CRM Operations Pack
Make the pipeline report mean something, then keep it that way.
Seven premium skills for the CRM layer: the full audit to remediation plan, reversible dedupe, recurring enrichment refresh, deal attribution with evidence, expansion signal monitoring, lifecycle design, and win loss analysis. CRM neutral throughout. Four free companion skills accompany them in the public catalog.
Free companion skills for this pack are open source on GitHub. Most premium skills are on a weekly review cycle. Fixes and improvements ship as updates, and buyers receive release notes by email.
Works with every agent that reads SKILL.md — Claude Code, Cursor, Codex CLI, Gemini CLI, GitHub Copilot, Windsurf, OpenClaw, and more.
One payment, lifetime access. 7 skills unlock instantly in your library.
What's included
7 skillsA full CRM audit that ends in a prioritized remediation plan, not a findings list.
Deduplication with a reversible dry run and a survivorship table before any merge.
A recurring enrichment job that keeps CRM data fresh and flags meaningful account changes.
Traces closed won deals back to their real source with evidence.
Watches existing customers for the external signals that precede expansion or churn.
Designs lifecycle stages and pipeline mapping that reporting can actually stand on.
Win loss where every loss reason must carry evidence.
See it in action
CRM Audit
Example session with this skill installed
Our HubSpot instance is a mess. We need to trust our 'Sales Velocity' and 'Pipeline by Source' reports. Audit the deals and contacts objects.
- Read your context and instructions
- Compiled the crm audit
CRM Audit Summary
Critical Gaps:
- 'Original Source' missing on 22% of Deals ($45k attributed pipeline at risk).
- 412 Duplicate Contacts (Match Key: Email).
Remediation Plan (Ordered by ROI):
- Map Source field to Deal (2h effort | High Value)
--- STOP LINE: Lower ROI below ---
How to use
Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs these skills for you. If a payment is needed, your agent shows it to you first.
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