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THE COLLECTION / AI for CRM

Methods for AI for CRM.

Explore the methods in this collection, see what each skill covers and choose where to start.

Explore the 17 skills Get the pack
17 skills in this collectionOriginal methods and associated resourcesFree download with an account

WHAT IS INSIDE

The methods.
One by one.

Open a skill to see what it covers. Its individual page explains the method and the available download formats.

A pack is a collection of skills. A practice example helps you apply a method; it does not replace the skills themselves. Some tasks require external tools, access and your review.

17 skills in this collection

activecampaign-automationAutomate ActiveCampaign tasks via Rube MCP (Composio): manage contacts, tags, list subscriptions, automation enrollment, and tasks. Always search tools first for current schemas.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/transversal/ag-activecampaign-automation/SKILL.md

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automation-rules-builderConstruye reglas de automatización para el CRM que ejecutan acciones automáticas cuando se cumplen condiciones definidas.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/crm/skills/automation-rules-builder/SKILL.md

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client-reportingGenerar informes mensuales de cliente combinando datos de múltiples plataformas (Google Ads, Meta Ads, GA4, Search Console, GTM). Incluye métricas de rendimiento, recomendaciones y próximos pasos. Triggers: informe mensual, report cliente, reporte de campanhas, dashboard cliente, reporte google ads, resumen mensual, informe de rendimiento.

A method included in the original pack

skills/transversal/client-reporting/SKILL.md

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crm-adminAdminister and manage CRM data — contacts, companies, deals, pipelines, tags, and custom fields. Supports common CRM platforms via API.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/transversal/crm-admin/SKILL.md

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crm-setup-automationAutomatiza la configuración inicial de un CRM: creación de campos, pipeline por defecto, roles de usuario y plantillas.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/crm/skills/crm-setup-automation/SKILL.md

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customer-successHabilidades para funciones de Customer Success, onboarding, retención y PLG.

A method included in the original pack

skills/transversal/customer-success/SKILL.md

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customer-success-managerUse this agent when you need to assess customer health, develop retention strategies, identify upsell opportunities, or maximize customer lifetime value. Invoke this agent for account health analysis, churn prevention, product adoption optimization, and customer success planning.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/transversal/volt-customer-success-manager/SKILL.md

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dashboard-configuratorConfigura dashboards personalizados en el CRM para visualizar métricas clave de ventas y seguimiento de oportunidades.

A method included in the original pack

skills/verticals/crm/skills/dashboard-configurator/SKILL.md

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data-import-cleanerImporta y limpia datos de contactos en el CRM, deduplicando registros y estandarizando formatos de campos.

A method included in the original pack

skills/verticals/crm/skills/data-import-cleaner/SKILL.md

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email-sequence-builderCrea secuencias automatizadas de emails para nurturing de leads, onboarding de clientes o reengagement de inactivos.

A method included in the original pack

skills/verticals/crm/skills/email-sequence-builder/SKILL.md

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hubspot-automationAutomate HubSpot CRM operations (contacts, companies, deals, tickets, properties) via Rube MCP using Composio integration.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/transversal/ag-hubspot-automation/SKILL.md

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integrations-managerGestiona integraciones del CRM con otras herramientas: email, calendario, facturación, redes sociales y APIs de terceros.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/verticals/crm/skills/integrations-manager/SKILL.md

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lead-qualifierCalifica y prioriza leads de ventas usando criterios BANT (Budget, Authority, Need, Timeline). Ideal cuando se reciben prospectos, se revisan listas de leads, se qualification calls o se necesita decidir a quién contactar primero. Se activa con phrases como "calificar lead", "evaluar prospecto", "priorizar ventas" o "BANT analysis".

A method included in the original pack

skills/transversal/lead-qualifier/SKILL.md

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lead-scoring-modelBuild and maintain lead scoring models — define behavioral and demographic scoring criteria, integrate with CRM, and align sales and marketing on qualified lead definitions.

A method included in the original pack

Tools and access
Using this method may require compatible tools, a connected account and authorisation. The skill does not provide those integrations or carry out external actions by itself.

skills/transversal/marketing-agency/skills/lead-scoring-model/SKILL.md

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onboarding-clientChecklist completo de onboarding para nuevos clientes de la agencia: acceso a plataformas, configuración inicial, primer meeting, setting de expectativas. Triggers: onboarding cliente, nuevo cliente, setup cliente, alta cliente, primera reunión cliente, configurar cuenta nuevo cliente.

A method included in the original pack

skills/transversal/onboarding-client/SKILL.md

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pipeline-builderDiseña pipelines de ventas personalizados que reflejan el proceso real de venta, con etapas, probabilidades y acciones por etapa.

A method included in the original pack

skills/verticals/crm/skills/pipeline-builder/SKILL.md

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reporting-setupConfigura informes y reportes automatizados en el CRM para seguimiento de KPIs de ventas y rendimiento del equipo.

A method included in the original pack

skills/verticals/crm/skills/reporting-setup/SKILL.md

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THE COMPLETE COLLECTION

Your next task.
A method to begin.

Download the AI for CRM pack and choose the skills that fit the task you need to tackle.

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ZIP · Version 1.0.1 · 80.3 KB · Free with your account

What you download

  • 17 skill methods from this collection.
  • Their original instructions and associated resources, where included.
  • A pack to explore: select and install the skills your tool supports.

The pack is not a single ready-made installation for every platform. Instructions and available formats are explained in the guides and individual skill pages.

Find your platform guide

SOURCE AND SCOPE

SkillsBundle brings together methods with different authors and licences. Check the source, licence and requirements of each resource before applying it. The method helps you organise the work; you provide the context and review the result.

Terms and licences