Sales
Prep calls, summarize and follow up, research accounts, review deals and pipeline, and write the forecast, using the CRM, email, calendar and chat tools your team already uses, or uploaded files. Updates records, drafts or sends email, posts to chat and books meetings when you ask.
Sales helps with prospecting, outreach, pipeline management, call preparation, and deal strategy. Every command works standalone with web search and your input, and gets supercharged when you connect your CRM, email, and other tools.
Use /call-summary to process call notes or transcripts into structured summaries with action items and draft follow-ups. Use /forecast to generate weighted sales forecasts with best/likely/worst scenarios from a CSV or pipeline description, and /pipeline-review to analyze pipeline health, flag risks like stale deals, and get a weekly action plan.
The plugin's skills activate automatically when relevant: account research for company intel and key contacts, call prep with suggested agendas and discovery questions, daily briefings with pipeline alerts, research-first outreach drafting, and competitive intelligence with differentiation matrices and sales talk tracks.
Connect your CRM, call transcription platform, enrichment tools, and chat via MCP for richer context — or work standalone by pasting notes, uploading CSVs, and describing your situation.