# crm-sales-momentum

This skill reviews deal movement in HubSpot, Pipedrive, and Upsales, covering velocity, stage changes, win/loss signals, and stalled pipeline items.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · ★ 111
- Author: Cogny AI
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/cognyai/claude-code-marketing-skills/tree/HEAD/skills/crm-sales-momentum/SKILL.md
- Updated: 2026-10-12
- HTML: https://affpapa.org/en/nevibecode/skills/crm-sales-momentum

## What it 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.

## Requirements
- Works with: HubSpot

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add cognyai/claude-code-marketing-skills --skill crm-sales-momentum -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/crm-sales-momentum/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/crm-sales-momentum/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add cognyai/claude-code-marketing-skills --skill crm-sales-momentum -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/crm-sales-momentum/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add cognyai/claude-code-marketing-skills --skill crm-sales-momentum -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/crm-sales-momentum/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install cognyai/claude-code-marketing-skills crm-sales-momentum
```

2. **Manually: put the files in place**
- File: `.github/skills/crm-sales-momentum/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add cognyai/claude-code-marketing-skills --skill crm-sales-momentum -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/cognyai/claude-code-marketing-skills --path skills/crm-sales-momentum
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/crm-sales-momentum/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add cognyai/claude-code-marketing-skills --skill crm-sales-momentum -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/cognyai/claude-code-marketing-skills/tree/HEAD/skills/crm-sales-momentum/SKILL.md

## When to use it
- 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
- 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`.

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From the same set: [cognyai/claude-code-marketing-skills](https://affpapa.org/en/nevibecode/by/cognyai/claude-code-marketing-skills.md) — 38 cards

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md