Sales Workflow Helper
Prep for calls, track deals, and draft outreach using your CRM and email.
by anthropics · ★ 32,564 on GitHub
What it does
Pulls information from your CRM, email, calendar, and chat to help you prepare for sales calls, review your pipeline, and write forecasts. It can update records, draft emails, and book meetings when you ask.
Who it’s for
A good fit for salespeople, consultants and founders who sell.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Install it as a plugin. Plugins are installed from a plugin marketplace inside Claude, so there is no file to download. See the step-by-step guide.
Safety note
Connects to your CRM, email, and calendar and can update records or send messages.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
Apache-2.0