“CRM”

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

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

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

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

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

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

Pipeline de vendas para hotéis: lead → qualificado → proposta → negociação → fechado/perdido

Use when the user wants a last30days-style pre-research pass in Deepline: discover the critical public, private, CRM, workflow, social, and web data sources…

Set up Attio for B2B SaaS GTM — programmable CRM, custom objects, workflow automation, enrichment integration, and real-time collaboration.

Delete contacts with no email address from a HubSpot CRM instance.

Set up HubSpot for B2B SaaS GTM — CRM configuration, deal pipelines, lifecycle stages, marketing automation, sequences, reporting dashboards, and enrichment…

Build production-grade Clay enrichment workflows — table architecture, waterfall configuration, Claygent AI research, Sculptor table building, CRM push with…

Build API-first enrichment pipelines — provider selection, batching, retries, rate limits, idempotency, webhooks, cost tracking, and CRM writes.

Build n8n workflows for GTM automation — triggers, webhook-to-enrichment-to-CRM pipelines, error handling, Clay export replacement for complex cases.

Set up proactive GTM alert systems — CRM pipeline alerts, buying signal notifications, Slack/email routing, risk scoring.

Strategic B2B gifting — John Ruhlin Giftology, Sendoso/Alyce/Reachdesk platforms, buyer gifting compliance, ABM tier budgets, gifting sequences, and CRM…

스마트스토어 리뷰 엑셀을 넣으면 '환불·CS 대상'과 '칭찬 대상'으로 자동 분류하고, 경영진용 월간 CRM 리포트를 뽑는 채널.

Answers business questions about the user's own spreadsheet or data export (CSV, TSV, XLSX from a CRM, Shopify, Stripe, QuickBooks, ad platforms, HR or…

Meeting ingestion pipeline v3 with calendar triangulation, CRM enrichment, org classification, quality gates, HITL queue, and canonical S-shape generation.

AI自动化服务平台 — 一站式业务自动化（智能客服+知识库+报表+采集+审批+CRM+内容分发）

Set up, audit, verify, or fix website conversion tracking.

Run a full, read-only HubSpot portal audit covering both the marketing and sales sides: database, deliverability, engagement, owners, pipelines, deal quality…

Configure Model Context Protocol servers for GTM workflows — server selection, tool scope, permissions, guardrails, observability, and multi-tool orchestration.

Set up Salesforce for B2B SaaS GTM — object model, opportunity pipelines, lead management, reports and dashboards, automation (Flows), and enrichment…