Claude Skills for CRM
Claude skills for SalesOps, RevOps, and sellers keeping CRM data clean and useful.
Download the free pack
Get 3 Claude skills in a zip file. Upload each folder as its own skill in Claude.
Download pack (.zip)Free. No email required. Install instructions
CRM hygiene is the hidden tax on every pipeline decision. This pack helps Claude clean contact data, summarise accounts, and write account plans that make the pipeline believable.
What you can do with this pack
- Summarise an account's activity history
- Write account plans from CRM data
- Clean duplicate or stale records
- Draft updates into deal notes
- Generate pipeline reviews from deal data
Skills in this pack
Account History Summariser
Summarise an account's CRM history into context a rep can use in a call. Trigger on 'account history', 'summarise this account', 'CRM account summary', 'prep this account', or when the user is getting ready to engage with an account and needs context.
Account Plan Writer
Write a strategic account plan for a key account — stakeholders, goals, risks, next moves. Trigger on 'account plan', 'key account strategy', 'strategic account plan', 'land and expand', or when the user is planning sales strategy for a specific account.
CRM Data Cleaner
Clean and de-duplicate CRM data — contacts, accounts, deals. Trigger on 'clean CRM', 'duplicate contacts', 'CRM hygiene', 'stale data', or when the user has a messy CRM needing cleanup.
How to install the skills
- In Claude, turn on code execution under Settings → Capabilities.
- Download and unzip the pack above — you'll see one folder per skill.
- Go to Customize → Skills, click + Create skill, then Upload a skill.
- Zip each individual skill folder and upload it.
- Toggle the skill on. Claude will use it automatically when your request matches.
Full instructions: /download/claude-skills
FAQ
What is a Claude skill?
A Claude skill is a folder containing a SKILL.md file. It tells Claude when to trigger the skill and how to execute the task. Skills live inside your Claude account once uploaded.
Do these work on Free, Pro and Max plans?
Yes, as long as code execution is enabled. On Team and Enterprise plans, an admin needs to enable skills at the organisation level first.
Can I edit the skills?
Yes — the skills are plain markdown files. Open SKILL.md in any editor and change the description, steps, templates, or output format to match how you work.
Do I need all the skills in the pack?
No. Upload only the ones you'll use. Too many active skills makes Claude less precise about which one to pick.