Built by Metorial, the integration platform for agentic AI.
Provider Summary
manage accounts and companies
manage contacts
track sales activities
manage sales opportunities
create sales orders
manage product catalog
manage calendar events and tasks
search and filter records
map external system IDs
manage saved view filters
Manage accounts, contacts, opportunities, activities, sales orders, and products in a mobile-first CRM for field sales teams. Create and update company records with geolocation and custom fields. Track sales activities including visits, calls, and meetings with check-in/check-out location data. Manage opportunities through their lifecycle with amount, probability, and status tracking. Create sales orders with line items, multi-level discounts, and product references. Maintain a product catalog with pricing and categorization. Manage calendar events and tasks linked to accounts, contacts, and opportunities. Search and filter records using advanced query capabilities. Discover available branches and retrieve individual sales-order lines. Map external system IDs for ERP/CRM synchronization.
This integration is licensed under the FSL-1.1.
Built with ❤️ by Metorial