Search, create, and update CRM records in the Xpert-native platform.
npx skills add https://github.com/xpert-ai/xpert-plugins --skill crm-xpert-ai
Please help me install this Agent Skill. Skill: crm Source: https://github.com/xpert-ai/xpert-plugins/tree/main/community/apps/crm/src/skills/crm Command: npx skills add https://github.com/xpert-ai/xpert-plugins --skill crm-xpert-ai
This Skill eliminates the tedious manual work of navigating the Xpert-native CRM interface to manage customer, contact, opportunity, task, and note records, reducing time spent on repetitive data entry and lookup tasks.
Use the crm skill to search for all open opportunities linked to the company Acme Corp and list their expected close dates and deal values.
High-intent search queries and answers about installing and using this skill.
You can search CRM records without manual interface navigation by using this Skill to retrieve full details for companies, contacts, pipeline opportunities, tasks, and notes directly. It eliminates repetitive data entry and lookup tasks by fetching structured CRM data on demand.
You can safely update CRM records because this Skill includes built-in guardrails that require fetching current record data before applying edits. This ensures existing CRM information is protected from accidental overwrites during modification.
The CRM Workbench review process automatically flags completed record changes for team review. This workflow coordination ensures alignment with team approval processes for sensitive data updates within the Xpert-native CRM platform.
CRM record management works for customer success and operations workflows requiring search, creation, update, and review of structured CRM records. It satisfies end-to-end CRM data operations across sales and operational contexts.
You can list open pipeline opportunities and deal values for a specific company by using this Skill to search and retrieve opportunity records linked to that company. It returns expected close dates and deal values without manual interface navigation.
MCERQUAManage contacts, companies, opportunities, notes, and tasks via Twenty CRM API.
aura-farmingConstruct QBR narratives from CRM data with an evidence-first approach.
myapihqManage CRM contacts and companies with lifecycle tracking and webhook ingestion.
MichaelSolatiPush researched leads to CyclSales CRM pipelines and manage contacts.
