Sunate
Manages Sunate CRM contacts, leads, deals, tasks, quote drafts and roof reports from ChatGPT.
What Sunate can do in ChatGPT
Everyday Sunate CRM work in plain language.
Deal Pipeline
See deals by stage and spot the ones that need attention.
Contacts And Leads
Find and update people and leads in your workspace.
Task Check
See which tasks are due this week and who owns them.
Quote Drafts
Work on private quote drafts before they go to a customer.
Roof Reports
Look up roof reports linked to your jobs.
You stay in control
You approve access, and you can disconnect Sunate at any time.
Apps 1
What Sunate does in ChatGPT
The Sunate plugin connects your Sunate workspace to ChatGPT and Codex for day-to-day CRM work. You can find and update contacts, leads, deals, tasks, pipelines and assignments by asking in normal language, rather than working through each screen of the app one at a time.
It also handles a few jobs that are specific to Sunate. You can work on private quote drafts, check roof reports and prepare requests for new leads. These sit right next to the usual pipeline and task views, so most of the daily sales work can happen in one chat.
Each team member only sees and changes what their own Sunate permissions allow. Sensitive actions need your confirmation before they go through, so nothing big happens by accident. To connect, you need a Sunate account with the OpenAI integration switched on.
Who it is for
- Teams using Sunate as their CRM
- Sales staff handling roofing or solar leads
- Managers assigning leads and deals
How to add Sunate to ChatGPT
- Open the Sunate listing in ChatGPT ↗.
- Click Install plugin.
- Sign in to your Sunate account when asked and approve the access it requests.
- Start a chat and ask for what you need, mentioning Sunate if ChatGPT does not pick it up.
- To stop, disconnect Sunate under apps in your ChatGPT settings.
Questions about Sunate
What is the Sunate ChatGPT plugin?
The Sunate plugin connects your Sunate workspace to ChatGPT and Codex for day-to-day CRM work. You can find and update contacts, leads, deals, tasks, pipelines and assignments by asking in normal language, rather than working through each screen of the app one at a time. It is listed in ChatGPT's plugin marketplace under Productivity.
What can I ask Sunate to do in ChatGPT?
For example: "Show me the deal pipeline and the stage of each deal", "Do I have any tasks due this week?", "List deals that need attention".
Who makes the Sunate plugin for ChatGPT?
The ChatGPT listing names Sunate INC as the developer. The version listed on 8 October 2026 was 1.0.0.
How do I add Sunate to ChatGPT?
Open the Sunate listing in ChatGPT, click Install plugin, sign in to your Sunate account and approve the access it asks for. Then ask for what you need in a chat, mentioning Sunate if ChatGPT does not pick it up.
Can Sunate change things in my account, or only read?
It reads and updates contacts, leads, deals, tasks, pipelines, assignments and private quote drafts in your Sunate workspace, within each member's permissions. Sensitive actions ask for confirmation first.
Who is the Sunate plugin for?
Teams using Sunate as their CRM, sales staff handling roofing or solar leads and managers assigning leads and deals.
What do I need before I can connect Sunate?
A Sunate account with the OpenAI integration enabled. Without that the connection will not work.
Does every team member see the same data?
No. Access follows each member's own Sunate permissions, so people only reach what they are allowed to in Sunate.
Does Sunate also work in Codex?
Yes. The listing says the workspace can be connected to both ChatGPT and Codex.
Does Sunate see my ChatGPT chats?
When Sunate is connected, ChatGPT may share the parts of your chats and memories that matter for a request with Sunate. What Sunate does with that data falls under its own terms and privacy policy. ChatGPT keeps your training-data settings, and you can disconnect at any time.
How do I disconnect Sunate from ChatGPT?
Open your ChatGPT settings, go to apps, and disconnect Sunate. You can reconnect later from the listing.
What are alternatives to Sunate in ChatGPT?
Similar plugins in the ChatGPT marketplace include mfloow, Simply-Useful and Tweek. Each has its own page in this directory.
Privacy and your data
When Sunate is connected, ChatGPT may share the parts of your chats and memories that matter for a request with Sunate. What Sunate then does with that data falls under its own terms and privacy policy, not only OpenAI's. ChatGPT keeps your training-data settings for data that comes from connected apps, and you can disconnect at any time.
Sunate privacy policy ↗Sunate terms ↗OpenAI: apps in ChatGPT ↗