Records
Save company and contact details.
CRM features
Manage contacts, deals, and follow-ups
Store contact details, track deals, assign follow-ups, and review what changed. Add your own fields and save filtered lists for the way your team works.
Activity history
See who changed what and when.
Tasks
Assign work and track its outcome.
Deals
Track each opportunity and its value.
Custom fields
Add the details your team needs.
Saved views
Save filtered lists for later.
How the CRM handles shared work
These checks help people and agents work with the same records. They apply to both the API and connected MCP tools.
01
Match existing contacts
Companies are matched by website domain. People are matched by email or LinkedIn URL. Matching details update the existing record; different identifiers may still need review.
02
Catch incorrect field names
A request using an unknown field is rejected. The response lists valid fields so the agent can correct the request.
03
Respect do-not-contact records
New outreach tasks linked to a record marked do not contact are refused. Your external sending tools still need to stop their own queued messages.
04
Give each task one claimant
Only one worker can claim a task at a time. Another worker trying to claim it is told that the task has already been taken.
05
Keep record history
Archive records with a status and reason. The API does not delete CRM records or earlier activity entries.
06
Record changes
Updates add activity showing who made the change. Agents can include a source and confidence value; policies can require these details.
CRM features
Organize contacts into campaign lists
Group companies or people into a campaign list. Give each member a status and reason, such as “qualified” or “not a fit,” so your team knows what to do next.
CRM features
Keep follow-up tasks together
Create tasks for research, email, calls, or reviews. Link each follow-up to the previous task to keep the conversation together. Your team or agents choose when to act and use their own sending tools.
- call
- review
- research
- other
Connect your first agent
Follow the setup guide to connect an agent, save a contact, and create a task. Use the API reference when you need the exact request fields.