# Tools

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Tagged `crm`: 53 items.

- [Knowledge Work Plugins](https://hebbmind.com/ko/skill/knowledge-work-plugins.md): [Skill] Anthropic's role-based skill collection covering sales, finance, legal, HR, support, marketing, product, design, operations and data analysis: over a hundred skills you can install one at a time. Works best with CRM, data warehouse and other connectors.
- [Meeting Prep Agent](https://hebbmind.com/ko/plugin/meeting-prep-agent.md): [Plugin] Anthropic's official finance agent plugin for wealth managers and advisors: before client meetings it pulls relationship history, holdings and open items from the CRM, adds CapIQ market news and builds a briefing pack, agenda and talking points. Needs your CRM connector and a CapIQ subscription.
- [Private Equity](https://hebbmind.com/ko/plugin/private-equity.md): [Plugin] Anthropic's official private equity plugin covering deal sourcing with CRM dedupe, founder outreach, quick CIM screening, diligence checklists, IRR/MOIC returns analysis, IC memos and portfolio monitoring.
- [Account Research](https://hebbmind.com/ko/skill/account-research.md): [Skill] Account research skill from Anthropic's official sales plugin: give a company name or domain (and optionally a contact) to get a company overview, recent news and likely priorities, an ICP fit check and existing CRM records. Without a CRM it uses uploaded lists or web search.
- [Customer Health](https://hebbmind.com/ko/skill/customer-health.md): [Skill] Account health checks for customer success managers: pulls CRM, email, calendar and call notes to score relationship, engagement, commercial (renewal and expansion), support and value delivery red/yellow/green, and can prep a QBR agenda. CRM preferred; uploads work. Official from Anthropic.
- [Renewal Radar](https://hebbmind.com/ko/skill/renewal-radar.md): [Skill] Lists renewals coming up in the next few months, flags churn risk and expansion opportunities from signals like usage, key contact changes and open complaints, and checks for missing or wrong renewal opportunities in the CRM. Needs a CRM or uploaded contract exports. Official from Anthropic.
- [Small Business](https://hebbmind.com/ko/plugin/small-business.md): [Plugin] All-in-one plugin for small business owners: 44 skills covering cash flow and bookkeeping, collections and taxes, customer acquisition and marketing, customer feedback, inventory, hiring and contract review. Anything touching money or customers needs your approval. Official from Anthropic.
- [Email Sequence](https://hebbmind.com/ko/skill/email-sequence.md): [Skill] Designs multi-email marketing sequences for onboarding, lead nurturing, win-back and launches, with full copy for each email, timing, branches and exit conditions, benchmarks and A/B test ideas. No email tool required. Part of Anthropic's official marketing plugin.
- [Customer Voice](https://hebbmind.com/ko/skill/customer-voice.md): [Skill] Pulls verbatim customer quotes on a topic from call transcripts, meeting notes and emails, tagging each with speaker, account and date, and summarizes recurring themes into voice-of-customer findings for product and marketing. Connect Gong, email or drive, or upload transcripts. By Anthropic.
- [Draft Outreach](https://hebbmind.com/ko/skill/draft-outreach.md): [Skill] Outreach skill from Anthropic's official sales plugin: uses account research and past emails to write personalized prospecting emails or multi-touch follow-up sequences, saved as drafts for your review. Works best with email and CRM connected; otherwise returns copy-ready text.
- [Apollo.io](https://hebbmind.com/ko/plugin/apollo.md): [Plugin] Apollo.io's official plugin: describe your ideal customer profile in plain language to find prospects, enrich contacts with emails, phone numbers and company data, and bulk-add them to outreach sequences. Connects to Apollo's remote MCP; needs an Apollo account, and enrichment uses credits.
- [Call Prep](https://hebbmind.com/ko/skill/call-prep.md): [Skill] Skill from Anthropic's official sales plugin: before a customer meeting, pulls together attendees, account history, past call notes and deal status into a one-page brief with suggested discovery questions. Works best with calendar, CRM and email connectors; uploaded files also work.
- [Common Room](https://hebbmind.com/ko/plugin/common-room.md): [Plugin] Common Room's official plugin: researches accounts and contacts using product usage, community and buying-intent signals, builds pre-meeting briefs and weekly call prep, drafts email, LinkedIn and phone outreach, and creates account plans. Needs a Common Room account.
- [Review and Reputation](https://hebbmind.com/ko/skill/review-reputation.md): [Skill] Collects reviews and complaints from Google, Yelp, Facebook and more, groups them by theme with quotes, and drafts replies in the owner's voice that post only after approval; also finds lapsed customers and drafts win-back messages. Official Anthropic small-business plugin.
- [Sales](https://hebbmind.com/ko/plugin/sales.md): [Plugin] Sales plugin with 36 skills for call prep and follow-ups, account research, lead qualification, deal reviews, pipeline management and forecasting. Can read and write your CRM, email and calendar. Official from Anthropic.
- [Customer Success Manager](https://hebbmind.com/ko/skill/customer-success-manager.md): [Skill] For SaaS customer success teams: three standard-library Python scripts turn customer data into health scores, churn-risk tiers and ranked expansion opportunities, with reproducible results. Needs Python and customer data in the sample JSON format. Part of the claude-skills collection.
- [monday.com](https://hebbmind.com/ko/plugin/monday-com.md): [Plugin] monday.com's official plugin in OpenAI's Codex marketplace: search boards, create and update items, assign owners, set timelines and post updates, for campaign schedules, approvals, project tracking and client management. Codex only; needs a monday.com account.
- [AI Marketing Skills](https://hebbmind.com/ko/skill/ai-marketing-skills.md): [Skill] Marketing and sales workflows open-sourced by Single Brain: expert-panel content scoring, cold email optimization, turning podcasts and long videos into shorts and social posts, YouTube competitor analysis, decks and financial scenarios, mostly with Python scripts. Some need Gemini or YouTube keys.
- [AI Sales Team for Claude Code](https://hebbmind.com/ko/skill/ai-sales-team-claude.md): [Skill] Sales prep in Claude Code via /sales: researches prospects from their websites and public pages, scores leads with BANT and MEDDIC, maps buying committees, and drafts outreach, follow-ups, meeting prep and objection handling. Install via the README script; PDF export needs Python.
- [Salesforce Service Engagement](https://hebbmind.com/ko/plugin/service-engagement.md): [Plugin] Salesforce's official plugin that helps service admins configure Service Cloud web chat, messaging, WhatsApp and Email-to-Case channels, connect Agentforce service agents to them and set up handoff to humans. Needs Salesforce org admin rights, a logged-in Salesforce CLI (sf) and Python.
- [service-omni-channel-setup-coordinate](https://hebbmind.com/ko/skill/service-omni-channel-setup-coordinate.md): [Skill] Salesforce's official skill that sets up Service Cloud Omni-Channel routing from the CLI instead of Setup clicks: agent and supervisor users, queues, presence statuses, permissions and routing flows. Read-only preview; writes only to sandbox, trial or dev orgs. Needs Service Cloud, sf and jq.
- [Sales (OpenAI Role-Specific Plugins)](https://hebbmind.com/ko/plugin/openai-sales.md): [Plugin] OpenAI's official sales plugin for Codex: meeting prep, call notes into follow-up emails and CRM updates, weekly account priorities, forecast reviews, deal strategy and competitor briefs. Works on pasted material; a template, so swap in connector IDs before using Salesforce or HubSpot.
- [Salesforce DX MCP Server](https://hebbmind.com/ko/mcp/salesforcecli-mcp.md): [MCP] Lets agents work with Salesforce orgs authorized on your machine: SOQL queries, metadata deploy and retrieve, Apex test runs and permission set assignment, plus toolsets for LWC development. Maintained by Salesforce; authorize your org with the Salesforce CLI first.
- [monday CRM](https://hebbmind.com/ko/plugin/monday-crm.md): [Plugin] monday.com's official CRM plugin: build a sales pipeline from scratch in plain language, get a daily prioritized deal brief, create forecast dashboards, turn meeting notes into deal updates, and bulk-clean duplicate and bad data. Free plan supported; browser authorization on first use.
- [GTM Agents: Customer Success](https://hebbmind.com/ko/plugin/customer-success.md): [Plugin] Customer success plugin from gtm-agents: three commands with subagents for account health monitoring, adoption plans and escalation playbooks, plus skills for risk scoring, executive business reviews (EBRs) and feedback loops. Prompt-only; bring your own usage, ticket and NPS data.
- [GTM Agents: Renewal Orchestration](https://hebbmind.com/ko/plugin/renewal-orchestration.md): [Plugin] Renewal management plugin for customer success and account managers: segment-based renewal forecasts with upside and downside scenarios, save plays and escalation paths for at-risk accounts, and post-renewal retrospectives. Prompt-based; you supply contract values, usage and other data.
- [MCP Server for Odoo](https://hebbmind.com/ko/mcp/mcp-server-odoo.md): [MCP] Connects to Odoo ERP so agents can search, create, update and delete customers, products, invoices and other records in natural language, with aggregations and attachment reading. In production, install the companion MCP module in Odoo; for testing, YOLO mode connects directly.
- [Startup Founder Skills](https://hebbmind.com/ko/skill/startup-founder-skills.md): [Skill] 50 skills for founders covering fundraising (pitch materials, investor research, data rooms), sales outreach, PRDs, hiring (JDs, interview questions) and legal docs (privacy policy, terms of service, contract review). Set up startup-context once; have a lawyer check legal output.
- [OneWave AI Claude Skills](https://hebbmind.com/ko/skill/onewave-ai-claude-skills.md): [Skill] 200+ single-file skills, mostly for sales, marketing, consulting and operations: deal strategy, forecasts, outreach emails, proposals and SOWs, contract review, resume screening, expense checks and RFP responses, plus personal finance and job search. Contract and tax output needs expert review.
- [Frappe Assistant Core](https://hebbmind.com/ko/mcp/frappe-assistant-core.md): [MCP] Connects the open-source ERPNext to AI assistants: query invoices, customers and inventory, run reports and handle approvals in plain language, with permissions following ERPNext accounts and every call audit-logged. An admin must install the app first; have finance check the analysis.
- [Firecrawl Workflows](https://hebbmind.com/ko/skill/firecrawl-workflows.md): [Skill] 16 official Firecrawl skills that turn web scraping into deliverables: competitor pricing and feature tracking, market and industry reports, pre-meeting account research, lead lists, SEO audits and literature reviews. Needs a Firecrawl API key plus its CLI or MCP.
- [Vibe Prospecting](https://hebbmind.com/ko/plugin/vibeprospecting-plugin.md): [Plugin] B2B prospecting plugin from Explorium: filter companies and contacts by industry, size and tech stack, enrich CRM leads, look up business events such as hiring and funding, and export CSV lists. Needs a Vibe Prospecting account and, in Claude Code, the vpai CLI (Node.js). Respect privacy laws.
- [Salesforce MCP Server](https://hebbmind.com/ko/mcp/mcp-server-salesforce.md): [MCP] Community-run local Salesforce MCP: query, summarize and update accounts, opportunities and cases in plain language and search across objects; admins can also create custom objects and fields and edit Apex. Needs Salesforce login and security token (or a Connected App) and Node.js 22+.
- [Clay](https://hebbmind.com/ko/plugin/clay-run-agent-plugins.md): [Plugin] Official plugin for Clay, the GTM data platform: search target companies and contacts, find work emails and other details in bulk, query and analyze Clay tables, and draft sales outreach sequences. Needs a Clay account; run the bundled setup skill to install the clay CLI and sign in.
- [Salesforce Hosted MCP Servers](https://hebbmind.com/ko/mcp/mcp-hosted.md): [MCP] Salesforce's official hosted MCP servers: after an admin enables them in Setup with an OAuth external client app, agents can query and update CRM records and run Flows under the user's permissions. Needs Enterprise Edition or higher, or a free Developer Edition org. Repo holds docs and Q&A.
- [Square MCP Server](https://hebbmind.com/ko/mcp/square-mcp-server.md): [MCP] Official MCP (beta) from payments and POS platform Square: lets agents query and manage transactions, orders, refunds, invoices, inventory and customers for reconciliation and reporting. Hosted, with Square OAuth sign-in, nothing to install; confirm refunds and other writes manually.
- [Freshdesk MCP Server](https://hebbmind.com/ko/mcp/freshdesk-mcp.md): [MCP] Lets agents create, search, update and reply to Freshdesk tickets, add internal notes, and look up contacts, companies and agents, so support teams can process and summarize tickets in bulk. Needs a Freshdesk API key and account domain; runs locally with uvx.
- [Airtable](https://hebbmind.com/ko/plugin/airtable.md): [Plugin] Airtable's official plugin for Claude Code, Codex and Cursor: connects the official Airtable MCP and adds filtering, CLI, and product, marketing and sales ops skills, so agents can create tables, define fields, read and write records, and build shared views. Needs Airtable account authorization.
- [HubSpot Agent CLI Skills](https://hebbmind.com/ko/skill/agent-cli-skills.md): [Skill] HubSpot's official skills for running the CRM via the hubspot CLI: look up customers and history, filter audiences, dedupe records, advance deals, build sales reports and route support tickets. Needs the HubSpot Agent CLI (beta) signed in; dry-run bulk edits first; some features need paid plans.
- [ticket-resolution](https://hebbmind.com/ko/skill/ticket-resolution.md): [Skill] HubSpot's official skill: agents use the HubSpot Agent CLI to create and triage tickets, move them through pipeline stages, queue by priority, bulk-update status and log resolutions. Needs the HubSpot Agent CLI (beta), signed in, plus the repo's bulk-operations skill. Edits live data; try a sandbox.
- [Apideck MCP Server](https://hebbmind.com/ko/mcp/apideck-libraries-mcp.md): [MCP] Apideck's official MCP: one unified API to read and write invoices, ledgers and reports in QuickBooks, Xero, NetSuite and other accounting systems, plus HR, CRM and ATS data. Needs a paid Apideck account (30-day trial), API key and App ID, with your systems connected. An accountant should review.
- [Salesforce Sales Cloud](https://hebbmind.com/ko/plugin/salesforce-for-sales.md): [Plugin] Salesforce's official sales plugin (beta): daily briefs, meeting prep and follow-up email drafts, team pipeline reviews, forecast and slipped-deal scenarios, and lead triage, confirming before editing records. Needs Salesforce hosted MCP (admin-enabled) and Slack; email and calendar optional.
- [Hunter](https://hebbmind.com/ko/plugin/hunter-io-claude-plugin.md): [Plugin] Hunter.io's official plugin: find and verify work emails by name and company, list a domain's contacts, enrich company data, build lead lists, create outreach email sequences and push them to your CRM. Needs a Hunter account (free plan: 25 searches a month); follow anti-spam and privacy laws.
- [HubSpot Agent CLI](https://hebbmind.com/ko/cli/agent-cli.md): [CLI] HubSpot's official CLI for AI agents (beta): find and bulk-update contacts, companies, deals and tickets, log calls and meetings, advance deal stages and route conversations, with an official skill pack. Needs a HubSpot account and browser login; writes hit live data, so try --dry-run first.
- [ZoomInfo MCP Plugin](https://hebbmind.com/ko/plugin/zoominfo-mcp-plugin.md): [Plugin] ZoomInfo's official sales intelligence plugin with 14 skills: find target companies and decision makers, enrich leads and accounts, find lookalike customers, score accounts and leads on intent signals, prep account meetings and draft outreach emails. Needs a paid ZoomInfo account with API access.
- [HubSpot Sales](https://hebbmind.com/ko/plugin/hubspot-sales.md): [Plugin] HubSpot's official sales plugin with the HubSpot remote MCP: skills to import contacts and deals, get daily briefs, prep calls, draft follow-up emails, log call notes back to HubSpot and review the pipeline. Needs a HubSpot account.
- [Lusha](https://hebbmind.com/ko/plugin/lusha-mcp-plugin.md): [Plugin] Lusha's official prospecting plugin: find decision makers by ideal customer profile, enrich verified emails, direct and mobile numbers and company signals, find lookalikes, generate personalized outreach sequences and export CSV. Needs Lusha API access; lookups use credits. Respect privacy laws.
- [ActiveCampaign](https://hebbmind.com/ko/plugin/activecampaign-plugin.md): [Plugin] ActiveCampaign's official plugin: analyze email marketing and automation performance, review contacts and sales pipelines, build marketing plans from your account data and draft email campaigns; changes are previewed first; sending stays in the app. Needs an ActiveCampaign account and its MCP URL.
- [Intercom](https://hebbmind.com/ko/plugin/claude-plugin-external.md): [Plugin] Intercom's official support plugin: via a remote MCP, search conversations, analyze support issue trends, look up contacts and companies, build 360-degree customer profiles, and install Messenger. Read-only; needs an Intercom workspace and currently works only in the US region.
- [Windsor.ai](https://hebbmind.com/ko/plugin/claude-windsor-ai-plugin.md): [Plugin] Windsor.ai's official plugin: connects ad accounts on Google, Meta, TikTok and more plus 350+ data sources such as GA4 and CRMs for quick cross-channel performance reports and wasted-spend detection; asks before changing budgets or pausing ads. Needs a Windsor.ai account with data sources connected.

Next page: https://hebbmind.com/ko/tools.md?page=2&tag=crm
