CRM

Ask your agent

1. Save everyone who leaves a card at the test kitchen, tagged with the equipment they asked about.

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2. Before a call with Hotel Elbblick, read every email, chat, meeting and note with them, newest first.

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3. Every Monday, list the deals that have not moved in two weeks and remind the owner of their next steps.

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• Search the CRMcrm_searchFinds contacts, companies and deals from whatever you have: a name, an email, a phone number in any format, a domain or a deal title.Free*
• Find contactscrm_find_contactsFinds contacts by name, email, company or phone, by filters on any field or tag, or by a saved segment, one page at a time.Free*
• Get a contactcrm_get_contactOne contact, by id or email, with its tags, custom fields, recent activity, open tasks and deals.Free*
• Everything open with a customercrm_get_customerEverything open with one customer in one read: deals, tickets, invoices, quotes, signatures, meetings and their last messages.Free*
• Save a contactcrm_save_contactCreates a contact, or updates the one with the same email; only the fields you send change.$0.01 a call
• Save many contactscrm_save_contactsCreates or updates up to 100 contacts in one call, each like crm_save_contact; you pay only for the ones saved.$0.01 per record saved
• Update a contactcrm_update_contactChanges fields on a contact by its id, its email included; only the fields you send change.$0.01 a call
• Archive a contactcrm_archive_contactHides a contact from searches and lists; its history is kept.$0.001 a call
• Restore a contactcrm_restore_contactBrings an archived contact back into searches and lists.$0.001 a call
• Read a timelinecrm_timelineWhat happened with a contact, a company, a deal or the whole CRM, newest first: notes, tasks, emails, chats, calls, tickets and stage moves.Free*
• Add a notecrm_add_noteAdds a note to a contact, a company or a deal: what was said, decided or learned.$0.01 a call
• Create a taskcrm_create_taskA follow-up on a contact, with an optional due time and priority.$0.01 a call
• List taskscrm_list_tasksTasks by status (open by default), for one contact or due before a time, soonest first.Free*
• Complete a taskcrm_complete_taskMarks a task done, or cancelled.$0.01 a call
• Save a companycrm_save_companyCreates a company, or updates the one with the same name or with the company_id you give, which can rename it; only the fields you send change.$0.01 a call
• Save many companiescrm_save_companiesCreates or updates up to 100 companies in one call, each like crm_save_company; you pay only for the ones saved.$0.01 per record saved
• Archive a companycrm_archive_companyHides a company from lists, searches, duplicates and exports; its people, deals and notes stay.$0.001 a call
• Restore a companycrm_restore_companyBrings an archived company back into lists, searches, duplicates and exports.$0.001 a call
• Find companiescrm_find_companiesFinds companies by name or domain, by filters on any field or tag, or by a saved segment, one page at a time.Free*
• Get a companycrm_get_companyOne company, by id or exact name, with its people, deals (open ones first) and notes.Free*
• Save a dealcrm_save_dealCreates a deal, or updates one by its deal_id: pipeline and stage, amount, close date, next step, company and contact.$0.01 a call
• Find dealscrm_find_dealsFinds deals by pipeline, stage, status, company or contact, by filters on any field or tag, or by a saved segment.Free*
• Get a dealcrm_get_dealOne deal with its stage history (the days it spent in each stage), notes, contact and company.Free*
• Move a dealcrm_move_dealMoves a deal to a stage, maybe in another pipeline; a won or lost stage closes it.$0.01 a call
• List pipelinescrm_list_pipelinesThe deal pipelines in order, each with its stages and how many deals sit in each, with their value.Free*
• Save a pipelinecrm_save_pipelineCreates a deal pipeline or changes one: its name, position and stages in order.$0.001 a call
• Delete a pipelinecrm_delete_pipelineDeletes an empty pipeline; the last one stays.$0.001 a call
• Pipeline reportcrm_pipeline_reportHow a pipeline is doing: open value by stage, deals won and lost, win rate, a forecast by month and stale deals.Free*
• Define a custom fieldcrm_define_fieldAdds a field of the business's own to contacts, companies or deals, or changes its label, description or options.$0.001 a call
• List fieldscrm_list_fieldsThe standard and custom fields of contacts, companies and deals, to read, filter and sort on.Free*
• Delete a custom fieldcrm_delete_fieldDeletes a custom field and its value on every record, for good.$0.001 a call
• Tag recordscrm_tag_recordsAdds and removes tags on up to 100 contacts, companies or deals at once.$0.001 per record tagged
• List tagscrm_list_tagsEvery tag with how many contacts, companies and deals carry it.Free*
• Delete a tagcrm_delete_tagDeletes a tag and takes it off every contact, company and deal.$0.001 a call
• Save a segmentcrm_save_segmentSaves filters under a name, so the same list can be pulled again and stays up to date.$0.001 a call
• List segmentscrm_list_segmentsThe saved segments, each with its filters and how many records match right now.Free*
• Delete a segmentcrm_delete_segmentDeletes a saved segment; the records in it stay as they are.$0.001 a call
• Export as CSVcrm_exportContacts, companies or deals as CSV text, with the same filters, tag and segment as the find tools.Free*
• Find duplicatescrm_find_duplicatesContacts or companies that are probably the same record twice, grouped, with the reason.Free*
• Merge contactscrm_merge_contactsMerges duplicate contacts into the one you keep; their notes, emails, chats, calls and deals move with them.$0.01 a call
• Merge companiescrm_merge_companiesMerges duplicate companies into the one you keep; their people, deals and notes move with them.$0.01 a call

Connect your agent

Each address connects the CRM tools and the account tools that come with every area. Your agent can also call any tool over REST: POST https://api.conecto.chat/v1/tools/<name>.

• MCP server
  https://api.conecto.chat/mcp/crmCopy
• Connector for ChatGPT, Claude or Grok, one for every area
  https://api.conecto.chat/v1/mcpCopy
• OpenAPI for a custom GPT
  https://api.conecto.chat/v1/openapi/crm.jsonCopy
• OpenAPI for Power Automate and Copilot Studio
  https://api.conecto.chat/v1/openapi/crm.swagger.jsonCopy