contract_debts
ChatGPTContracts not fully paid: total, paid, remaining (in the company's currency), largest first, with the total remaining.
Overview
3montovano CRM connects ChatGPT to your company's account in 3montovano — a CRM for stretch-ceiling and installation businesses — so you can ask about your own deals, clients, payments, debts, installations and website leads and get answers from your real CRM data. Read-only. What you can ask: • Sales: which contact sources, managers or cities brought the most deals and contracts in a period, and for what amount. • Deals and clients: find a deal by client name, phone (any format), address or number; see its status, site visits, contract, payments, estimate and tasks. • Website requests: new requests from site forms, their source and whether a deal was made. • Installations: what is scheduled in a period, where, for which room and which crew. • Tasks: your open or overdue tasks. • Debts: contracts with unpaid balance, largest first. Read-only: ChatGPT can't change anything in the CRM. You sign in with your own CRM account and see exactly what your role allows. Your company administrator must enable AI agents in the CRM settings first, and every request is logged in the CRM.
Tools
get_deal
ChatGPTEverything about one deal by its number: client, status, marketing source, site visits (заміри), contract (number, dates, payments, remaining), the contract's estimate (rooms, lines with client prices, totals in the company's currency) and tasks.
list_installations
ChatGPTInstallation visits (монтажі) in a period: date, deal, client, address, room, work type and installers with crew numbers.
list_site_requests
ChatGPTRequests from website forms (заявки з сайту): name, phone, quiz answers, UTM, matched contact source, status new/processed and the deal made from it.
list_tasks
ChatGPTTasks (завдання): by default the caller's own (responsible), or all; filter by status or overdue only. Due date, priority, deal number, creator, responsible.
sales_summary
ChatGPTFor a period: new deals (created in it) and contracts (dated in it) with their total in the company's currency, grouped by contact source (top level), contact method, manager, city or deal status. Use for marketing and sales analysis.
search_clients
ChatGPTFind clients by name, phone (any format, digits are compared), email or client number; with their deals.
search_deals
ChatGPTFind deals (угоди) of the stretch-ceiling company by client name, phone, address or deal number, status and creation date. Returns deal number, status, client, phone, city, address, manager, contact method and source. Use get_deal for details.
Capabilities
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Example Prompts
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