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Found 8 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.
GoHighLevel integration. Manage Organizations. Use when the user wants to interact with GoHighLevel data.
1CRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with 1CRM data.
Veloxy platform help — Salesforce-native field sales enablement with predictive intelligence, geolocation route planning, email tracking, and mobile CRM. Use when configuring Veloxy for a field sales team, Veloxy emails stopped sending or email sync breaking, Veloxy geolocation not showing nearby leads, Veloxy mobile app crashing or lead status not updating, comparing Veloxy to Scratchpad or Weflow or Badger Maps for Salesforce field reps, Veloxy Lite drip campaigns not triggering, or evaluating field sales software for outside reps on Salesforce. Do NOT use for conversation intelligence or meeting recording (use /sales-note-taker) or general CRM selection (use /sales-crm-selection).
Streak integration. Manage Persons, Organizations, Deals, Pipelines, Users, Roles. Use when the user wants to interact with Streak data.