crm

Pai Console CRM for users with effective granular CRM permissions through corp MCP: leads, qualification, workspaces, opportunities, forecasting, submission-to-project traceability, and CRM tasks. Use for Forms submissions, duplicate-safe lead creation/import, contacting/qualifying/disqualifying prospects, Discovery workspaces, pipeline stages, holds/wins/losses, contacts/probability, attention queues, or task details, priorities, tags, scheduling, assignment, and completion.

Compatibility

Pai 0.2.5+ (MCP corp, granular IAM permissions)