AI kit · Sales
The AI kit for CRM Managers
Everything your ChatGPT, Claude or Copilot needs to work like an expert crm manager, hand-picked from our libraries and kept up to date. Add it once and just ask your AI for help. We guide you through the set-up.
AI Coach included
ChatGPT
ClaudeCCopilot
GeminiGGrokGGrok Bot
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Kimi
14 skills for crm managers
Picked from our 6,000+ skills. Know-how your AI follows step by step, so the result looks like an expert made it. Just ask for the task; your AI picks the right skill.
Defines MQL and SQL stages and the marketing-to-sales handoff, for example a 24-hour SLA before a lead is recycled.
Dedupes, segments, scores, and forecasts your CRM records, for example merging 300 duplicate contacts into 180 clean accounts.
Builds lead, deal, and sync workflows in HubSpot, Salesforce, or Pipedrive, for example auto-creating a deal when a form is submitted.
Sets scoring criteria and weights, then ranks leads, for example giving demo requests 25 points and pricing page visits 10.
10 more in the kit for members.
Get the full kit28 prompts in 8 topics
Picked from our 60,000+ prompts. Tested instructions for every task in your job. Copy, paste, done. In your kit they're one click away.
Like "Draft a CRM Deduplication Rule Set"
Like "Turn a Process Into Automation Steps"
Like "Draft a CRM Report Specification"
Like "Design Lead Routing Rules"
24 more in the kit for members.
Get the full kit12 AI agents for crm managers
Picked from our 4,000+ AI agents. An agent runs a whole task for you, every day or every month. It stops and asks you before anything important.
Clean, deduplicated lead imports with a reversible repair log.
A forecast that reflects real buyer evidence.
Relevant, permitted references for every request.
CRM records that match the signed order exactly.
8 more in the kit for members.
Get the full kit12 connections (MCP servers) for crm managers
Picked from our 4,000+ MCP servers. A connection lets your AI look things up and get work done in an app you already use. You only switch on the ones you have, and we show you how.
Connect Claude to your Bitrix24 portal so it can read and change CRM records, tasks, files and more.
Let your AI look up, add, and update records in your Odoo 19 company system for you.
Ask your AI for a plain-English business report from your Odoo data, with a verdict on how things are going.
Connect your AI to Capsule CRM so it can look up contacts, deals, projects and tasks for you.
8 more in the kit for members.
Get the full kit16 AI apps for crm managers
Picked from our 9,000+ AI apps. The AI apps worth your time in this job, so you don't have to test dozens yourself.
Streak AI automates CRM data entry, generates deal summaries, offers AI-driven suggestions, and lets you build custom pipelines without coding—streamlining your
Attio Automations streamlines GTM workflows within your CRM by integrating AI-powered automation and 20+ ready-to-use templates, enabling seamless orchestration
Bind AI connects your salesforce, Intercom, and internal databases to create conversational AI assistants that deliver fast insights and actionable answers from
Enif is an AI-driven CRM that streamlines customer engagement, handles inquiries, resolves issues, and boosts sales through effective cross-sell and upsell stra
12 more in the kit for members.
Get the full kit10 apps to build for crm managers
Picked from our 2,000+ apps to build. Small tools for your job that your AI builds for you with our step-by-step instructions. No code.
Build this to turn CRM exports into a shared report where every number links back to its source row.
Build this to assemble campaign results from email, ads, and CRM without manual copy-paste each month.
Build this to run recurring dedupe, field updates, and hygiene checks, with confirmed facts kept separate from assumptions.
Build this to keep one traceable record from a rep's question through outreach to pipeline, cutting manual re-entry.
6 more in the kit for members.
Get the full kit12 Grok Bots for crm managers
Picked from our 1,800+ Grok Bots. Ready-made helpers on Grok Bot that sort files, rename documents and keep folders tidy while you work.
Automate Salesforce CRM tasks: leads, contacts, accounts, opportunities, and SOQL queries.
Configure Odoo CRM pipelines, pricelists, and quotation templates with step-by-step instructions.
Design and optimize revenue operations, lead lifecycle, scoring, routing, and CRM automation.
Automate Zoho CRM record creation, search, update, and lead conversion via Rube MCP.
8 more in the kit for members.
Get the full kitAdd the kit to your AI
Install instructions are for members
Install the kit as a plugin, or connect it through the AI Coach. Both come with every click shown, so you don't have to work anything out.
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