Pipeline CRM is a sales-focused customer relationship management tool designed to help teams track leads, manage deals, and streamline workflows.
Tools
Create Pipeline Crm Company
Tool to create a new company in Pipeline CRM. Use when you need to add a company after gathering its details.
Create Deal
Tool to create a new deal in Pipeline CRM. Use after gathering all details. Example: Create a deal named 'Big Partnership' worth 50000 USD in stage 2.
Delete Company
Tool to delete a company by ID in Pipeline CRM. Use after confirming the company ID is correct. Example: "Delete company with ID 123".
Delete Deal
Tool to delete a deal by ID. Use when you need to remove a deal from Pipeline CRM.
Delete Calendar Task
Tool to delete a calendar task by ID. Use after confirming the task exists in Pipeline CRM.
Get Company By Id
Tool to retrieve details for a specific company by ID. Use after you have the company ID.