Manages a local CSV-based CRM with pipeline tracking
Automate accounts receivable: aging reports, prioritize collections, draft payment reminders, match payments, track DSO, and forecast bad debt exposure.
Manage your Dex personal CRM — search, create, and update contacts, log interaction notes, set follow-up reminders, organize contacts with tags and groups, a...
Manage contract and subscription renewals using a structured pipeline to reduce churn, optimize pricing, forecast revenue, and execute vendor negotiations.
Agile CRM integration. Manage Persons, Organizations, Deals, Leads, Activities, Notes and more. Use when the user wants to interact with Agile CRM data.
Assist in creating, monitoring, and enforcing detailed SLAs with metrics, escalation paths, penalties, reviews, and vendor negotiation tips.
