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Found 144 Skills
Parse sales input and create business records. Ask for supplementary information if any details are missing, and must confirm with the user before submission.
Presales Itinerary Management: Create, modify, delete, complete, and query presales itineraries, supporting AI parsing of natural language input.
Attio CRM operations for companies, contacts, and notes management. Use this skill when interacting with Attio CRM, searching companies, creating contacts, adding notes, or managing deal records. Triggers on CRM operations, company lookup, contact management, or Attio-related requests.
SugarCRM integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with SugarCRM data.
CRM integration patterns for Close CRM, HubSpot, and Salesforce. Use when: Close CRM, HubSpot, Salesforce, CRM API, lead sync, deal sync, activity logging, CRM webhook, pipeline automation, contact enrichment.
Use this skill when configuring CRM workflows, managing sales pipelines, building forecasting models, or optimizing CRM data hygiene. Triggers on Salesforce, HubSpot, CRM workflows, pipeline management, deal stages, forecasting, CRM automation, and any task requiring CRM architecture or process optimization.
Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'.
NoCRM.io integration. Manage Leads, Persons, Organizations, Activities, Notes, Files and more. Use when the user wants to interact with NoCRM.io data.
NetHunt CRM integration. Manage Leads, Persons, Organizations, Deals, Pipelines, Activities and more. Use when the user wants to interact with NetHunt CRM data.
Lime CRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with Lime CRM data.
Nectar CRM integration. Manage Persons, Organizations, Deals, Leads, Activities, Notes and more. Use when the user wants to interact with Nectar CRM data.
Workbooks CRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with Workbooks CRM data.