SalesBuildr Opportunities Claude skill

QuickBooks Online ReportsPulls QuickBooks Online reports such as profit and loss and balance sheet.

Quote To Close TrackingTracks handoff chain from quote through proposal to closed deal.

Sales OpsSet up and run Airtable-based sales operations and CRM workflows — pipeline management.

SalesBuildr Companies & ContactsSearches and creates companies and contacts in Salesbuildr.

SalesBuildr ProductsProvides Salesbuildr product catalog access for search, pricing, and quote line items.

SalesBuildr Quotes> Salesbuildr quotes: quote creation with product line items, quote search, and.

Warm Lead RoutingScores lead warmth from visits, form fills, email, and bookings.

Warmly Visitor IntelligenceSurfaces identified website visitors and engaged accounts for sales follow-up.

SalesBuildr Opportunities