manage-my-crm

What problem does it solve?

This Skill helps you keep your CRM accurate and actionable by handling hygiene checks, read-only pipeline questions, lead routing, and follow-up task creation—while preventing unintended writes.

Core Features & Use Cases

• CRM hygiene without risky writes: Detects duplicate contacts, missing required fields, and deal stage mismatches, then proposes a per-row diff list for approval.
• Read-first pipeline insights: Converts natural-language questions into read-only CRM queries and returns both the answer and what was run.
• Routing with guardrails: Assigns GREEN leads to owners, moves YELLOW leads to a nurture queue, and drops RED leads based on your playbook—mutating only with explicit per-row approval.
• Follow-up task queuing: Creates next-step tasks in a connected task tool and logs where it was queued.

Quick Start

Ask: "route my leads using my current playbook" to run a routing pass and prepare approved owner changes.