Results for “personal-crm”

Reads BA and TechLead artifacts to produce a sprint plan, task breakdown, and story point estimates, creating one tracked todo per sprint task for live pipeline tracking.

Generates and delivers all outreach for OUTREACH_READY leads. Automated delivery via Chrome DevTools MCP -- email, LinkedIn, Instagram. Gig leads auto-applied on platform. No approval gates.

CRM integration patterns for Close CRM, HubSpot, and Salesforce. Use when: Close CRM, HubSpot, Salesforce, CRM API, lead sync, deal sync, activity logging, CRM webhook, pipeline automation, contact enrichment.

Turn "what's happening with this account?" into a structured read straight from your CRM. A real-activity audit across every source, a qualification-vs-stage gap check, a one-screen account summary, and a risk verdict on the deal. Built for any sales team, customizable to your CRM and your sales process. Trigger on "analyze this account", "what's happening with this deal", "is this opp healthy", "what's stuck in my pipeline", "deal autopsy on this closed-lost", "where am I missing qualification coverage", "prep me for this account", or any account, opp, or pipeline diagnostic.

Plans sprints, breaks user stories into tasks, and estimates story points from BA and TechLead artifacts, producing sprint plan, task breakdown, and story point files.