🤝 CRM & Sales AI Skills

A local-first CRM that drafts and requires explicit user confirmation before saving contact or record changes for auditability.

Interact with Twenty CRM (self-hosted) via REST/GraphQL.

Track and summarize daily income by logging transactions, generating reports, and analyzing revenue by source and skills.

Connect your AI assistant to GoHighLevel CRM via the official API v2. Manage contacts, conversations, calendars, pipelines, invoices, payments, workflows, an...

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,...

Qualify DTC Shopify leads for Visual Dept by scoring against ICP criteria including US location, niche, visual quality, revenue, and contact info for priorit...

HeyLead is an autonomous LinkedIn SDR that creates buyer personas, manages outreach campaigns, sends personalized messages, follows up, and tracks pipeline a...

Systematic framework to identify, qualify, and scale revenue through integration, referral, reseller, and strategic partnerships.

Apollo.io API integration with managed OAuth. Search and enrich people and companies, manage contacts and accounts. Use this skill when users want to prospect, enrich leads, or manage sales data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).

Close CRM — manage leads, contacts, opportunities, tasks, and activities. Sales CRM with built-in calling and email.

Track SAAS revenue, MRR growth, customer metrics, and profitability. Use to monitor $1000+ MRR targets, identify optimization opportunities, and keep SAAS pr...

Complete B2B sales system — from ICP to closed-won. Discovery frameworks, objection handling, pipeline management, forecasting, and deal acceleration. Works...

Extract, store, and export tax documents (W-2, 1099-DA, all 1099 variants, K-1) using AI. Local-first — your documents never leave your machine. Web UI at lo...

Turn a name into a full dossier in seconds. Feed in a name + company (or email, or LinkedIn URL) and get back a rich profile with social links, bio, company intel, recent activity, and personalized talking points. Aggregates data from multiple public sources — LinkedIn, Twitter, GitHub, company websites, news — so you can skip the manual research and jump straight to personalized outreach. Your agent does the detective work while you close deals. Supports single enrichment, batch processing, and multiple output formats (JSON, Markdown, CRM-ready). Use when researching prospects, preparing for sales calls, personalizing cold outreach, or building lead lists. Pairs perfectly with trawl for autonomous lead gen → enrichment → outreach pipelines.

UI-driven Salesforce SDR and admin execution across Sales Cloud, Service Cloud, Experience Cloud, and CPQ/Revenue Cloud. Use when a user asks to operate Salesforce in the browser (not API), manage leads/opportunities/cases/quotes, perform setup or configuration tasks, or make Apex/LWC/Aura changes with strict confirmation and secure local credential handling.

Extract and structure publicly available B2B contact data from professional directories and listings for targeted sales prospecting and CRM enrichment.

Enterprise-grade B2B lead generation, enrichment, scoring, and outreach sequencing for AI agents. Find ideal prospects, enrich with verified data, score against your ICP, and generate personalized outreach — all autonomously.

后台系统/运营平台/销售系统的需求单操作指南。当用户提到需求单、线索管理、审核需求单，或需要登录后台/运营端/平台端（xiaonei-web）处理学校需求时，必须使用此技能。包含完整的 CAS 统一登录平台登录流程、需求单列表页和详情页操作、审核状态流转等。适用于 haoduo.vip 域名下的运营管理系统。

Apollo.io Sales Intelligence enables lead discovery, contact and company enrichment, and prospecting using a database of 210M+ contacts and 35M+ companies.

Find and qualify B2B prospects instantly. Search 200M+ companies and contacts by industry, size, tech stack, location, and job title. Get verified emails and...

ActiveCampaign CRM integration for lead management, deal tracking, and email automation. Use for syncing demo leads, managing clinic sales pipeline, and triggering follow-up sequences.

Salesforce CRM API integration with managed OAuth. Query records with SOQL, manage sObjects (Contacts, Accounts, Leads, Opportunities), and perform batch operations. Use this skill when users want to interact with Salesforce data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).

Handles sales objections with proven response frameworks

Automated lead research and enrichment for B2B sales. Finds companies matching your criteria, enriches with contact data, and generates personalized outreach messages.