“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.

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

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.

Сканирует CRM на зависшие сделки, дубли контактов и незаполненные поля, затем чинит то, что собственник одобрил.

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

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

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…

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.

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

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…

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.