Skills and MCP tagged “crm”

competitive-intelligence official anthropics skill Gathers competitor data from your CRM, emails and web sources, shows how to win against them in a specific deal, and tracks win/loss patterns across your pipeline. Built for sales teams who need competitive context before a call. Claude Code CX Codex Cursor +1 4,500installs account-research official anthropics skill Researches target prospect companies, checks fit against your ICP, and cross-references CRM records before outreach. Claude Code CX Codex Cursor +1 3,400installs draft-outreach official anthropics skill Draft personalized outreach emails or multi-touch sequences, create them for review, and add contacts to a sales sequence when requested. Claude Code CX Codex Cursor +1 3,300installs daily-briefing official anthropics skill Builds a morning rundown with today’s meetings, account context, closing-soon opportunities, stale flags, waiting customer emails, and top actions. Claude Code CX Codex Cursor +1 3,200installs customer-research official anthropics skill Researches customer topics across internal documents, CRMs, team chats, and web sources. Generates a structured brief with confidence scores and source attribution. Claude Code CX Codex Cursor +1 3,100installs forecast official anthropics skill Generates commit, best-case, and risk narratives for forecast reviews or manager 1:1s using live CRM data or pipeline exports. Claude Code CX Codex Cursor +1 3,000installs contact-research official anthropics skill Retrieves enriched contact profiles from Common Room by email, social handle, or name. Helps assess buyer engagement and uncover relevant conversation starters. Claude Code CX Codex Cursor +1 2,900installs call-summary official anthropics skill Turns a call transcript or notes into a customer follow-up draft, an internal summary, and proposed CRM updates. Claude Code CX Codex Cursor +1 2,900installs create-an-asset official anthropics skill This skill assembles decks, one-pagers and leave-behinds from account data, call notes and approved materials without invented numbers. Works in Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI and OpenCode. Claude Code CX Codex Cursor +1 2,900installs pipeline-review official anthropics skill Evaluates stage-by-stage pipeline health, aging deals, and coverage from CRM records or file exports. Handy for weekly sales reviews. Claude Code CX Codex Cursor +1 2,800installs vendor-check official anthropics skill Skill checks vendor agreements across CLM, CRM, email, and document storage in one report, flags missing contracts and expiration dates. Use when onboarding a vendor or renewing an agreement. Claude Code CX Codex Cursor +1 2,800installs build-zoom-phone-integration official anthropics skill Reference skill for Zoom Phone integration: OAuth, REST API, webhooks, Smart Embed, URI schemes, and CRM/CTI bindings. Use after routing to a phone workflow. Claude Code CX Codex Cursor +1 2,100installs deal-sourcing official anthropics skill A skill that finds target companies for PE sourcing, checks CRM and email history for prior contact, and drafts personalized outreach to founders. Automates the three-step pipeline in a few prompts. Claude Code CX Codex Cursor +1 981installs lead-triage official anthropics skill Scores inbound leads against ICP criteria, ranks lead backlogs, and suggests the next action. Works with connected CRMs or plain pasted tables. Claude Code CX Codex Cursor +1 1,700installs salesforce-developer https://github.com/Jeffallan skill Writes Apex classes, builds Lightning Web Components, optimizes SOQL queries, and sets up batch processing on Salesforce. Enforces governor limits and bulkifies code. Claude Code CX Codex Cursor +1 4,300installs customer-success-manager VoltAgent Community subagent Evaluates account health, tracks churn risks, and identifies upsell opportunities. Useful for subscription businesses managing onboarding, renewals, and quarterly reviews. Claude Code 483installs