Capsule CRM Automation Claude skill

ForecastGenerate the commit / best-case / pipeline narrative for a forecast call or a 1:1 with.

Deal SourcingPE deal sourcing workflow — discover target companies, check CRM for existing.

Investment ProposalCreates professional investment proposals.

Attio AutomationAutomates Attio CRM operations.

Dynamics 365 AutomationDynamics 365 CRM management and automation.

Gong AutomationRetrieves Gong call recordings, transcripts, and analytics in plain language.

Competitive IntelligenceCompetitive analysis two ways - the in-deal play against a named competitor, and.

CRM Hygiene CheckRead-only audit of your CRM opportunities for missing fields, stale dates, and stage.

Capsule CRM Automation