crm-sales-momentum — Claude Code skill: CRM analysis
This skill reviews deal movement in HubSpot, Pipedrive, and Upsales, covering velocity, stage changes, win/loss signals, and stalled pipeline items.
npx skills add cognyai/claude-code-marketing-skills --skill crm-sales-momentum -a claude-codeWhat crm-sales-momentum does
crm-sales-momentum connects to a CRM through Cogny MCP and examines pipeline movement across stages. It covers deal velocity, conversion between stages, time spent in a stage, win/loss patterns, and deals that have stopped progressing. Segment comparisons are included.
The skill supports full, velocity, stalls, and segments modes. HubSpot provides the richest stage history, while Pipedrive and Upsales answer the same core questions with narrower data. When several CRMs are connected, their results must stay separate rather than being combined across pipelines or currencies.
A Cogny Agent subscription costs $9/mo, and one of HubSpot, Pipedrive, or Upsales must be connected. The analysis cannot run without access through Cogny MCP.
What it helps with
- measure how quickly deals move through stages
- spot opportunities that have stalled
- compare wins and losses across segments
- identify deal traits linked to outcomes
Example prompts for the agent
- Run a full pipeline review with
/crm-sales-momentum. - Check deal velocity and stage timing using
/crm-sales-momentum velocity. - Find stalled opportunities with
/crm-sales-momentum stalls, then compare segment outcomes with/crm-sales-momentum segments.
How to install crm-sales-momentum
1Skills CLI (Vercel)
npx skills add cognyai/claude-code-marketing-skills --skill crm-sales-momentum -a claude-code2Manually: put the files in place
~/.claude/skills/crm-sales-momentum/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/crm-sales-momentum/
1Skills CLI (Vercel)
npx skills add cognyai/claude-code-marketing-skills --skill crm-sales-momentum -a codex2Manually: put the files in place
.agents/skills/crm-sales-momentum/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add cognyai/claude-code-marketing-skills --skill crm-sales-momentum -a cursor2Manually: put the files in place
.cursor/skills/crm-sales-momentum/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install cognyai/claude-code-marketing-skills crm-sales-momentum2Manually: put the files in place
.github/skills/crm-sales-momentum/SKILL.md1Skills CLI (Vercel)
npx skills add cognyai/claude-code-marketing-skills --skill crm-sales-momentum -a gemini-cli2Platform CLI
gemini skills install https://github.com/cognyai/claude-code-marketing-skills --path skills/crm-sales-momentumManually: put the files in place
.devin/skills/crm-sales-momentum/SKILL.mdThe legacy .windsurf/skills/ path still works
Skills CLI (Vercel)
npx skills add cognyai/claude-code-marketing-skills --skill crm-sales-momentum -a opencodeClaude.ai
Zip the folder and upload it in Settings → Capabilities → Skills
Step by step, with commands for each platform: How to install skills in Claude Code: five ways
Questions about crm-sales-momentum
How do I install crm-sales-momentum in Claude Code?
Run npx skills add cognyai/claude-code-marketing-skills --skill crm-sales-momentum -a claude-code, then check ~/.claude/skills/crm-sales-momentum/SKILL.md.
What does crm-sales-momentum do?
It examines deal velocity, stage conversion, time in stage, win/loss patterns, segment differences, and stalled CRM opportunities.
Which CRMs does the skill support?
It works with HubSpot, Pipedrive, and Upsales through Cogny MCP. Connections are read-only, and stage-history detail differs between the three systems.
