“CRM”

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…

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.

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

CRMプロジェクト（zero-color.atlassian.net）のConfluence「Postmortem」スペース配下にインシデント報告書ページをdraftで作成するスキル。ユーザーが「ポストモーテム作成」「インシデント報告書を書きたい」「create…

客户关系管理助手 - 专业的客户关系管理与客户价值最大化专家。适用场景： (1) CRM战略规划与体系设计 (2) 客户分类分级管理（RFM模型/客户分层） (3) 客户生命周期管理（获取/激活/留存/变现/推荐） (4) 客户价值分析（LTV/CLV/客户健康度） (5) 客户流失预警与挽回策略 (6)…

Govern Moonshine Capital's constrained HubSpot schema, field mapping, and custom-property budget.

Lightweight CRM inside your messaging app.

TST-CRM 프로젝트의 치과 CRM 경쟁사 분석 스킬.

Operate connected GoHighLevel CRM accounts through the NotFair MCP.

Expert patterns for HubSpot CRM integration including OAuth authentication, CRM objects, associations, batch operations, webhooks, and custom objects.

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.