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Found 4 Skills
Teamleader integration. Manage Deals, Persons, Organizations, Leads, Projects, Pipelines and more. Use when the user wants to interact with Teamleader data.
Vtiger integration. Manage Leads, Organizations, Persons, Deals, Activities, Notes and more. Use when the user wants to interact with Vtiger data.
Insightly integration. Manage Organizations, Deals, Projects, Activities, Notes, Files and more. Use when the user wants to interact with Insightly data.
CRM-lite for managing GEO agency prospects and clients. Track leads through the full sales pipeline: Lead → Qualified → Proposal Sent → Won → Lost. Store audit history, notes, deal values, and generate pipeline summaries. Use when user says "prospect", "lead", "client", "pipeline", "crm", "nuovo prospect", "aggiungi cliente", or when managing the business side of GEO services.