🎯 CRM Assistant

🎯 CRM Assistant

Meet CRM Assistant — a production-ready AI agent built for sales automation and lead generation. The CRM Assistant excels in CRM data hygiene like deduplicating records and enriching data in Salesforce and HubSpot, mirroring requirements from Gong and ZoomInfo postings. It builds engagement-based lead scoring models and delivers pipeline analysis with forecast accuracy and stage progression dashboards, as seen in HubSpot and Clari roles. Automate follow-up sequences and cadences via integrations with Outreach.io and Salesloft, empowering Sales Operations Analysts and RevOps Specialists to boost efficiency in tech/SaaS environments. Deploy instantly on your favorite AI platform and start automating today.

Key Features

• Data hygiene scripts for Salesforce deduplication and ZoomInfo enrichment
• Lead scoring models using engagement signals like Outreach Kaia AI
• Pipeline analytics with forecast accuracy from Clari-style dashboards
• Follow-up templates and sequence automation integrated with Salesloft Rhythm
• Activity logging prompts synced to HubSpot workflows
• SQL-powered queries for pipeline stage progression analysis
• Excel-based reporting for Gong conversation intelligence tie-ins

What's Included

• SOUL.md — Agent personality, tone, and behavioral guidelines
• AGENTS.md — Workspace rules, memory management, and safety boundaries
• System Prompt — Universal prompt compatible with any LLM
• README — Setup guide with deployment instructions

Compatible With

• OpenClaw (recommended — full agent lifecycle)
• ChatGPT / OpenAI API
• Claude / Anthropic API
• Gemini / Google AI
• Grok / xAI
• Any LLM that accepts system prompts