The All-in-One AI Plugin for CRM Managers

Skills for crm managers 17

• agency revopsDefines MQL and SQL stages and the marketing-to-sales handoff, for example a 24-hour SLA before a lead is recycled.
• crm optimization assistantDedupes, segments, scores, and forecasts your CRM records, for example merging 300 duplicate contacts into 180 clean accounts.
• office crm automationBuilds lead, deal, and sync workflows in HubSpot, Salesforce, or Pipedrive, for example auto-creating a deal when a form is submitted.
• lead scoring strategistSets scoring criteria and weights, then ranks leads, for example giving demo requests 25 points and pricing page visits 10.
• crm data interpretation assistantTurns CRM figures into ranked leads, funnel breakdowns, and forecasts, for example showing where 60 percent of deals stall.
• data validation assistantChecks formats, duplicates, and completeness before you import, for example catching 40 phone numbers saved in the wrong field.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 28

• Data Hygiene & Standards3 prompts, like Draft a CRM Deduplication Rule Set
• Workflow & Automation Setup3 prompts, like Turn a Process Into Automation Steps
• Reports & Dashboards3 prompts, like Draft a CRM Report Specification
• Lead Routing & Scoring5 prompts, like Design Lead Routing Rules
• Permissions & User Roles3 prompts, like Build a CRM Permission Matrix
• Integrations & Data Mapping4 prompts, like Map Data Fields Between Systems
• Training & User Adoption3 prompts, like Draft a CRM Training Guide

Apps you can build with AI 4

• Evidence-backed data analysis and reporting workspaceBuild this to turn CRM exports into a shared report where every number links back to its source row. Demo included.
• Multi-source marketing evidence reporting workspaceBuild this to assemble campaign results from email, ads, and CRM without manual copy-paste each month. Demo included.
• CRM maintenance serviceBuild this to run recurring dedupe, field updates, and hygiene checks, with confirmed facts kept separate from assumptions. Demo included.
• Sales data and pipeline coordination portalBuild this to keep one traceable record from a rep's question through outreach to pipeline, cutting manual re-entry. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Marketing Lead Data Repair Agent". Each one also has a guided set-up with sample data on its page.

• Marketing Lead Data Repair AgentClean, deduplicated lead imports with a reversible repair log.
• Dormant Deal Evidence Refresh AgentA forecast that reflects real buyer evidence.
• Sales Reference Matching AgentRelevant, permitted references for every request.
• Sales Contract Data Handoff AgentCRM records that match the signed order exactly.
• Sales Territory Record Quality AgentEvery account assigned by the territory rules.
• Address Standardization AgentA clean address file where each address is verified or flagged, with duplicates found
• Automation Run Failure Recovery AgentFind failed runs quickly, fix the cause, and bring the affected records to the right state
• Role and Permission Test AgentShow that every role sees and does exactly what the access matrix says
• Client Change Request Impact AgentDeliver client changes without side effects and with an accurate estimate
• Customer Data Consent and Preference Sync AgentConsent and preferences match in every system, with unresolved records listed.
• Partner Lead Handoff Quality AgentEvery lead passed to a partner gets a documented first contact and next step on time
• Sales Process Stage Audit AgentEvery open deal sits in a stage it has earned, so forecasts are honest

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Bitrix24 MCP serverConnect Claude to your Bitrix24 portal so it can read and change CRM records, tasks, files and more.
• Odoo 19 MCP serverLet your AI look up, add, and update records in your Odoo 19 company system for you.
• Odoo Pulse MCP serverAsk your AI for a plain-English business report from your Odoo data, with a verdict on how things are going.
• Capsule CRM MCP serverConnect your AI to Capsule CRM so it can look up contacts, deals, projects and tasks for you.
• Dataverse MCP serverLets your AI read and change records in Microsoft Dataverse for you, safely.
• Odoo MCP serverLet your AI look up, add, and update records in your Odoo business system just by asking.
• Attio MCP serverLet your AI read your Attio company records and notes, and write new notes for you.
• Infobip MCP serverLets your AI send SMS, WhatsApp, Viber and email messages and check delivery through your Infobip account. Official. No install needed.
• Vruum MCP serverLets your AI research prospects, draft outreach, track deals, and check revenue inside your Vruum account. Official. No install needed.
• AstroFabric MCP serverAsk your AI to build verified company and contact lists, enrich them, and deliver them to your tools. Official. No install needed.
• S.C.A.L.A. MCP serverLet your AI search 250M+ companies and run your CRM, invoices, bookings and business reports.
• Method CRM MCP serverLets your AI look up, add, and update records in your Method CRM account for you.

Your Grok Bot team 12

• Salesforce AutomationAutomate Salesforce CRM tasks: leads, contacts, accounts, opportunities, and SOQL queries.
• Odoo Sales Crm ExpertConfigure Odoo CRM pipelines, pricelists, and quotation templates with step-by-step instructions.
• RevopsDesign and optimize revenue operations, lead lifecycle, scoring, routing, and CRM automation.
• Zoho Crm AutomationAutomate Zoho CRM record creation, search, update, and lead conversion via Rube MCP.
• Hubspot AutomationAutomate HubSpot CRM operations via Rube MCP and Composio integration.
• Pipedrive AutomationAutomate Pipedrive CRM deals, contacts, activities, and notes via Rube MCP.
• Close AutomationAutomate Close CRM: create leads, log calls, send SMS, manage tasks and notes.
• Activecampaign AutomationAutomate ActiveCampaign contacts, tags, lists, automations, and tasks via Rube MCP.
• Customer Segmentation Insights AssistantTurns customer data into segments, insights, and actions for Customer Success Managers.
• Customer Report GeneratorGenerates, customizes, and tracks customer reports from data collection to delivery.
• Lead Research AssistantFinds and prioritizes companies that match your ideal customer profile for sales outreach.
• Prospecting botResearches accounts and builds outreach lists using CRM data and public content.