CRM Operations

Browse CRM Operations agent skills in Sales and compare related workflows, tools, and use cases.

6 skills
A
lead-intelligence

by affaan-m

lead-intelligence is an AI lead intelligence workflow for Lead Research, scoring prospects, finding warm paths, and drafting outreach. Use the lead-intelligence skill to build a ranked lead list, assess fit, and turn research into email, LinkedIn, or X outreach with less guesswork.

Lead Research
Favorites 0GitHub 156.2k
A
customer-billing-ops

by affaan-m

customer-billing-ops helps with real customer billing work: subscriptions, refunds, churn triage, billing-portal recovery, and plan analysis using connected billing tools like Stripe. Use it for Customer Success, support, billing ops, or founders who need the safest next action, not generic billing theory.

Customer Success
Favorites 0GitHub 156.1k
G
gws-people

by googleworkspace

gws-people is the Google People API skill in googleworkspace/cli for managing contacts, contact groups, and profile records from the command line. It fits CRM Operations and admin automation when you need repeatable gws-people usage instead of manual API lookup.

CRM Operations
Favorites 0GitHub 25.5k
C
revops

by coreyhaines31

The revops skill helps agents design and optimize revenue operations, including lead lifecycle management, scoring, routing, and CRM automation. Use revops to define lifecycle stages, build scoring models, set routing rules, and implement automation workflows in HubSpot, Salesforce, or mixed stacks. Ideal for RevOps managers, CRM admins, and GTM leaders needing practical frameworks and reference files for CRM operations. Install via parent repo and follow the guide for best results.

CRM Operations
Favorites 0GitHub 17.3k
E
subscription-lifecycle

by Eronred

subscription-lifecycle helps Product Management and growth teams optimize the full subscription journey from trial start through conversion, renewal, cancellation recovery, and win-back. Use this subscription-lifecycle guide when you need stage-based metrics, practical actions, and clear guidance for weak trial conversion, churn, dunning, or reactivation.

Product Management
Favorites 0GitHub 1.2k
A
klaviyo

by alinaqi

The klaviyo skill helps with Klaviyo email/SMS marketing tasks: customer profiles, event tracking, segmentation, campaigns, and flows. Use this klaviyo guide when you need implementation-ready Klaviyo usage, better prompt structure, and practical setup context for Klaviyo for Email Campaigns.

Email Campaigns
Favorites 0GitHub 607
CRM Operations agent skills