Tools Reference
CRM Tools
Tools for managing customer relationships, leads, and sales pipeline.
| Tool | Description |
|---|---|
lead_manager | Create, list, and manage leads |
customer_manager | Manage customers and customer groups |
contact_manager | Link contacts to customers and suppliers |
deal_manager | Manage opportunities and deals |
Lead Manager
Manage your sales leads:
- Create leads from various sources
- Update lead status and assignment
- Convert leads to customers or opportunities
- List and filter leads by status, source, or owner
Customer Manager
Full customer lifecycle management:
- Create customers with complete profiles
- Manage customer groups and territories
- Update customer details and credit limits
- List customers with filtering and search
Contact Manager
Manage contact information:
- Create contacts linked to customers or suppliers
- Set primary contacts for organizations
- Update contact details and communication preferences
Deal Manager
Track sales opportunities:
- Create and manage deals/opportunities
- Update deal stages and expected values
- Track deal progress through the sales pipeline
- List deals by stage, owner, or expected close date