🤝 CRM & Sales AI Skills

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...

Manage Attio CRM records (companies, people, deals, tasks, notes). Search, create, update records and manage deal pipelines.

Set up and automate lead scoring for HubSpot and other CRMs. Use when a user wants to score leads, define MQL/SQL criteria, build scoring matrices, configure...

Operate consensus.tools end-to-end (post jobs, create submissions, cast votes, resolve results) using either a local-first board or a hosted board (depending...

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

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

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

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).

Collect, analyze, and act on customer feedback to improve your product and business. Use when building feedback systems, running customer interviews, analyzing feature requests, measuring satisfaction (NPS, CSAT), or closing the feedback loop. Covers feedback collection methods, interview techniques, analysis frameworks, and how to decide what feedback to act on. Trigger on "customer feedback", "collect feedback", "user research", "customer interviews", "NPS", "feature requests", "feedback system".

Direct Attio CRM integration for OpenClaw with full CRUD capabilities. Query, create, update, and delete companies, people, and notes in real-time. Uses Atti...

Manage pipelines, contacts, companies, tasks, and activities in Bigin CRM using OAuth2-authenticated API for small business sales automation.

Automated lead generation assistant - finds companies, scores them, writes personalized outreach emails, and tracks pipeline.

Manage your Sophiie sales pipeline — leads, inquiries, appointments, FAQs, policies, SMS, and calls via the Sophiie REST API.

Track deals through every stage from lead to close. Manage pipeline stages, update deal status, forecast revenue, and identify bottlenecks in your sales process.

Find work or personal emails, mobile phone numbers, and verify email validity using LinkedIn URLs or names with company domains for sales outreach.

Handles sales objections with proven response frameworks

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。

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.

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.

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.

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

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

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

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