Results for “contact-management”

Generates, sends, validates, and exports AI-powered emails from the terminal, with contact, segment, tag, domain, and webhook management via the Migma CLI.

Manages legal practice data in Clio Manage via the Maton API gateway, covering matters, contacts, activities, tasks, documents, calendar entries, time entries, and billing.

Analyzes chat and call abandonment, queue patience, and what a high FCR may be hiding when abandoned contacts never become tickets.

Manages phone calls and meetings by preparing with context, capturing notes in real time, tracking commitments and follow-ups, and drafting follow-up messages, with all data stored locally.

Design personal CRM systems for networking. TRIGGERS - Use when user needs help with personal-crm related tasks.

Orchestrates the full multi-channel outreach cadence for all active leads. Tracks where each lead is, generates appropriate content, manages daily caps, handles weekends, and coordinates across email, LinkedIn, Instagram, and phone.

Automate Chmeetings operations like contact management and event scheduling through Composio's toolkit via Rube MCP.

Provides contact information and contribution guidelines for a project, including repository links and instructions for reporting errors.

Design multi-touch outbound email sequences with personalized messaging, timing cadences, and conversion-aware copy for prospecting or re-engagement. Use when the user needs a coordinated sales campaign across several touches; use email-drafting for a single message or reply.

Newsletter Management

Handle social media crises with strategic response and reputation management. Use when the user needs to manage a PR crisis, handle negative feedback storms, or protect brand reputation.

Manages Google People contacts and profiles via the gws CLI, including contact groups, other contacts, and directory people.

Manage CRM contacts, accounts, leads, opportunities, sales orders, invoices, and support cases via the Dynamics 365 Web API.

Maximize form completion rates for lead capture, contact, demo, and checkout forms through field audits, layout recommendations, and A/B test ideas.

Personal CRM built on monday.com. Tracks contacts, last interactions, next meetings, and topics. Runs daily to update from Calendar + email. Delivers pre-meeting briefings as part of morning-briefing. Use when: someone asks about a contact, before a meeting, or during daily CRM sync.

Track key contacts who change jobs and draft warm outreach to movers at ICP companies

Design personal CRM systems for networking. TRIGGERS - Use when user needs help with personal-crm related tasks.

Manage Binding entities — scoped, temporal, many-to-many relationships between v2 entity surfaces. Use when a relationship needs scope, time, or its own attributes — e.g. 'Alice is the tech lead for project X from Jan to June' or 'the security gate applies to this release WorkItem only on the main branch'.

Provides a catalog of sales prompts covering pipeline management, prospecting, closing, proposals, objections, retention, and sales intelligence, with behavioral frameworks like SPIN, Challenger, and MEDDIC.

When the user wants to optimize any form that is NOT signup/registration — including lead capture forms, contact forms, demo request forms, application forms, survey forms, or checkout forms. Also use when the user mentions "form optimization," "lead form conversions," "form friction," "form fields," "form completion rate," or "contact form." For signup/registration forms, see signup-flow-cro. For popups containing forms, see popup-cro.

Manages Keap CRM data through the Maton API gateway with OAuth, covering contacts, companies, tags, tasks, orders, opportunities, and campaigns.

Send personalized cold email sequences via Gmail (self-managed loop), track replies, schedule follow-ups, and route booked meetings to Calendly. Runs daily on cron schedule.

Calendar management and scheduling. Create events, manage meetings, and sync across calendar providers.

Turn "which leads should I work?" into a lead-by-lead work plan. Per-lead status (never-touched, engaged-not-replied, gone-cold, hot), days-dark per lead, last-touch quality, a re-engagement ranker, and a recommended next action for every lead. Built for SDRs and full-cycle reps, customizable to your CRM and your outreach tool. Trigger on "which leads should I work?", "who haven't I touched?", "show me cold leads", "hot leads to follow up on", "who's gone dark?", "re-engagement candidates", or any lead-level work-assignment question.

Design account-based marketing strategies with targeting. TRIGGERS - Use when user needs help with abm-strategy related tasks.

Use to review how call recordings are notified, stored, accessed, redacted and deleted, including the parts that differ from text conversations. Trigger for "review our call recording practices", "do we need to tell customers we're recording", "who can listen to our calls", recording retention, card details spoken on a call, or a request for a customer's own recording.

CEO/Dispatcher. Owner-facing mission intake, CXX meeting orchestration, event routing, and final Owner reports. Trigger with /goal, /submission, /hot-fix, /ceo.

Drafts and sequences internal change-management communications (re-orgs, layoffs, policy changes) using ADKAR and Kotter models, producing announcement text, FAQ, manager talking points, and a touchpoint calendar.

Lead customer success with retention strategies, health scoring, expansion revenue, and lifecycle management.

Manages and analyzes Ably real-time messaging resources, covering channels, presence, connections, usage analytics, and account health via REST and Control APIs.