“CRM”

Bare /crm shortcut for the CRM plugin — looks up a person or organization in the CRM index.

Local mini-CRM (contacts, interactions, relances/follow-ups) avec stockage SQLite, commandes CLI `crm`, statuts de relance…

CRM — Gestion du temps et comptes rendus Dynamics 365.

Operate Jarvis local CRM in SQLite (`workspace/crm/pcrm.sqlite`) for contacts, interactions, reminders, and follow-ups.

Use when the user looks up, creates, or updates a Sqyre client, request, project, or client history.

Zoho CRM API integration with managed OAuth.

Use Close CRM data to research leads, review pipeline and activity, prepare follow-ups, and safely create or update CRM records.

Search, view, update, and merge contacts in the local CRM

Sync contacts and deals with a connected CRM, deduped, approval-gated.

Use this skill when configuring CRM workflows, managing sales pipelines, building forecasting models, or optimizing CRM data hygiene.

Cleans up CRM data from HubSpot, Salesforce, Pipedrive, Zoho, Close, Attio, or any CRM CSV export.

CRM'de aynı e-posta adresli kişiler, eksik kayıt alanları ve uzun süre güncellenmemiş fırsatlar için inceleme listesi oluşturma.

Reconcile a call transcript against current CRM records and propose allowlisted field updates, each traced to a verbatim transcript quote, with the write left…

Use when the user wants CRM quality scoring and audit findings, including "CRM health check", "audit my CRM", "how complete are my files", "dossier quality"…

Frappe CRM guidance for leads, deals, contacts, organizations, pipelines, activities, assignment, dashboards, and sales workflows.

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

CRM-лидов VIP BIKE текстом в чат оператору: список лидов, горячие, в фокусе, QR-ждёт, полная карточка лида (контакты, аренды, задачи, verification), воронка…

Держит CRM в актуальном состоянии без того, чтобы собственник её открывал: создаёт и обновляет контакты и сделки из контекста переписки и календаря, заносит…

Analyze CRM pipeline momentum (HubSpot, Pipedrive or Upsales) — deal velocity, stage conversions, win/loss patterns, and stall detection

Configure CRM systems for GTM — lifecycle stages, deal stages, field ownership, enrichment sync, dedupe, required fields, and reporting.

Guidelines for investigating production incidents in the CRM application.

Listar empresas, contatos e oportunidades do CRM self-hosted

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

Consultar leads del CRM de SIF Agent — filtrar por ciudad, score, estado, vertical, o texto libre