CRM
190 skills in Business > CRM
bitrix
Bitrix24 REST API via curl. Use this skill to manage CRM (leads, deals, contacts), tasks, and users.
activecampaign-email-marketing
Create, manage, and optimize email campaigns for Laguna Beach Tennis Academy using ActiveCampaign. Use when Claude needs to: (1) Create email campaigns for program launches, camps, or events, (2) Build automation workflows and nurture sequences, (3) Manage contact lists and segmentation, (4) Design luxury-branded email templates following LBTA brand guidelines, (5) Set up triggered emails for registrations or trials, (6) Analyze campaign performance or optimize email strategy.
astro-architecture
Technical architecture for Astro lead generation websites. Use when setting up new projects, configuring build tools, or establishing project foundations. For images use astro-images skill. For SEO use astro-seo skill.
architecture-refactor
Analyze and refactor backend code to follow entity/service separation patterns. Use when asked to "refactor X to entity pattern", "analyze architecture for X", "extract business rules for X", "separate concerns for X", "create entity for X", or "clean up X service". Triggers on domain concepts like deals, leads, applications, locations, franchisees, etc.
hubspot-list-contacts
List contacts from HubSpot CRM. Load when user says 'list contacts', 'show contacts', 'get contacts', 'hubspot contacts'. Returns paginated contact list with email, name, phone, company.
hubspot-list-companies
List companies from HubSpot CRM. Load when user says 'list companies', 'show companies', 'get companies', 'hubspot companies'. Returns paginated company list.
hubspot-log-call
Log a call engagement in HubSpot CRM. Load when user says 'log call', 'record call', 'add call', 'call made'. Requires title, optional body and duration.
hubspot-update-contact
Update an existing contact in HubSpot CRM. Load when user says 'update contact', 'edit contact', 'modify contact', 'change contact'. Requires contact ID.
gmail-intelligence
Transform Gmail into a business intelligence system for MTL Craft Cocktails. Answer questions about emails, detect leads, draft responses, and track client communications with context about the cocktail catering business.
sales-call-scorer
Sales coaching CRM with call analysis, coaching effectiveness tracking, and ICP intelligence. Uses 3 Whys methodology (Why Buy Anything, Why Buy Us, Why Buy Now) to score calls and track evidence from Organization, Champion, and Sponsor perspectives. Tracks coaching given, application attempts, and ROI. Builds ICP hypotheses from deal data. Use when: analyzing transcripts, scoring calls, managing client/account/deal hierarchy, tracking coaching effectiveness, generating ROI reports, analyzing ICP fit, or publishing documents. Commands: /analyze, /score, /publish, /sync, /status, /track-coaching, /roi, /icp-analyze.
salesforce-well-architected-framework
This skill should be used when the user asks to "design a package", "architect a solution", "check well architected", "validate against well architected framework", "review architecture", or mentions any of the five pillars (Trusted, Easy, Adaptable, Composable, Connected). Provides comprehensive guidance for designing Salesforce managed packages following the Well Architected Framework.
schema-patterns
Schema.org structured data patterns for lead gen sites. LocalBusiness, FAQ, HowTo, Service, Review, BreadcrumbList. Rich snippets for better SERP visibility.
launch-gtm-execution
Master go-to-market strategy, launch planning and execution, sales enablement, and marketing campaigns. Execute successful product launches.
footer-configuration
Configure footer navigation links for SEO completeness. Sets up all pages (Homepage, Services, About, Contact, Impressum, Datenschutz) in organized groups. Dynamically finds footer*.tsx component. Updates i18n with all footer keys.
enterprise-sales
Эксперт по enterprise продажам. Используй для сложных B2B сделок, buying committee и strategic accounts.
hubspot-list-notes
List note engagements from HubSpot CRM. Load when user says 'list notes', 'show notes', 'note history', 'hubspot notes'. Returns logged note records.
hubspot-connect
Connect to HubSpot CRM for contact, company, deal, and engagement management. Load when user mentions 'hubspot', 'crm', 'contacts', 'companies', 'deals', 'list contacts', 'create contact', 'search deals', or any HubSpot CRM operations. Meta-skill that validates config, discovers CRM objects, and routes to appropriate operations.
sales-operations
Эксперт Sales Ops. Используй для процессов продаж, CRM, forecasting и sales analytics.
revenue-operations-intelligence
Revenue operations intelligence for sales/marketing/CS leaders managing E-rate seasonal patterns, customer health scoring, proposal automation, and marketing content generation in K-12 rural broadband market
marketing-demand-acquisition
Multi-channel demand generation, paid media optimization, SEO strategy, and partnership programs for Series A+ startups. Includes CAC calculator, channel playbooks, HubSpot integration, and international expansion tactics. Use when planning demand generation campaigns, optimizing paid media, building SEO strategies, establishing partnerships, or when user mentions demand gen, paid ads, LinkedIn ads, Google ads, CAC, acquisition, lead generation, or pipeline generation.