2 use cases that work with CRM, a system system.
Agents connect to CRM to read and write the data their job needs.
2 use cases in this library work with CRM, across Prospecting / Outbound, Enablement. The first ones to look at: A five-person sales team's agent for inbound triage, briefs, notes and CRM; A seller's own Claude kit: inbox reply drafts, morning briefs, evening recaps. 2 of them include a copy-paste prompt.
Each entry explains what triggers the agent, which systems it reads from and writes to, the steps it follows, what it costs to run and the gotchas people hit. Every entry links to its original source, so you can read the full write-up before you copy a setup into your own CRM account.
Browse by category: Prospecting / Outbound, Enablement.
One agent qualifies every inbound lead, sends most first-touch emails, writes a brief before each call, drafts notes afterward and fills in the CRM. Reps keep the calls, negotiation and anything sensitive.
Works with CRMEmailCalendar
A seller with no coding background built tools that draft his email replies, prep a brief before each meeting and write follow-ups from the day's notes. His team then picked them up as a shared plugin.
Works with GmailGoogle DriveGoogle Calendar +3
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