Sales

Sales helps with the whole sales day: prospecting, call prep, follow up, deal strategy, pipeline and forecasting. Every skill works standalone with web search and your uploads, and gets supercharged when you connect your CRM, email, calendar, chat and call recorder.

Use /call-summary to turn a call transcript into a follow up email, next steps and CRM updates. Use /deal-review to find what is really blocking a deal, then /close-plan to build a mutual action plan with the customer. Use /pipeline-review to flag stalled deals and missing next steps, and /forecast to write your commit, best case and pipeline narrative.

The plugin's skills activate automatically when relevant: daily briefings with today's meetings and deals at risk, call prep with account history and discovery questions, account research and stakeholder maps, inbox sweeps that draft replies in your voice, customer health and renewal prep, and win loss and competitive insights.

Connect Salesforce, HubSpot, Microsoft 365, Gmail, Google Calendar, Slack, Gong, Zoom, Clay, Apollo and more. When a rep asks, Claude updates records, drafts or sends email, posts to Slack and books meetings, all within each connector's permissions. Or work standalone by uploading exports and pasting notes.