Search: "CRM"
Showing 24 of 24 results
CRM
Runs a CRM: contacts, companies, deals, pipeline stages, follow-ups, and the data hygiene that keeps it usable. Use when setting up, rescuing, or operating a CRM (personal, freelance, sales, donor, or job-search); when the pipeline needs review, a deal has gone quiet, a forecast has to be defended, or who has not been contacted in months; when contacts are duplicated, bouncing, or out of date; when importing/exporting a CSV of leads, or migrating between plain files, Notion, HubSpot, or Salesforce; when choosing which CRM to use, or why nobody updates the current one; when defining stages, fields, tags, lead scoring, or win/loss reasons; when logging a call or email for later; and when a deletion, unsubscribe, or do-not-contact request has to be honored. Not for address-book upkeep and birthdays (`people`), delivering the client work itself (`clients`), outreach campaigns (`outreach`), sourcing candidates (`recruiter`), or support tickets (`customer-support`).
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...
Attio Integration
Manage Attio CRM records, lists, notes, tasks, and meetings through the superagnt unified API.
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, update, or delete CRM records, search contacts, manage sales pipelines, access organization settings, manage users, or retrieve module metadata in Zoho CRM. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). Requires network access and valid Maton API key. Calls run through the `maton` CLI with OAuth login, or over raw HTTP with a Maton API key where the CLI cannot be installed. Every call is authenticated as the user's connection and reaches only what that connection's authorization allows, which the provider enforces on every request; the endpoints documented here are the ones this skill uses, and any other endpoint of this app needs the user to ask for it by name. Default to read and list calls, and confirm every write or new connection with the user. This file also documents the three constructs that turn a Zoho CRM connection into automation, in the order they are used: the connection (the first step), a hosted function that runs a Zoho CRM action through the Maton SDK, and a trigger that calls that function on a schedule or on an event. Those sections are the platform's own reference text, shared with the api-gateway skill, with Zoho CRM examples; they add no Zoho CRM capability - Zoho CRM is not an event source, a trigger cannot read Zoho CRM data, and the files under `references/<source>/triggers.md` are the platform's event catalogues for the sources Maton offers (time, Calendly, GitHub, Gmail, HubSpot, Linear, Notion, Slack, Stripe).
Salesflare CRM
Work with Salesflare CRM through its native OAuth MCP connection for accounts, contacts, opportunities, tasks, pipelines, users, tags, and account feeds.
customer-crm
客户关系管理+来源追踪(DEF-44合并customer-source-tracker)。管理客户档案、复购推荐、来源归因(公众号/闲鱼/抖音/...)。触发：auto-delivery发货后回调/公众号用户互动/复购推荐
CordysCRM
Cordys CRM L2C 全链路技能。支持跨模块关联追踪、漏斗分析、Customer 360、智能工作流引导，以及完整的 CLI 指令映射。 触发词：线索、客户、商机、跟进、报价单、合同、回款、发票、工商抬头、订单、审批、漏斗、管道、CRM
Follow-up Engine (CRM Automation)
Automated customer follow-up scheduling and execution engine for B2B sales. Generates personalized follow-up email drafts based on customer stage, last conta...
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...
CRM Hygiene Cleanup
Cleans a US sales contact list by normalizing names, phones and emails, deduplicating records, and separating what needs a human check. Use when the user asks for crm cleanup, sales list deduplication, crm data hygiene. For US sales operations and RevOps staff cleaning CRM data before a campaign or an import.
crm-automation
# CRM Automation Automate CRM workflows for HubSpot, Salesforce, and Pipedrive including lead management, deal tracking, pipeline automation, and multi-CRM synchronization. Based on n8n workflow templates. ## Overview This skill covers: - Lead capture and enrichment automation - Deal stage progression workflows - Multi-CRM data synchronization - Automated follow-up sequences - Sales analytics and reporting --- ## Core Workflow Patterns ### 1. Lead Capture → Enrichment → Assignment ``` ┌─────────────┐ ┌─────
Zalo CRM & Chatwoot Sync (Zalo-Flow)
Customer segmentation, colored tag management, bidirectional Chatwoot CRM sync, and scheduled 1-to-1 or broadcast remarketing campaigns with Spintax templates.
crm-enrichment
Backfill the empty fields on CRM records so routing, scoring and territory assignment stop failing on blanks, powered by Cargo. Triggers: "CRM enrichment", "enrich my CRM", "my CRM records are half empty", "fill in missing fields in HubSpot", "clean up the CRM data", "our Salesforce contacts have no titles", "CRM data quality", "CRM hygiene", "backfill blank fields". Providers: enrichCrm. Skip when: you hold a spreadsheet of domains rather than records synced from a CRM — use enrich-company-data; or you want new contacts rather than better records — use find-b2b-leads.
crm-deduplication
Deduplicate CRM accounts and contacts and keep them duplicate-free: audit company and person identity, run recurring deduplication plays directly on CRM models, merge safe exact matches, and route uncertain clusters to manual review. Triggers: "deduplicate our CRM accounts", "deduplicate CRM contacts", "our CRM has duplicate people", "merge duplicate contacts in HubSpot", "we keep creating duplicate account records", "merge duplicate companies in HubSpot", "set up recurring CRM deduplication", "review ambiguous duplicates". HubSpot, Salesforce, Attio, Slack, LinkedIn profiles, phone numbers, Cargo project, findRecords, Scoring, Human Review, mergeRecords. Skip when: the request is to add or refresh CRM data rather than merge duplicate records; use crm-enrichment.
Twenty CRM
Twenty CRM API integration with managed authentication. Manage companies, people, opportunities, notes, tasks, workflows, and workspace members. Use this skill when users want to interact with Twenty CRM data - contacts, deals, activities, and workflows. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). Calls run through the `maton` CLI with OAuth login, or over raw HTTP with a Maton API key where the CLI cannot be installed. Every call is authenticated as the user's connection and reaches only what that connection's authorization allows, which the provider enforces on every request; the endpoints documented here are the ones this skill uses, and any other endpoint of this app needs the user to ask for it by name. Default to read and list calls, and confirm every write or new connection with the user. This file also documents the three constructs that turn a Twenty CRM connection into automation, in the order they are used: the connection (the first step), a hosted function that runs a Twenty CRM action through the Maton SDK, and a trigger that calls that function on a schedule or on an event. Those sections are the platform's own reference text, shared with the api-gateway skill, with Twenty CRM examples; they add no Twenty CRM capability - Twenty CRM is not an event source, a trigger cannot read Twenty CRM data, and the files under `references/<source>/triggers.md` are the platform's event catalogues for the sources Maton offers (time, Calendly, GitHub, Gmail, HubSpot, Linear, Notion, Slack, Stripe).
Monica CRM
Monica CRM (monicahq.com). Use this skill for ANY Monica CRM request — reading, creating, updating, and deleting data. Whenever a task involves Monica CRM, use this skill instead of calling the API directly.
Capsule CRM
Capsule CRM (capsulecrm.com). Use this skill for ANY Capsule CRM request — reading, creating, updating, and deleting data. Whenever a task involves Capsule CRM, use this skill instead of calling the API directly.
Twenty CRM
Twenty CRM (twenty.com). Use this skill for ANY Twenty CRM request — reading, creating, updating, and deleting data. Whenever a task involves Twenty CRM, use this skill instead of calling the API directly.
Recruit CRM
Recruit CRM (recruitcrm.io). Use this skill for ANY Recruit CRM request — searching and reading data. Whenever a task involves Recruit CRM, use this skill instead of calling the API directly.
1688-shop-crm-customer-filter
1688 店铺 CRM 客户智能筛选 Skill。支持按标签、金额、活跃度、采购意愿、自定义属性等条件筛选客户，支持排序、分页、统计，以及查看和新增自定义属性。 触发词：筛选客户、查找客户、客户列表、询盘未转化、询盘未成交、有成交客户、新增字段、自定义属性、帮我找客户、我的客户。
同花顺CRM伪码批量查询
同花顺 CRM (crm.10jqka.com.cn) 批量查询用户伪码。此 skill 应在用户提供一批 userid 并需要查询对应的伪码（格式 #数字#，出现在客户详情页联系电话字段）时使用。通过 mTLS 客户端证书加密码三步认证登录 CRM，然后批量抓取客户详情页提取伪码。触发场景：用户说给我伪码、提供 userid 列表、提到同花顺 CRM 伪码查询。使用前需自行配置证书和密码。
crm-memory
Give AI agents CRM memory for sales teams. using BlueColumn persistent memory. Use when an agent manages deals, contacts, and pipeline; when the user wants to store, recall, or search crm memory context. Requires a BlueColumn API key (bc_live_*).
雄韬CRM - opencrm
管理雄韬 XTOCN CRM 客户数据：新增客户（支持企查查/天眼查文本解析）、查询客户（精确/模糊/分页）、修改客户工商信息与联系方式（PATCH 语义）、设置分类标签（分组/等级/行业/来源）。同时支持线索、联系人、跟进记录的创建与查询。