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a forecast has to be defended, or who has not been contacted in months; when contacts are duplicated, bouncing, or out of date; when importing/exporting a CSV of leads, or migrating between plain files, Notion, HubSpot, or Salesforce; when choosing which CRM to use, or why nobody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...
Zoho CRM MCP
Connect your agent to Zoho CRM via MCP. Search contacts, list accounts, query records with COQL, and manage CRM data using mcporter. Includes ready-to-use Py...
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...
Hubspot Crm
Gère contacts et deals dans HubSpot CRM pour USC SYNERGY : rechercher, créer, modifier, associer, et suivre le pipeline de ventes.
Personal CRM
Personal relationship manager that helps you stay in touch with important people through gentle nudges, birthday reminders, and conversation tracking.
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.
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; default to read and list calls, and confirm every write or new connection with the user.
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
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.
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
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...
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 in...
GoHighLevel CRM Automation
Full read/write access to GoHighLevel CRM via API v2. Contacts, conversations, notes, opportunities, calendars, tags, tasks, forms, workflows, payments, and...
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...
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-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 ``` ┌─────────────┐ ┌─────
crm-data-quality
Read `bulk-operations/SKILL.md` first — JSONL piping, batch read, pagination, and dry-run/digest/confirm gating apply to every command below. ## Property discovery Don't guess property names. List them: ```bash hubspot properties list --type contacts --format table hubspot properties list --type contacts | jq -c 'select(.type=="enumeration") | {name, label}' ``` Same for `--type companies`, `deals`, or any custom type (`hubspot objects types`). ## 1. Find incomplete records `!name` = NOT_HAS_PROPERTY (missi
crm-maintenance
# CRM Maintenance ## Quick start Pull context from the referenced email or calendar event, resolve the right HubSpot contact and deal, log the activity, and surface what changed. For a deal cleanup, audit the deal against recent email/calendar activity and propose updates — never apply them without approval. ``` User: "log this call to the Acme deal" → Read the most recent completed calendar event → Confirm attendees map to the Acme deal's contacts → Write a call activity on the Acme deal → Report: "Logged
crm-builder
# CRM Builder Skill ## What This Skill Does This skill defines how to build a **CRM tool** — a system for managing contacts, companies, deals, and the relationships between them. CRM is structurally different from CPQ and trades-builder: - **CPQ / Trades** = one record moves through sequential stages (stepper navigation) - **CRM** = multiple entity types with relationships between them (entity navigation) The left sidebar uses a **navigator pattern** (Contacts, Companies, Deals, Pipeline, Activities) — NOT
Twenty CRM
Twenty CRM API integration with managed authentication. Manage companies, people, opportunities, notes, and tasks. 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; default to read and list calls, and confirm every write or new connection with the user.
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_*).