exact filters, counts and totals them by status, owner or month, creates and updates records, reads the documents attached to them and files new ones in the right drive. It follows your workspace's schema and memory, so it uses your field names and your team's conventions. Eve… Show in context →Publisher capabilities · listing Search records Count and total records Create and update records Read documents and files File documents in record drives Use workspace memory Show in context →Publisher translations · package CRM, drive, emails et meetings L'intelligence collective de votre entreprise dans ChatGPT. CRM, drive, emails et meetings dans un seul system of record : cherchez, comptez, créez et mettez à jour vos… Show in context → |
ProductivityVersion 1.1.1 | View details → |
BoldTrailInside Real Estate Publisher description Work your BoldTrail real estate CRM in chat: find and update contacts, add notes, review lead activity, manage tasks and appointments, send texts and emails, assign Smart Campaigns, and manage property search alerts. Show in context →4 more matching sourcesPublisher full description …me, status, tag or owning agent, and open a contact's full profile and timeline - Add new contacts, update contact details and add notes - See who is showing buying or selling intent: hot leads, new registrations, property views, questions, and showing or valuation requests - Create and complete tas… …ail. You sign in with your BoldTrail account. The plugin only recognizes the contacts, offices, and records associated with your BoldTrail account and role. Every action is performed as you. Limitations: texts and emails are sent immediately (pending your review and approval). Scheduling texts and e… Show in context →Publisher capabilities · listing Search and view contacts Create and update contacts Add contact notes Review lead activity and buying intent Create and complete tasks Book appointments with contacts Send texts and emails to contacts Start phone calls to contacts Assig… Show in context → |
Business & OperationsVersion 1.0.0 | View details → |
K3XK3X Publisher description K3X is a CRM. This plugin gives ChatGPT the same access a 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 and deals, one at a time or in batches of up to 50, archive and restore records, reassign owners, and set custom fields. You can also review, create, edit, activate, pause or ar… Show in context →1 more matching sources |
Business & OperationsVersion 1.0.0 | View details → |
Pepper CloudPepper Cloud Publisher description Work with your Pepper Cloud CRM data directly in chat. Query and update records across modules like contacts and opportunities, log notes and tasks against them, check ticket status and details, and review quotations. Pull conversation summaries and sentiment insights, al… Show in context →1 more matching sources |
Business & OperationsVersion 1.0.1 | View details → |
SalesflareSalesflare BV Publisher description Salesflare helps users find and manage CRM accounts, contacts, opportunities, pipelines, tags, tasks, and users from ChatGPT. The app can list CRM records, inspect an account feed, create new accounts, contacts, opportunities, and tasks, and update existing CRM records in the user's Salesflare workspace. Show in context →1 more matching sources |
Business & OperationsVersion 1.0.0 | View details → |
ZoieTeraleads LLC FZ Publisher description Zoie CRM brings your customer data into the conversation. Look up leads and contacts, check their status and recent activity, and create or update records without leaving the chat. Review conversations, calls, and campaign details, and act on your pipeline directly — so you can answer "where does this deal stand?" and update it in one place. Show in context →1 more matching sources |
Business & OperationsVersion 1.0.0 | View details → |
DopiaDopiaFind potential buyers who are complaining about their problem, and keep what you find Publisher capabilities · listing Find prospects backed by dated, linked public evidence Search and read your Dopia CRM Create and update CRM records, with confirmation before overwriting Publish prospect lists as private Dopia pages and reopen them later Show in context →2 more matching sourcesPublisher full description …ist as a private Dopia page with its own link, and reopen saved lists later. - Search and read your CRM: companies, contacts, deals and custom tables, with counts and totals by any field. - Create and update CRM records. A write that would overwrite an existing value, or might duplicate a record, comes back to you for confirmation first. Who it is for: founders and sales teams looking for early customers, des… Show in context →Publisher keywords · listing crm prospecting sales gtm outbound revenue find-prospects lead-research Show in context → |
Business & OperationsVersion 0.2.15 | View details → |
Pixelwand CRMPixelwand CRM Publisher full description Pixelwand CRM helps sales representatives and sales managers work with their CRM data in ChatGPT. Search leads and deals, view record cards with links to open them in CRM, and explore Reports charts with date a… …d member filters. Review activity history and prepare follow-up messages. When requested, create or update supported CRM records, tasks, notes, and email drafts, or send messages through the connected CRM. Access is limited to teams available to the connected Pixelwand account. Requires a Pixelwand CRM account and OAuth… Show in context →3 more matching sourcesPublisher description Find leads, understand your pipeline, and prepare follow-ups in Pixelwand CRM. Show in context → |
Business & OperationsVersion 0.2.0 | View details → |
Queli CRMQueli Publisher description 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 version cannot create, update, or delete records, and it does not expose email content. Show in context →2 more matching sources |
Business & OperationsVersion 1.0.0 | 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 conversation. With it, you can analyze the sales funnel and identify stalled deals, generate monthly closing forecasts, prepare a comprehensive account brief… …eams. 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 candid… …r quick CRM updates or deeper recruiting workflow management, with answers and actions based on the records in your Recruit CRM account. Show in context →2 more matching sources |
Business & OperationsVersion 2.0.0 | View details → |
AgiledZTABS Publisher full description Agiled is a CRM for marketing agencies, creative agencies, design studios, consultants, freelancers and service businesses. Connect your Agiled account to manage client relationships, sales pipelines, client proj… …d deals, review sales pipelines and summarize opportunities by stage. Build a client brief from the records in your workspace, check deal values and identify records to follow up on. Create or update accounts, contacts and deals when you ask to save a change. Use agency CRM workflows to keep prospective clients and existing client relationships organized. PROJECTS AND TASKS Review client pr… Show in context →4 more matching sourcesPublisher capabilities · listing CRM and client management Sales pipeline and deal summaries Account and contact search Client project management Task creation and updates Project deadlines and overdue tasks Time tracking and timers Billable time summaries Invoice and estimate tracking Recording received invoice payments Expense record management Support ticket… Show in context →Publisher keywords · listing CRM for marketing agencies agency CRM client management creative agencies design studios consultants freelancers service businesses sales pipeline project management task management time tracking invo… Show in context →Publisher description CRM, client project management, invoicing and time tracking for marketing agencies, design studios, consultants, freelancers and service businesses. Show in context → |
Business & OperationsVersion 1.0.1 | View details → |
AssistantLabs Business AgentAssistantLabs Publisher full description …nversation, and reply to a customer • Contacts: look up customers and companies, add a contact, and update a contact's details • Leads: see the leads board, add and move leads, and log what happened with each one • Bookings: check free slots, list appointments, and book, confirm, cancel or complete… …managed in the AssistantLabs app. • ChatGPT can add and update the contacts your AI agent talks to. CRM companies are read only, and custom CRM records are not available here yet. • Lists show customer names, who wrote, when, and who is waiting, without message text. A phone number or email appears only when you ask for it, or in your own bus… Show in context →4 more matching sourcesPublisher capabilities · listing Read and reply to customer conversations Look up customers and companies Add and update leads Check availability and book appointments Write and publish social posts Update AI agent instructions and knowledge Show in context →Publisher keywords · listing crm customer service customer support helpdesk chatbots live chat whatsapp instagram messenger leads sales pipeline appointments booking social media small business ai agents Show in context →Publisher description Customer conversations, CRM, leads, bookings, help desk and social posts for small and medium businesses that use AssistantLabs. Show in context → |
Business & OperationsVersion 1.1.1 | View details → |
HueChatHueChatConnect HueChat to read and manage contacts, conversations, templates, customer replies and enabled business workflows with workspace-app... Publisher capabilities · listing Read and manage contacts and conversations Add private notes and update assignments Manage templates and business records Prepare and confirm customer messages Show in context →2 more matching sourcesPublisher full description …workspace to find and manage contacts, read conversations, 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, approve… …etails, customer-defined fields and conversation text may be shared with your AI client. Share only records you may disclose and review the client privacy and retention settings. Revoke future access in HueChat integration settings. Do not transmit payment-card data, authentication secrets, governme… Show in context → |
CommunicationVersion 0.1.0 | View details → |
InvoicifyAIINVOICIFYAI Publisher full description …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… …confirm the recipient, purpose, and call details before the request is placed. With your approval, update business records, issue or email invoices and estimates, and record payments you’ve already received. Available actions follow your connected workspace’s permissions. Show in context →3 more matching sourcesPublisher 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 transcripts Request AI cal… Show in context →Publisher keywords · listing invoicifyai crm invoicing service-business ai-receptionist customer-follow-up vendor-calls supplier-calls Show in context → |
Business & OperationsVersion 1.1.2 | View details → |
MetaventusMetaventus (VENTUS SAS) Publisher full description Metaventus is a European business suite (CRM, sales, marketing, meetings, telephony). This plugin gives ChatGPT secure access to two of its hubs, within the permissions of the signed-in user. CRM: search contacts and companies, open a record with its activity timeline (calls, meetings, notes, tasks, campaigns), find duplicates, create or update records, link a contact to a company and add notes. Meetings: list meeting types, find available slots, list and open upcoming meetings, book a meeting, reschedule it, add or remove invitees, or cance… Show in context →4 more matching sourcesPublisher capabilities · listing Search the CRM Read and update contacts and companies Add notes Find available slots Book, reschedule and cancel meetings Show in context →Publisher description Search and update your Metaventus CRM and manage your meetings: contacts, companies, notes, availability and bookings. Show in context → |
ProductivityVersion 1.0.1 | View details → |
Pipeline Job ManagementPipelinePipeline Job Management connects trade and service businesses to their Pipeline workspace from ChatGPT. Publisher capabilities · listing Find customers and jobs Create and update work records Check availability and daily work Create quotes and invoices Upload job images Send confirmed customer communications Show in context →2 more matching sourcesPublisher full description …nnected Pipeline workspace. Find customers, leads, jobs, schedules, quotes, and invoices; create or update permitted records; and prepare customer communications. Each user signs in to their own Pipeline account and sees only business data their permissions and approved API scopes allow. ChatGPT asks for confirmatio… Show in context → |
Business & OperationsVersion 1.0.7 | View details → |
QualifyBaseQualifyBaseQualify leads with AI automations. Guide workspace and Instagram setup, review customer conversations and weekly insights, manage leads a... Publisher capabilities · listing …t call history and campaign progress Check calendar availability and manage appointments Create and update lead records Guide workspace, Instagram, and agent setup Preview and save explicitly approved agent prompt edits Analyze customer objections from conversation evidence Show in context →2 more matching sourcesPublisher keywords · listing lead qualification crm appointments instagram agent prompts customer insights Show in context →Publisher full description …, conversations, calls, campaign progress, and evidence-based weekly customer insights; manage lead records and appointments. With separate optional prompt permissions, read an agent's current instructions, preview targeted changes, and save only an explicitly approved preview. Direct saves require… Show in context → |
Business & OperationsVersion 0.3.1 | View details → |
ReplaiJunkies Coder 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 →3 more matching sourcesPublisher 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. -… …g more, in the workspace you signed in to. - When you connect you choose what it may do (view, edit records, send messages, broadcasts, automations), and you can narrow or disconnect it any time in Replai Settings, AI Connectors. - Your workspace owner can switch sending, broadcasts or AI access off… Show in context →Publisher capabilities · listing …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 teammates Create, move and close deals in sales pipelines Send WhatsApp replies and approved templ… Show in context → |
Business & OperationsVersion 1.0.0 | View details → |
Raise MoreRaise More Publisher full description Use the Raise More public API from ChatGPT. Create and update contacts, record donations and pledges, manage tags and saved lists, import contacts, and read Raise More help articles. Requires a Raise More account and access enabled for your organization.… …public API, so it does not include every feature of the Raise More website or general search across CRM records. Show in context →2 more matching sources |
Business & OperationsVersion 0.1.1 | View details → |
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