“CRM”

Use EZR CRM MCP tools for brand-side CRM operations, including member insight, segmentation, consumer export, coupon analysis, order export, mall analytics…

Import data from staging to master CRM with validation

Use for CRM audits, duplicate detection, missing or stale fields, job changes, domain checks, acquisitions, parent-child relationships, repair plans…

CRM Assistant delivers practical business output with market context, metrics, stakeholder clarity, and execution focus.

Use when the user works with CRM contacts, deals, pipeline stages, lead lifecycle, contact 360, CSV import, or sales automation on AgentStack.

Run a recurring cleanup on new and changed CRM records so the database stops degrading between audits.

Study a live Dynamics 365 / Dataverse environment end-to-end and produce one ARCHITECTURE.md — pull every customization to disk (solutions, entities, forms…

Debugging CRM objects not showing entries despite data existing in database

Apollo.io CRM configuration — object model, key fields, data hygiene rules, and how to use it correctly

Normalize Moonshine Capital form submissions, Gmail threads, calls, SMS, screenshots, CRM notes, and web research into an evidence-labeled internal CRM note.

Design a personal CRM: contact metadata, interaction logs, follow-up reminders and relationship strength.

Connect CRM actions to a measured sales workflow.

Process Moonshine Capital funding, affiliate, or partner intake from Gmail into HubSpot, Notion, and the Master CRM Sheet with evidence-backed enrichment…

Use this skill when the user wants to use CordysCRM for 🔥 Cordys CRM 是新一代开源 AI CRM 系统，融合信息化、数字化与智能化，为私有化部署而生。.

Workflow biquotidien GitHub -> CRM Dynamics 365 pour saisir le temps d'Eric, preparer la journee, analyser les commits des repos surveilles, trouver les trous…

Use whenever the user mentions the CRM or wants to find someone's record — "crm", "check the crm", "is X in the crm", "look up X", "pull up X", "find X", "X's…

Uses MCP Connectors to read Gmail inbound leads, score them by ICP fit, draft personalized responses, and log qualified leads to your CRM.

Coordinate opportunities and customer records across multiple CRMs while preserving attribution, visibility, commissions, and governance.

Reconcile Moonshine Capital operational state across Gmail, HubSpot, Notion, and the Master CRM Sheet.

Audit and safely improve Moonshine Capital CRM record quality, duplicates, associations, stale work, and reconciliation backlog.

Cruza Deals "Won" no CRM (HubSpot/Pipedrive/etc) com receitas lançadas no ERP.

Enrich CRM using internal fields for name, phone, email.

Manage DuckDB CRM data, aggressive relation-linked fields, and synced markdown documents in the workspace.

Automate Capsule CRM tasks via Rube MCP (Composio): contacts, opportunities, cases, tasks, and pipeline management.