Relm CRM

• Manage contacts manage-contacts

  Create, find, update and delete people. Email-optional; email is unique per workspace.

  crm contacts
• Manage companies manage-companies

  Create and link accounts; contacts and deals reference them.

  crm companies
• Manage deals manage-deals

  Open opportunities and move them across pipeline stages.

  crm deals pipeline
• Log activities log-activities

  Record notes, calls, emails and meetings, with backdating.

  crm activities
• Automations automate

  Create event-triggered rules and drip sequences, including send-email.

  crm automation sequences
• Webhooks webhooks

  Subscribe an https endpoint to CRM events; deliveries are HMAC-signed and retried.

  crm webhooks events
• Describe schema describe-schema

  Read the live object/field/enum registry so writes are never based on a guess.

  crm schema discovery

Interfaces

Capabilities

Streaming

No

Push notifications

No

Extended card for signed-in callers

Not declared

Security and formats

Requires

oauth2 (crm), or bearer

Schemes

oauth2 (oauth2), bearer (http)

Accepts

application/json, text/plain

Returns

application/json