Agent Skills·Tag ·crm
Tag · 1,063 skills

Agent skills tagged crm

1,063 SKILL.md skills tagged crm — the most complete ones are below, all usable across Hermes, Cursor, Codex, Gemini CLI, OpenCode, Claude Code and 30+ more agents.

Browse all 1,063 crm skills →

Data
servicegraph
The branded entry point to ServiceGraph — use whenever the user explicitly names ServiceGraph: "use ServiceGraph to…", "what datasets does ServiceGraph have", "search ServiceGraph …
claude-codecodexcursorgemini-cliservicegraphcontactsdatasets
Web
steedos-builtin-objects
Steedos platform built-in objects reference (~93 objects). TRIGGER: lookup/master_detail field referencing built-in object; built-in object names, fields, relationships; core entit…
claude-codecodexcursorgemini-clisteedoscrmobjects
Automation
integration-zoho-crm
Connect Zoho CRM (leads, contacts, deals, accounts across standard and custom modules) to a self-hosted Hermes Agent over SSH. Uses Zoho's first-party hosted MCP (URL-embedded secr…
claude-codecodexcursorgemini-clizohocrmmcp
Automation
integration-salesforce
Connect Salesforce (enterprise CRM) to a self-hosted Hermes Agent over SSH. Path A — first-party hosted MCP (OAuth + PKCE, requires browser consent). Path B — headless REST via Cli…
claude-codecodexcursorgemini-clisalesforcecrmoauth
Automation
pp-tribe-crm
Every Tribe CRM feature, plus an offline SQLite cache, OData passthrough, and pipeline/aging/since views the web UI... Trigger phrases: `tribe`, `tribe crm`, `klant aanmaken in tri…
claude-codecodexcursorgemini-clicrmtribeodata
Automation
highlevel
Connect your AI assistant to GoHighLevel CRM via the official API v2. Manage contacts, conversations, calendars, pipelines, invoices, payments, workflows, and 30+ endpoint groups t…
claude-codecodexcursorgemini-cligohighlevelcrmapi
Business
sumble-account-research
Guides sellers through account research and prospecting on Sumble MCP by first clarifying goals—specific account or brainstorm—and deliverable type (sequences, plans, decks, or cal…
claude-codecodexcursorgemini-clisalesprospectingaccount-research
Business
quotes-and-quote-templates
Configure standard Salesforce Quotes, customize quote templates for PDF generation, email quotes to customers, sync quotes to opportunity products, or set up discount approval work…
claude-codecodexcursorgemini-clitool:salesforcesalesforcequotes
Business
key-relationship-health
Monitors the health of the executive's most important relationships — key customers, partners, advisors, and senior hires — based on email engagement patterns, sentiment, and open …
claude-codecodexcursorgemini-clicrmrelationshipsemail-analysis
DevOps
erp-crm-cutover-protocol
Guides Dynamics 365 ERP/CRM cutover through mock migration, data reconciliation, runbook execution, rollback testing, and Success by Design gate approval before go-live. Coordinate…
claude-codecodexcursorgemini-clidynamics-365erpcrm
General
sales-gohighlevel
Integrates with GoHighLevel (HighLevel) via v2 REST API and 50+ webhooks for CRM, pipelines, funnels, messaging, workflows, calendars, payments, and SaaS-mode sub-accounts. Support…
claude-codecodexcursorgemini-clitype:integrationcrmhighlevel
General
sales-sponsy
Integrates Sponsy for newsletter sponsorship workflows: ad inventory calendar, sponsor CRM, advertiser portals, automated reporting, and workflow automation. Use when spreadsheet m…
claude-codecodexcursorgemini-clitype:integrationnewsletterssponsorship
Business
client-offer-history
Reconstructs complete offer history for a specific client from email—every offer made, pricing, property, outcomes, and feedback received. Use to brief clients on past activity or …
claude-codecodexcursorgemini-cliemailcrmreal-estate
Web
hubspot-agency-multi-portal
Manage 10-100 HubSpot portals for agency clients with credential isolation, per-portal audit trails for billing and compliance, and bulk onboarding workflows. Use for onboarding ne…
claude-codecodexcursorgemini-clitool:hubspottype:audithubspot
Automation
outreachmagic
Syncs outreach events, replies, and lead attributes from Smartlead, Instantly, Heyreach, and other platforms into a local SQLite database for agent querying. Supports pipeline view…
claude-codecodexcursorgemini-cliawesome-hermes-agentproductiontype:debug
Automation
whatsapp-voice
Transcribe WhatsApp voice messages using local Whisper CLI. Use when: owner or contact sends an audio/ogg voice message. Combines Whisper transcription + CRM update + task creation…
claude-codecodexcursorgemini-cliwhatsappwhispertranscription
Design
admin-pulse-crm
Clean SaaS admin UI: light slate canvas, sky-blue accents, subtle borders, rounded cards. Sidebar workspace switcher, topbar search/filters, KPI tiles with sparklines, stage-progre…
claude-codecodexcursorgemini-cliadmin-uicrmdashboard
Business
closecrm-enrich-manual-lead-recruiting
Enriches a manually created Close CRM lead (company with open role) for recruiting outreach: discovers all employees via company site, LinkedIn, and web; adds decision-makers as co…
claude-codecodexcursorgemini-clicrmrecruitinglead-enrichment
Research
tech-stack-snapshot
Generates a technographic snapshot for companies by pulling CRM, marketing, sales, analytics, and data tools from ZoomInfo. Groups products by category, flags integration opportuni…
claude-codecodexcursorgemini-clitype:integrationtechnographicscrm
Business
sales-bizdev-agent
AI sales and business development agent that manages lead pipelines, prepares outreach messages, tracks deals, updates CRM data, and produces weekly pipeline reports. Use when aske…
claude-codecodexcursorgemini-clisalescrmlead-generation
General
autotask-api
Integrates with the Autotask REST API in JUICT projects. Handles Azure Key Vault auth with env-var fallback, zone-aware base URLs, verified endpoints, and common pitfalls when quer…
claude-codecodexcursorgemini-clirestazurekey-vault
Business
sales-buzzabout
Optimizes Buzzabout usage for social listening by surfacing audience pain points, trends, and competitor strategies when credits are limited or results lack depth. Supports REST AP…
claude-codecodexcursorgemini-clisocial-listeningairest-api
Productivity
contacts-event
Tracks complex multi-party disputes or evolving situations for a contact by building a layered event dossier and cause-and-effect chronology. Uses five-layer tagging to separate fi…
claude-codecodexcursorgemini-clicrmeventschronology
Business
biz-crm-strategy
Strategic CRM framework covering segmentation (RFM/CLV), journey orchestration, CDP architecture, loyalty programs, B2B key-account management, and governance—applicable to VIP des…
claude-codecodexcursorgemini-clitype:integrationcrmsegmentation
Automation
rarefriend-skills
Cross-agent skills for Rarefriend personal CRM — search contacts, LinkedIn network, Google Calendar, Google Contacts, Microsoft Outlook email and calendar. Requires Rarefriend MCP.…
claude-codecodexcursorgemini-cliai:geminicrmlinkedin
Business
usell-sales-workflow
Proactive sales agent for Usell that handles inbound lead messages and re-engages stalled pipeline contacts after 24h of inactivity. Detects intent, applies stage-appropriate techn…
claude-codecodexcursorgemini-clisalescrmwhatsapp
Business
odoo-crm
Connects to self-hosted Odoo Community through JSON-RPC for CRM tasks like lead creation, activity logging, and contact searches, plus draft invoice creation (never posting without…
claude-codecodexcursorgemini-clitype:auditodoocrm
Automation
whmcs-mcp
Manages WHMCS operations including clients, billing, tickets, services, domains, orders, projects, and CRM leads. Supports complex admin tasks such as status changes, product confi…
claude-codecodexcursorgemini-cliwhmcsbillingcrm
Web
sales-waitlister
Integrates with Waitlister's waitlist platform for hosted landing pages, points-based referrals, email broadcasts, REST API, and HMAC-signed webhooks. Supports plan selection, sign…
claude-codecodexcursorgemini-cliwaitlisterwaitlistwebhooks
Business
sumble-account-scoring
Builds a self-contained Python + HTML/JS account-scoring web app from Sumble and CRM data. Interviews for ICP, generates ranked lists with real-time re-weighting, category filters,…
claude-codecodexcursorgemini-clilang:pythonpythonscoring
Web
products-and-pricebooks
Configures Salesforce product catalog and pricing: creates Product2 records, sets up Standard and custom Pricebooks, manages PricebookEntry records, enables multi-currency pricing,…
claude-codecodexcursorgemini-clitool:salesforcesalesforceproducts
Automation
aireadylife-social-op-monthly-sync
Full social data sync on the 1st of each month. Reviews all relationship health scores, identifies who needs a check-in, and updates the outreach queue for the month. Triggers: "so…
claude-codecodexcursorgemini-clitype:reviewsocialcrm
Productivity
daily-crm-brief
Generates a morning CRM briefing by merging pipeline-tracker and hypothesis-ledger data into a concise snapshot: hot leads, overdue follow-ups, and copy-paste-ready email drafts, e…
claude-codecodexcursorgemini-clilang:pythontype:reviewcrm
Automation
people
Sync Apple Contacts to Notion 'People' database. Track last_contacted, relationship_strength, recent_topics, next_nudge_due. Foundation for relationship intelligence including birt…
claude-codecodexcursorgemini-clinotionapple-contactscrm
Automation
aireadylife-social-op-relationship-review
Monthly relationship health check that reviews contact recency, flags relationships going cold, and generates a prioritized outreach queue. Triggers: "relationship review", "who sh…
claude-codecodexcursorgemini-clitype:reviewsocialcrm
Security
datenschutz-crm-arbeitsrecht
Manages GDPR-compliant data processing in franchise systems: joint controller agreements under Art. 26, processor contracts under Art. 28, accountability duties, and penalty risk a…
claude-codecodexcursorgemini-cligdprcrmfranchise
Business
first-sales-process-builder
Designs and documents the first repeatable sales process from prospecting through close. Use when building an initial pipeline, defining stages, or creating a consistent sales meth…
claude-codecodexcursorgemini-clisalespipelineprocess
Automation
hubspot-lifecycle-and-lists
Audit and manage HubSpot lifecycle stages and list segmentation while preserving CRM data integrity. Handles stage progression guards, list criteria drift, orphan detection, lead-s…
claude-codecodexcursorgemini-clitool:hubspottype:audithubspot
Business
consumer-goods-cloud-setup
Configure Consumer Goods Cloud for visit execution, retail execution, route planning, in-store task management, compliance checks, off-shelf detection, and image recognition. Not f…
claude-codecodexcursorgemini-clisalesforceretailfield-service
Business
closing-deals
Manages the complete client lifecycle from initial sales through partnerships and success, applying structured qualification, provider oversight, and expansion playbooks for calls,…
claude-codecodexcursorgemini-clisalesdealsclient-lifecycle
Business
d365-sales-revenue-operations
Reviews Dynamics 365 Sales operations including pipeline management, forecasting, lead qualification, and CRM hygiene. Identifies trust gaps, forecast issues, and revenue leakage w…
claude-codecodexcursorgemini-clitype:reviewdynamics-365sales
General
beweis-sicherung
Helps sales agents and business owners preserve evidence for commission disputes by securing contracts, invoices, emails, CRM data, and correspondence, including independent eviden…
claude-codecodexcursorgemini-clievidencecommission-disputescrm
Business
sales-ops
Manages sales pipelines, accounts, renewals, deal desk, RFPs, partner CRMs, and forecasting in Airtable. Builds AI-enriched outbound and vertical CRM stacks across real estate, mor…
claude-codecodexcursorgemini-clitool:airtablesalescrm
Business
vibe-prospecting
Turn any agent into a prospecting engine: pull company and contact data, roles, tech stacks, business signals, and intent from 150M+ companies and 800M+ professionals across 50+ so…
claude-codecodexcursorgemini-clisalesleadsprospecting
Business
win-loss
Analyzes CRM exports and meeting history to segment won versus lost deals, identify patterns across six dimensions, and generate a winning-customer persona plus disqualifying red f…
claude-codecodexcursorgemini-clicrmsalesanalysis
Productivity
customer-folder-manager
Lightweight local CRM that stores customer records in Excel and uses per-customer folders for contracts, invoices, and attachments. Supports setup, add/update/archive operations, f…
claude-codecodexcursorgemini-clicrmexcelfolders
Data
voyage-context-enricher
Enriches customer-touch events from scribes (Granola, Slack, HubSpot) with voyage context at event time: voyage_id, vessel, route, phase, deal state, and speaker role. Emits enrich…
claude-codecodexcursorgemini-clitool:hubspottool:slackevent-enrichment
General
sales-keap
Integrates with Keap (formerly Infusionsoft) for CRM, marketing automation, sales pipelines, invoicing, and REST API access. Supports troubleshooting automations, webhook setups, c…
claude-codecodexcursorgemini-clitype:integrationcrmkeap
Business
fsc-referral-management
Configures and troubleshoots referral flows in FSC: maps referral types via custom metadata, routes via assignment rules on Expressed Interest, tracks referrer scores, and manages …
claude-codecodexcursorgemini-clisalesforcefscreferrals
Automation
linkedin-growth
Two-phase LinkedIn pipeline that imports leads from searches or filters, qualifies them via ICP, stores in SQLite with round-robin assignment, then schedules connection invites and…
claude-codecodexcursorgemini-clilinkedinleadssqlite
Business
b2b-kundendaten-datenbank-insolvenz-als
Analyzes database creator rights (§§ 87a-87e UrhG) and trade secrets law for CRM exports by departing employees. Covers infringement elements, labor sanctions, injunctions, and GDP…
claude-codecodexcursorgemini-cligerman-lawdata-protectioncrm
Web
hubspot-advanced-troubleshooting
Debug complex HubSpot API issues with systematic isolation and evidence collection. Use when standard troubleshooting fails, investigating intermittent CRM errors, or preparing evi…
claude-codecodexcursorgemini-clitool:hubspothubspotcrm
Business
sales-and-revenue-operations
Sales and revenue operations covering team building, compensation design, ICP definition, buyer personas, pipeline management, and RevOps strategy. Activates on sales strategy, lea…
claude-codecodexcursorgemini-clirevopspipelinecompensation
Web
hubspot-api
Access HubSpot CRM API for deals, contacts, companies, and engagements. Covers PAT auth, deal pipeline queries, contact search, and Supabase ingest. Query CRM data, check deal stat…
claude-codecodexcursorgemini-clicloud:supabasetool:hubspothubspot
Automation
atlas-crm-automator
Manages Atlas CRM workflows including lead scoring, follow-up sequencing, pipeline monitoring, and proposal automation. Returns a prioritized action list on sales triggers like pip…
claude-codecodexcursorgemini-clicrmsalesworkflow
Data
crm-data-cleaner
Standardizes and deduplicates CRM contacts and companies across Salesforce, HubSpot, Pipedrive, or CSV exports. Audits data quality and enriches records using external sources via …
claude-codecodexcursorgemini-clitool:hubspottool:salesforcetype:audit
Productivity
pipeline-dashboard
Tracks leads, pitches, win probabilities, fees, capacity, and conflicts for managing partners and COOs at mid-sized professional services firms, with role-specific queries, KPIs, a…
claude-codecodexcursorgemini-clidashboardpipelinekpi
Security
crm-und-datenschutz
Evaluates GDPR and § 88 HGB data-protection obligations for CRM systems in commercial sales: customer data handling by agents, controller/processor roles, data return duties at con…
claude-codecodexcursorgemini-cligdprcrmhgb
Web
hubspot-architecture-variants
Choose and implement HubSpot integration architecture for different scales. Use when designing new integrations, selecting embedded/service/gateway patterns, or planning architectu…
claude-codecodexcursorgemini-clitool:hubspottype:integrationhubspot
Business
managing-marketing-ops
Activates when CRM data is unreliable, lead routing is manual, marketing tools are fragmented, or SOPs and handoff processes are missing—restoring operational infrastructure so oth…
claude-codecodexcursorgemini-climarketingcrmlead-routing

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