Manage pipeline work

Sales and CRM automation skills for agents

Discover skills for lead enrichment, CRM cleanup, outreach preparation, meeting summaries, and sales operations automation.

Browse matching skills Read guide Resolve via Agent API

Try this task

I need my agent to enrich leads, update CRM records, and prepare sales follow-ups.

Matched

Strong trust

Install ready

Auto allowed

500+ stars

Agent should be able to

+Research accounts
+Extract contact details
+Write structured CRM updates

Resolve

Let the agent pick

Returns the best skill, alternatives, install handoff, risk summary, and safety gate.

Text plan

LLM-readable output

Plain text version for Codex, Claude Code, Cursor, and custom agent runtimes.

Browse

Human shortlist

Open the filtered registry view for this workflow and compare candidates manually.

Workflow map

What to build with these skills

Enrich leads

Clean CRM records

Draft follow-ups

Summarize sales calls

Best first installs

Start with high-signal skills

18 matched skills

Twenty

VERIFIED

The open alternative to Salesforce, designed for AI.

50K stars88 trust92 auditREVIEWED

Install

Human review before install

Risk

Safe to try

Agent fit

Claude Code + CLI

Updated

Jun 16, 2026

$ npx skills add twentyhq/twenty

Chatwoot

VERIFIED

Open-source live-chat, email support, omni-channel desk. An alternative to Intercom, Zendesk, Salesforce Service Cloud etc. 🔥💬

32K stars89 trust92 auditREVIEWED

Install

Human review before install

Risk

Safe to try

Agent fit

Claude Code + CLI

Updated

Jun 16, 2026

$ npx skills add chatwoot/chatwoot

Google Maps Scraper

VERIFIED

Google Maps Scraper & Lead Generation Tool. Extract 50+ data points including business emails, phone numbers, and social profiles. Includes enrichment features, API access, and no recurring fees

2.8K stars88 trust91 auditREVIEWED

Install

Agent install candidate

Risk

Safe to try

Agent fit

Claude Code + Browser agents

Updated

Jun 3, 2026

$ npx skills add omkarcloud/google-maps-scraper

Skill shortlist

More options for this use case

Browse full marketplace

Django CRM

growth-marketingMarketing

Open Source CRM for Startups — Django REST + SvelteKit · Self-hosted · Multi-tenant · Free forever

Low metadata risk · Allow agent install in a sandbox or low-risk workspace, then promote after one successful narrow task.

2.3K stars91 trust94 audit86 safety

Platform

growth-marketingMarketing

Huly — All-in-One Project Management Platform (alternative to Linear, Jira, Slack, Notion, Motion)

Low metadata risk · Allow agent install in a sandbox or low-risk workspace, then promote after one successful narrow task.

26K stars93 trust95 audit87 safety

Laravel Crm

growth-marketingMarketing

Free & Opensource Laravel CRM solution for SMEs and Enterprises for complete customer lifecycle management.

Low metadata risk · Allow agent install in a sandbox or low-risk workspace, then promote after one successful narrow task.

23K stars93 trust95 audit87 safety

Monica

growth-marketingMarketing

Personal CRM. Remember everything about your friends, family and business relationships.

Low metadata risk · Allow agent install in a sandbox or low-risk workspace, then promote after one successful narrow task.

25K stars92 trust93 audit85 safety

Idurar Erp Crm

growth-marketingMarketing

Free Open Source ERP CRM Software Accounting Invoicing | Node.Js React

Low metadata risk · Allow agent install in a sandbox or low-risk workspace, then promote after one successful narrow task.

8.5K stars89 trust92 audit84 safety

Dolibarr

growth-marketingMarketing

Dolibarr ERP CRM is a modern software package to manage your company or foundation's activity (contacts, suppliers, invoices, orders, stocks, agenda, accounting, ...). it's an open source Web application (written in PHP) designed for businesses of any sizes, foundations and freelancers.

Low metadata risk · Allow agent install in a sandbox or low-risk workspace, then promote after one successful narrow task.

7.3K stars92 trust95 audit87 safety

Idurar Erp Crm

growth-marketingMarketing

Free Open Source ERP CRM Software Accounting Invoicing | Node.Js React

Low metadata risk · Allow agent install in a sandbox or low-risk workspace, then promote after one successful narrow task.

8.5K stars89 trust92 audit84 safety

SuiteCRM

growth-marketingMarketing

SuiteCRM - Open source CRM for the world

Low metadata risk · Allow agent install in a sandbox or low-risk workspace, then promote after one successful narrow task.

5.5K stars91 trust94 audit86 safety

Ragflow

agent-frameworksCoding

RAGFlow is a leading open-source Retrieval-Augmented Generation (RAG) engine that fuses cutting-edge RAG with Agent capabilities to create a superior context layer for LLMs

Low metadata risk · Allow agent install in a sandbox or low-risk workspace, then promote after one successful narrow task.

83K stars94 trust95 audit87 safety

AppFlowy

productivity-automationCoding

Bring projects, wikis, and teams together with AI. AppFlowy is the AI collaborative workspace where you achieve more without losing control of your data. The leading open source Notion alternative.

Low metadata risk · Allow agent install in a sandbox or low-risk workspace, then promote after one successful narrow task.

73K stars94 trust95 audit87 safety

Ever Gauzy

growth-marketingMarketing

Ever® Gauzy™ - Open Business Management Platform (ERP/CRM/HRM/ATS/PM) - https://gauzy.co

Low metadata risk · Allow agent install in a sandbox or low-risk workspace, then promote after one successful narrow task.

3.7K stars91 trust94 audit86 safety

InvoicePlane

growth-marketingMarketing

A self-hosted open source application for managing your invoices, clients and payments.

Review before production · Review the audit page, then allow agent install in a sandboxed workflow.

3.1K stars88 trust92 audit76 safety

Espocrm

growth-marketingMarketing

EspoCRM – Open Source CRM Application

Low metadata risk · Allow agent install in a sandbox or low-risk workspace, then promote after one successful narrow task.

3.1K stars89 trust94 audit86 safety

Llama Index

dataData

LlamaIndex is the leading document agent and OCR platform

Low metadata risk · Allow agent install in a sandbox or low-risk workspace, then promote after one successful narrow task.

50K stars92 trust95 audit87 safety

Crm

growth-marketingMarketing

Fully featured, open source CRM

Low metadata risk · Review the audit page, then allow agent install in a sandboxed workflow.

2.8K stars89 trust94 audit78 safety

FAQ

How to choose skills for this workflow

These answers are written for both human builders and agents consuming the Registry API.

What are the best AI agent skills for sales and crm?

Start by comparing Twenty, Chatwoot, Google Maps Scraper. OpenAgentSkill ranks them by workflow fit, GitHub adoption, trust score, safety gate, and install readiness.

Can an AI agent use this page directly?

Yes. Use the linked Registry API prompt to query /api/skills/search with the task: "I need my agent to enrich leads, update CRM records, and prepare sales follow-ups." and retrieve install handoff links for the top results.

Should I install every recommended skill?

No. Start with the highest-fit skill, test it in a sandbox workflow, and add companion skills only when the task needs extra coverage.