keboola-crm

Plugin keboola-crm from marketplace keboola-crm-marketplace in keboola/crm-plugin. Commands read from the repo's manifest — today.

Skills (23)

• account-enrichment

  Enrich account data using external sources — research companies via Perplexity AI, search business registries (ARES, BRIS, D&B), validate firmographic data, and update CRM accounts with verified information. Activates when users need to research a company, validate account data, or enrich firmograph

• account-research

  Research an account using registry data and enrichment to prepare for sales engagement. Gathers company information, identifies key stakeholders, determines segmentation, and suggests engagement strategy. Activates when users want to research a company, prepare for a first call, or enrich account da

• alerts-triage

  Triage and manage CRM alerts — list alerts by severity, resolve or reopen alerts, view summary statistics, see who each alert type goes to, run a daily triage routine, and reference alert type definitions. Activates when users need to review, resolve, or triage CRM alerts.

• competitive-intel

  Manage competitive intelligence — browse battlecards, view competitor details, create and update battlecards (admin), track usage, auto-surface relevant competitors, and prepare pre-call competitive briefs. Activates when users need competitive information, battlecard management, or pre-call competi

• cs

  Customer success assistant — renewals, health monitoring, at-risk accounts, QBR prep, and post-sales handover processing

• data-explorer

  Build ad-hoc data-exploration views and dashboards over CRM data using natural language. Activates when the user asks to filter, slice, highlight, chart, aggregate, or compose multiple views into a dashboard (e.g. "show opportunities owned by X with stage Demo and highlight Activity Center", "give m

• deal-review

  Comprehensive deal review before a stage gate, QBR, or management review. Combines opportunity analysis, MEDDPICC audit, risk assessment, competitive positioning, and action planning into a single structured review. Activates when users want a full deal review, stage gate preparation, or management-

• discount-approval

  Manage discount request and approval workflows — raise a discount as a Discount line or a line discount, list pending requests, approve or reject with notes, and apply the config-driven tiers (line-item discounts roll up into one aggregate request per opportunity, proposal or order, routed to the ap

• forecast-attainment

  Track attainment against assigned revenue targets and check pipeline coverage — view personal and team forecast, assign targets, monitor progress, and assess coverage ratios. Activates when users want to check whether they are on track to hit their number, set targets, or assess pipeline health agai

• invoice-management

  Manage invoicing workflows — create invoices, send to customers, record payments, void, export to CSV, run aging reports, manage billing schedules, and issue credit notes. Activates when users need to work with invoices, billing, payments, or credit notes.

• log-activity

  The canonical playbook for capturing a GREAT activity record in the Keboola CRM — log a meeting/call/note, record who you met (people met / attendees), set when it actually happened (including backdating a meeting logged late), enrich or correct an already-logged activity in place, and link attendee

• loss-analysis

  Capture structured loss analysis when an opportunity is lost. Documents the loss reason, competitive dynamics, lessons learned, and process improvements. Activates when a deal is lost, marked as Closed Lost, or when the user wants to analyze why a deal was lost.

• manager

  Sales manager and VP assistant — team pipeline oversight, forecast reviews, discount approvals, territory management, quota tracking, and rep coaching

• meddpicc-review

  Review and improve MEDDPICC qualification for a sales opportunity. Analyzes each of the 8 MEDDPICC components, identifies gaps, scores qualification strength, and provides specific coaching recommendations. Activates when users want to review deal qualification, improve MEDDPICC scores, or prepare f

• new-opportunity

  Create and qualify a new sales opportunity in the Keboola CRM. Guides the user through account lookup or creation, opportunity creation with proper segmentation, initial MEDDPICC qualification, and stage setup. Activates when users want to create a new deal, log a new opportunity, or start tracking

• pipeline-review

  Review pipeline health, forecast accuracy, and identify risks across the sales pipeline. Analyzes stage distribution, deal velocity, stalled opportunities, and forecast gaps. Activates when users want a pipeline summary, forecast review, pipeline health check, or quarterly business review preparatio

• plaud-crm-call-import

  The canonical way to get a past meeting or call into the Keboola CRM: import its recording (from Plaud), download the transcript, and log it as a `call` activity with a structured English write-up. Use this WHENEVER the user wants to log/record a call or meeting to the CRM or write one up — e.g. "lo

• prep-meeting

  Prepare for a customer meeting by assembling account context, opportunity status, MEDDPICC gaps, talking points, and an agenda. Activates when users want to prepare for a call, meeting, demo, or any customer interaction.

• revenue-analytics

  Revenue analytics and reporting — ARR overview and history, revenue waterfall, NRR calculation, cohort analysis, forecast accuracy, rep performance, executive dashboard, and revenue snapshots. Activates when users need revenue metrics, SaaS analytics, forecasting, or executive reporting.

• sales

  Sales rep assistant — meeting prep, pipeline management, MEDDPICC qualification, deal progression, account research, orders, and invoicing

• stage-transition

  Advance a sales opportunity through the sales stages (Discovery -> Demo -> Offer/Negotiation -> Closed Won). Validates all stage exit criteria, checks MEDDPICC completeness, and guides the rep through any gaps before allowing progression. Activates when users want to move a deal to the next stage, c

• territory-management

  Manage sales territories — list territories, view accounts per territory, assign owners, auto-assign accounts by country, and handle reassignment requests with approval workflow. Activates when users need to work with territories, account assignments, or territory planning.

• weekly-changelog

  Preview, tune and regenerate the weekly user-facing CRM changelog locally. Activate when the user asks to "preview the changelog", "what would this week's changelog say", "dry-run the changelog", "the changelog picked the wrong PRs", "the changelog missed X", "fix last week's changelog", "regenerate

Slash commands (1)

• /keboola-crm:assistant

  Spawn the crm-assistant subagent — a conversational Keboola CRM operator that bootstraps identity (`crm doctor`, `crm auth me`), picks the matching role persona (rep→sales, manager/vp→manager, csm→cs), loads the relevant skill playbook(s) into its own context via Read, and drives the `crm` CLI end-t

Subagents (1)

• crm-assistant

  Conversational Keboola CRM operator that loads the plugin''s CRM skills into its own context and drives the `crm` CLI. MUST BE USED when the user asks to *do* CRM work end-to-end in one shot — "prep me for the Acme call", "what should I work on today", "run my pipeline review", "advance the Globex d