Best CRM management skills, page 7

A skill your agent uses to enforce stage definitions, next-step requirements, and data completeness across the pipeline.

gtmagents/gtm-agents

Every Clarify API operation as a typed command, plus the morning briefing, meeting prep, and pipeline analytics the autonomous CRM knows about but cannot run.

mvanhorn/printing-press-library

Drive the airbyte-agent CLI to manage Airbyte connectors, workspaces, and organizations.

Kilo-Org/kilo-marketplace

Salesforce CRM API integration with managed OAuth. An agent skill from CraftOS-dev/CraftBot.

CraftOS-dev/CraftBot

Read HubSpot contacts, companies, and deals; update deal stages and lifecycle stages; log notes and tasks through gateway-managed bearer tokens.

HybridAIOne/hybridclaw

Build a structured sales forecast framework for any business or team.

mohitagw15856/pm-claude-skills

Customer relationship management strategy — integrated framework with six pillars: customer segmentation (RFM/CLV), journey orchestration (cross-channel), CDP technology stack, loyalty-program…

asgard-ai-platform/skills

Build, edit, and deploy Salesforce Data Capture Flows (processType DataCaptureFlow) — Field Service mobile / offline forms.

forcedotcom/sf-skills

Designs service objectives for a Salesforce Field Service scheduling policy via a structured trade-off interview.

forcedotcom/sf-skills

Set up Voice to Form on Field Service Mobile end-to-end against a Salesforce org, covering both variants: Voice to Record Edit (voice-fills any record-edit screen) and Voice to Form Data Capture…

forcedotcom/sf-skills

Designs the work rules for a Salesforce Field Service scheduling policy — the hard filters that determine which resources and time slots are eligible for an appointment.

forcedotcom/sf-skills

A skill your agent uses to create, generate, or validate Salesforce Custom Setting metadata.

forcedotcom/sf-skills

Configure the "Set Up Salesforce IT Service" checklist for Microsoft Teams Employee Service (ITSM) — the employee side, covering app enablement, marketplace install guidance, user access assignment…

forcedotcom/sf-skills

A skill your agent uses when setting up marketing automation in HubSpot, Marketo, email sequences, lead scoring, and workflows.

manojbajaj95/claude-gtm-plugin

Analyze HubSpot CRM data to build a data-driven Ideal Customer Profile from closed-won deals, contacts, and companies

cognyai/claude-code-marketing-skills

Analyze HubSpot pipeline momentum — deal velocity, stage conversions, win/loss patterns, and stall detection

cognyai/claude-code-marketing-skills

Configure HubSpot CRM, workflows, lifecycle stages, lead scoring, and reporting.

criptogus/agent-evolve-network

CTO methodology for technology evaluation, architecture governance, build-vs-buy decisions, engineering metrics, technical debt quantification, and innovation pipeline management.

magnus919/hermes-profiles

ActiveCampaign CRM integration for lead management, deal tracking, and email automation.

sundial-org/awesome-openclaw-skills

Attio CRM integration for managing companies, people, deals, notes, tasks, and custom objects.

sundial-org/awesome-openclaw-skills

Deduplicate, normalize, and enrich CRM contacts and companies.

LeoYeAI/openclaw-master-skills

Deep-scan any tools you connect (CRM, email, support, reviews, analytics, billing, database) to produce a data-grounded Ideal Customer Profile and a reusable persona library.

OneWave-AI/claude-skills

Maintain the structured agentic CRM: contacts, companies, interactions, follow-ups, relationship health, and search.

grandamenium/cortextos

A skill your agent uses to set up Salesforce Field Service — Work Types, Skills, Service Territories, Operating Hours, Scheduling Policy, Work Rules, Service Objectives, Data Capture Forms, FSL…

forcedotcom/sf-skills

The entry point for building any Salesforce native mobile app on iOS or Android.

forcedotcom/sf-skills

A skill your agent uses when users need to create or configure tab-based Salesforce Custom Applications with navigation, branding, and action overrides.

forcedotcom/sf-skills

A skill your agent uses to create a Salesforce trial, developer, or Trialforce org against an already-authenticated host org, the same way a developer/Trialforce web signup form provisions one.

forcedotcom/sf-skills

A skill your agent uses when users need to create, modify, or validate Salesforce Validation Rules.

forcedotcom/sf-skills

Top-level orchestrator for setting up IT Service Management (ITSM) in Salesforce Service Cloud.

forcedotcom/sf-skills

Configures the Incident Priority Matrix for Salesforce ITSM through the sf CLI — enabling or disabling the matrix, shaping the Impact x Urgency grid that derives Priority on Incident records…

forcedotcom/sf-skills

End-to-end autopilot orchestrator for setting up Microsoft Teams integration in Salesforce Service Cloud ITSM — runs the whole flow (enable the Teams for Employee Service Go feature, register the…

forcedotcom/sf-skills

Enrich CRM records with firmographic and contact data, filling gaps in company and person profiles to improve segmentation, routing, and outreach quality.

seb1n/awesome-ai-agent-skills

A skill your agent uses when you want every sales meeting to produce its follow-through automatically: transcript pulled, outcome classified, account rescored, and a ready-to-send follow-up drafted…

swan-gtm/gtm-skills

Guidance for cloud and SaaS security posture management - combining Defender for Cloud CSPM (IaaS/PaaS) and Defender for Cloud Apps SSPM (SaaS) to assess and harden posture across cloud and SaaS apps.

vinayaklatthe/microsoft-security-skills

Sales strategy expertise for sales methodologies (MEDDIC, SPIN, Challenger), sales forecasting, account management, pipeline management, sales enablement, and revenue operations.

travisjneuman/.claude

Designs how sales quotas are derived for a team or company - top-down vs bottom-up reconciliation, ramp-adjusted capacity modeling (Ramped Rep Equivalents), over-assignment cushion…

aiskillstore/marketplace

CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization

aAAaqwq/AGI-Super-Team

Generate a phased implementation plan from a HubSpot audit report.

LeoYeAI/openclaw-master-skills