📋 CRM & Pipeline AI Skills

Find US local businesses to sell to (dentists, plumbers, HVAC, salons, law firms...) by category and place, with a checked email graded A/B/C, a contact name when the email shows one, phone, a website proven by the business's own phone number, socials and buying signals (no website, booking tool, payment system, hiring). $0.03 per lead over x402, no account, no API key.

Complete Salesforce CRM integration for real-time data access, lead management, opportunity tracking, duplicate detection, and bulk operations. One-click OAu...

Finds law firms and legal practices via Google Search using apidojo's Google Search Scraper on Apify. Triggers when the user asks to: find law firms for sales outreach, discover legal practices in a specific city, build a list of attorneys or law offices via Google, find personal injury or corporate law firms for vendor prospecting, search for law firms by specialty and location, identify solo practitioners or large law offices, or compile a law firm contact list from Google results. Returns firm name, website URL, and Google snippet per result. Ideal for LegalTech SaaS vendors, legal software providers, and B2B service companies targeting law firms.

连接 OKKI（小满）CRM 系统，支持查询客户、创建跟进记录、管理订单等操作。频道限定触发。

Manage contacts, companies, products, tags, documents, brands, automations, team members, organization data, block plugin records, and operation plugin recor...

Autonomous pipeline generating TikTok videos simulating real Argentine brands with a final AI reveal by Morfeo Labs, posted as drafts 4 times daily.

一键安装 HK3 CRM 客户管理系统（Bursa Malaysia 保健品公司专用）

Search, manage, and organize your contact network via the Clay CLI.

Generate a phased implementation plan from a HubSpot audit report. Creates prioritized, sequenced cleanup processes with effort estimates, dependencies, and...

Query Salesforce data and manage sales pipelines using the `sf` CLI. Use for SOQL queries (simple to complex), opportunity pipeline analysis, forecast reporting, data exports, schema exploration, and CRM data operations. Also use for executive workflows like looking up deals by name, finding contact info to email prospects, preparing pipeline reviews, and cross-referencing CRM data with other tools. Triggers on Salesforce, SOQL, pipeline, opportunity, forecast, CRM data, deal lookup, prospect email, account info, or sf CLI questions.

noCRM.io (nocrm.io). Use this skill for ANY noCRM.io request — reading, creating, updating, and deleting data. Whenever a task involves noCRM.io, use this skill instead of calling the API directly.

CRM-lite for managing GEO agency prospects and clients. Track leads through the full sales pipeline: Lead → Qualified → Proposal Sent → Won → Lost. Store audit history, notes, deal values, and generate pipeline summaries. Use when user says "prospect", "lead", "client", "pipeline", "crm", "nuovo prospect", "aggiungi cliente", or when managing the business side of GEO services.

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。

Provide consistent status updates and concise summaries after each action.

CRM线索同步助手。当员工要求同步线索到CRM系统时触发，或查询已同步/未同步的项目、项目管理、拜访记录时触发。核心职责：查询沉淀的拜访分析数据 → AI整理结构化线索 → 用户确认 → 同步至CRM。Invoke when user says '同步CRM'、'录入CRM'、'查看未同步'、'已同步的项目'、'...

Work with Microsoft Dynamics 365 CRM records, accounts, contacts, leads, opportunities, and activities - powered by ClawLink.

Safely connects Gmail, Calendar, Drive, Atlassian (Jira/Confluence), Notion, GitHub, Salesforce, and dozens of other enterprise tools via a single MCP endpoi...

Zoho CRM Connector: Zoho CRM: search and retrieve leads, contacts, accounts, deals. Use when an agent needs zoho crm connector, automated lead qualification...

Run a complete cold email outreach campaign — from sourcing leads to handling replies. Covers ICP definition, lead sourcing strategy, email sequence construc...

Deterministic memory/context pipeline with semantic retrieval checks, compression/lint, safe fallback, and memory watchdog.

Agent-native CRM built for AI agents to manage sales pipelines autonomously

Omie ERP integration via API. Manage clients, products, orders, invoices (NF-e), financials (contas a receber/pagar), and stock. Use when users ask about ERP...

Create and manage expenses on Splitwise. Use this skill when the user wants to log a new expense, split a bill, or check their Splitwise balance.

Create CompleteTech LLC customer success and account management artifacts for agentic development clients, including account profiles, contact maps, approved...