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Erp Admin

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Run ERP/CRM systems with safe automation.

Software Engineering#workflow automation#permissions#crm#data migration#erp#integration troubleshooting
AuthorTravisLeeeeee
Version1.0.0
Installs0

System Documentation

What problem does it solve?

It helps you configure and operate ERP/CRM platforms reliably by turning complex administration tasks—workflow automation, migrations, and permissions—into structured, low-risk execution steps.

Core Features & Use Cases

  • ERP/CRM configuration & troubleshooting: Configure ERP and CRM modules (finance, inventory, HR, procurement; HubSpot/Salesforce/NetSuite/Odoo/SAP) and resolve integration issues.
  • Workflow automation with guardrails: Design approvals, notifications, escalations, and stage-based automations that follow business rules.
  • Data migration planning & validation: Plan field mappings, run validation checks (row counts, associations, duplicates), and execute migrations using sandbox-to-production discipline.

Use case example: You need to migrate spreadsheet leads to HubSpot and also automate a workflow when deals enter a specific pipeline stage.

Quick Start

Ask: "Set up an ERP/CRM admin plan for our ERP module changes and a HubSpot migration from spreadsheets, including validation steps and least-privilege roles."

Dependency Matrix

Required Modules

None required

Components

Standard package

đź’» Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Erp Admin
Download link: https://github.com/TravisLeeeeee/awesome-openclaw-personas/archive/main.zip#erp-admin

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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