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Found 255 Skills
Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'.
Nectar CRM integration. Manage Persons, Organizations, Deals, Leads, Activities, Notes and more. Use when the user wants to interact with Nectar CRM data.
Use when syncing contacts or lists to HubSpot CRM. Automatically uses HUBSPOT_API_TOKEN from environment.
Use to enforce stage definitions, next-step requirements, and data completeness across the pipeline.
Uses MCP Connectors to read Gmail inbound leads, score them by ICP fit, draft personalized responses, and log qualified leads to your CRM. Turns your inbox into an automated pipeline.
Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts, or all.
Presales Itinerary Management: Create, modify, delete, complete, and query presales itineraries, supporting AI parsing of natural language input.
Lime CRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with Lime CRM data.
PipelineCRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with PipelineCRM data.
Parse sales input and create business records. Ask for supplementary information if any details are missing, and must confirm with the user before submission.
Attio CRM operations for companies, contacts, and notes management. Use this skill when interacting with Attio CRM, searching companies, creating contacts, adding notes, or managing deal records. Triggers on CRM operations, company lookup, contact management, or Attio-related requests.
Capsule CRM integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Capsule CRM data.