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insites-crm

Official

Effortless INSITES CRM: find, update, log.

Marketing & Sales#api#logging#crm#activities#contacts#companies#insites
Authorcombinate-me
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Teams can quickly locate contacts and companies in INSITES CRM, keep records up to date, and associate emails as activities with the correct records.

Core Features & Use Cases

  • Quick search and retrieval of contacts and companies from INSITES CRM.
  • Add or update contacts and companies, ensuring data accuracy and consistency.
  • Log emails and other activities as history on the related CRM records.

Quick Start

Start by searching for a contact or company to view details and related activities, then log subsequent emails as new activities.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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: insites-crm
Download link: https://github.com/combinate-me/Executive-Assistant/archive/main.zip#insites-crm

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