🗂️CRM Workflows Skills
Browse the best CRM Workflows skills for Claude Code, Codex, Cursor and other AI agents.
115 skills · Page 2 of 5
deal-quality-model
★ 31Scoring system for opportunity hygiene, win likelihood, and inspection prioritization.
pql-framework
★ 31Methodology for defining product-qualified lead (PQL) signals, scoring, and routing.
lifecycle-mapping
★ 31Use when designing automation programs aligned to lifecycle stages, SLAs, and GTM objectives.
personalization-logic
★ 31Use when defining dynamic content rules, tokens, and conditional offers inside nurture programs.
suppression-logic
★ 31Use to define guardrails that pause signal-driven plays when accounts are risky, saturated, or in-flight elsewhere.
segmentation
★ 31Use when designing filters, suppression logic, and personalization cohorts for campaigns or automations.
identity-resolution
★ 31Use to match accounts, contacts, and opportunities across enrichment sources with governed rules.
account-tiering
★ 31Use when defining ABM tiers, scoring logic, and coverage rules.
client
★ 27Manage client relationships. USE WHEN user asks about clients, follow-ups, client emails, or who needs attention.
marketing-email-automation
★ 24Email marketing automation - workflow design, platform setup (HubSpot, Klaviyo, Mailchimp), nurture sequences, lifecycle emails, and deliverability.
pipeline-health-analyzer
★ 24Analyze pipeline health, identify stalled deals, predict close probability, and suggest actions to move deals forward. Improves forecast accuracy and prevents revenue leakage. Use when deals get stuck or forecast accuracy is poor.
deal-review-framework
★ 24Structured deal assessment using MEDDIC, BANT. Risk scoring, required evidence by stage, red flag detection, coaching points.
deal-momentum-analyzer
★ 24Score deal velocity based on email response times, meeting frequency, and stakeholder engagement. Predict which deals will close vs stall.
sf-data
★ 17Salesforce data operations expert with 130-point scoring. Use when writing SOQL queries, creating test data, performing bulk data operations, or importing/exporting data via sf CLI.
streak
★ 8Gmail-integrated CRM for managing pipelines, deals (boxes), contacts, and email threads
sales-operations
★ 5Эксперт Sales Ops. Используй для процессов продаж, CRM, forecasting и sales analytics.
bel-crm-db
★ 5Uses the mcp postgresql to read and write crm relevant data to the crm database: Its about: sales_opportunity (Verkaufschancen) person (Kontaktperson im Unternehmen) company_site (Ein Standort eines Unternehmens) event (Aktivität, TODO, ... insgesamt bilden die Aktivitäten die Historie und die Zukunft von company_site, person und sales_opportunity ab) data_files (Dateien: PDFs, Bilder, E-Mail-Anhänge, Office-Dokumente - verknüpft mit CRM-Entitäten)
powerful-framework
★ 5Applies the POWERFUL deal qualification framework to analyze sales opportunities. Use this skill when qualifying deals, assessing opportunity strength, identifying gaps in deal intelligence, or coaching sales teams on deal execution.
gmail-intelligence
★ 5Transform 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.
data-cloud-2025
★ 4Salesforce Data Cloud integration patterns and architecture (2025)
agentforce-2025
★ 4Salesforce Agentforce AI agents and autonomous automation (2025)
flow-orchestrator-2025
★ 4Salesforce Flow Orchestrator multi-user automation best practices (2025)
sales-and-crm-management
★ 3Complete sales funnel design, B2B sales playbook, CRM setup, and customer success management. Use when building sales processes or reducing churn.
journey
★ 3Creates CDP journey definitions in YAML using `tdx journey` commands. Covers journey stages, steps (wait, activation, decision_point, ab_test, merge, jump, end), entry/exit criteria, goals, embedded segments, and versioning. Use when building customer journey orchestration workflows or managing journey YAML files.