Search: "CRM"
Showing 24 of 24 results
CRM
Guide users building a personal CRM from simple files to structured database.
Crm
Personal CRM for managing contacts, relationships, and follow-ups using markdown files. Use when the user wants to add contacts, track relationships, set fol...
Dashtask.ai - Task/Project manager and CRM built for AI Agents and Humans to work together.
Manage tasks, CRM leads, contacts, and settings via the DashTask REST API
Charmie CRM Lite
Lightweight CRM with SQLite – manage contacts. Upgrade to Pro for email, messaging, and more.
Heleni Personal CRM
Personal CRM built on monday.com. Tracks contacts, last interactions, next meetings, and topics. Runs daily to update from Calendar + email. Delivers pre-mee...
MySQL8 CRM Schema Design Expert
MySQL 8 database schema design for CRM systems. Use this skill whenever the user needs to design, review, optimize, or generate database schemas for Customer...
Zoho CRM
Zoho CRM API integration with managed OAuth. Manage leads, contacts, accounts, deals, and other CRM records. Use this skill when users want to read, create,...
Personal CRM
Personal relationship manager that helps you stay in touch with important people through gentle nudges, birthday reminders, and conversation tracking.
Dex CRM
Manage Dex personal CRM (getdex.com) contacts, notes, and reminders. Use when you need to: (1) Search or browse contacts, (2) Add notes about people, (3) Create or check reminders, (4) Look up contact details (phone, email, birthday). Requires DEX_API_KEY environment variable.
CRM-in-a-Box
Bootstrap and manage an open, file-based CRM using the CRM-in-a-Box protocol (contacts, pipeline, interactions as NDJSON). Use when setting up a new CRM for...
openclaw-crm
Local-first CRM for managing leads, deals, follow-ups, and pipelines via CLI using SQLite with WAL mode.
Zoho Crm
Zoho CRM integration. Manage crm and marketing automation data, records, and workflows. Use when the user wants to interact with Zoho CRM data.
Hubspot Crm
Gère contacts et deals dans HubSpot CRM pour USC SYNERGY : rechercher, créer, modifier, associer, et suivre le pipeline de ventes.
Dynamics Crm
Microsoft Dynamics 365 integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Microsoft Dynamics 365 data.
Crm Add Record
Automate adding new CRM records to the Fractal CRM system. Use when user asks to add new CRM entries, customers, or sales leads. The skill handles navigation...
Capsule Crm
Capsule CRM integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Capsule CRM data.
Personal Crm
Personal relationship manager powered by Feishu/Lark Bitable. Track contacts, interactions, birthdays (including Chinese lunar calendar), anniversaries, and...