CRM & Pipeline

Manage your sales pipeline from lead to close. Create contacts, log activities, track deal stages (lead → qualified → proposal → negotiation → won/lost), and get pipeline summaries. Up to 5,000 contacts.

Paid   12 tools in this category

How to Use CRM & Pipeline in TaskJin

Using crm & pipeline tools in TaskJin is simple — just type what you need in plain English. No commands to memorize, no menus to navigate. TaskJin understands natural language and picks the right tool automatically.

1. Open TaskJin — visit taskjin.com or use the Telegram bot.
2. Type your request — for example, "Add a new lead: John Smith at Acme Corp, $10K deal".
3. Get your result — TaskJin processes your request and returns the answer in seconds.

CRM & Pipeline tools are available with credits (from $5) or a BYOK subscription ($5/month). TaskJin includes 12 tools in the crm & pipeline category, each designed for a specific task.

Try Saying...

• Add a new lead: John Smith at Acme Corp, $10K deal
• Show me my pipeline summary
• Move the Acme deal to 'proposal' stage

Tools Included

• crm_contact_create Add a new contact to the CRM. Set pipeline stage (lead/contacted/qualified/proposal/won/lost), deal value, and other details. paid
• crm_contact_list List CRM contacts. Filter by pipeline stage (lead/contacted/qualified/proposal/won/lost). Shows up to 50 contacts. paid
• crm_contact_search Search CRM contacts by name, email, company, or tags. paid
• crm_contact_update Update a CRM contact. Can change name, email, phone, company, title, pipeline stage, deal value, source, notes, or tags. paid
• crm_contact_note Log an activity or note on a CRM contact. Types: note, call, email, meeting, other. paid
• crm_contact_delete Permanently delete a CRM contact and all their activities. paid
• crm_pipeline_summary View CRM pipeline summary: contact counts and total deal value per stage (lead, contacted, qualified, proposal, won, lost). paid
• gmail_send Send an email via Gmail with optional file attachments. Pass file paths from uploaded files in the 'attachments' array. paid
• gmail_draft Create a draft email in Gmail without sending it. The user can review and send it from Gmail. paid
• calendar_create Create a new calendar event. Supports timed events and all-day events. For all-day events, use date-only format (YYYY-MM-DD) for start/end. paid
• lead_search Search for businesses by type and location, then automatically extract contact info (emails, phones, social media) from each result. Returns structured leads ready for a spreadsheet. Example:... paid
• contact_extract Extract emails, phone numbers, and social media links from any URL. Automatically checks /kontakt, /contact, /impressum pages too. Returns structured contact data. paid

Frequently Asked Questions

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