Crm
Personal CRM for managing contacts, relationships, and follow-ups using markdown files
共 416 条已上架资产
Personal CRM for managing contacts, relationships, and follow-ups using markdown files
提供CRM管理的可落地指南与SOP
SkillHub 技能
基于 SQLite(WAL 模式)的本地优先 CRM,通过命令行界面管理线索、交易、跟进和销售管道
WeeklyCrm报告专用技能,帮助AI Agent高效完成相关任务
用 OCRmyPDF 为扫描版 PDF 添加可搜索文字层,依赖系统 tesseract 无重 ML
Personal CRM and relationship graph for OpenClaw
用 lowdb 的 LocalStorage 预设做轻量本地 JSON 库,适合 CRM 草稿与收藏
Agent Skills for revenue operations: CRM data governance, pipeline and funnel management, lead routing and scoring, deal…
# CRM Data Governance Build and run field-level governance for a CRM
处理通话记录或文字稿——提取行动项、起草后续邮件、生成内部摘要
检查与某供应商在所有关联系统(包括合同生命周期管理(CLM)、客户关系管理(CRM)、电子邮件和文档存储)中的现有协议状态,并进行差距分析和即将到期的截止日期提醒
Agent Skills for revenue operations: CRM data governance, pipeline and funnel management, lead routing and scoring, deal…
Agent Skills for revenue operations: CRM data governance, pipeline and funnel management, lead routing and scoring, deal…
将财务规划引擎与顾问技术栈集成——实现规划工具、客户关系管理(CRM)系统、投资组合管理系统(PMS)、托管机构及数据聚合平台之间的数据流动;资本市场监管假设(CMA)的治理与同步;规划方案到投资政策声明(IPS)再到模型配置的关联;以及在…
查询 Windsor
一天的收尾节拍——每通电话都已处理或明确跳过,CRM 系统已更新,承诺事项已记录,明天最重要的三项任务已准备就绪
Agent Skills for revenue operations: CRM data governance, pipeline and funnel management, lead routing and scoring, deal…
Agent Skills for revenue operations: CRM data governance, pipeline and funnel management, lead routing and scoring, deal…
回填 CRM 记录中的空白字段,避免因字段为空而导致路由、评分和区域分配失败,由 Cargo 提供支持