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THE AGENSI STORE
5 skills found
Turn a CRM export or live HubSpot/Salesforce/Pipedrive sync into an executive-ready pipeline report: a 12-month weighted forecast with three scenarios, win/loss themes pulled from deal notes, data-quality flags, and a board-ready PDF. Can run weekly and email itself to stakeholders.
Turn a messy CRM CSV export into a clean sales pipeline report: weighted forecast by stage, rep performance, and a close-date outlook, with column headers auto-mapped (ARR to Amount, AE to Owner) so inconsistent exports still work. The single-report version; for 12-month forecasting, CRM sync, and PDF, see Pipeline Reporter Pro.
Generate personalized multi-step cold email sequences from a lead CSV: a Day 1/3/7 cadence per prospect, A/B subject lines, and a 100-point spam-risk check that rewrites risky copy to protect deliverability. Exports CRM-ready for HubSpot or Salesforce. Built for batches, not one email at a time.
Deploy a production-ready AI chat widget that qualifies web leads and syncs them to your CRM via n8n.
Automate Mailtrap marketing contact management, bulk imports, and audience segmentation via API.