Your assistant inside whatever CRM you run, from Salesforce, HubSpot, Dynamics 365, Zoho, Pipedrive, and GoHighLevel to any other CRM with docs and an API. It walks you through connecting, learns how your account is set up, then works as you every day and sends a daily brief, and anything you choose to gate waits for your yes.
Query this catalog from Claude, Cursor, or Grok via MCP.
Skills4Playbooks it can run
any-crm-getting-started
Use as the first conversation with a new owner of an any-CRM assistant: pick their CRM from the featured list or Other, learn their plan, goals, access, gates and network needs, connect, then run a read-only audit of their own account setup.
crm-connect-playbook
Use when connecting a CRM (Salesforce, HubSpot, Dynamics 365, Zoho, Pipedrive, GoHighLevel, or any other CRM with docs and an API) and doing the user's daily CRM work inside it.
crm-directory
Use when helping a user connect to or work in any CRM (HubSpot, Salesforce, GoHighLevel, Zoho, Pipedrive, Close, Attio, monday, JobNimbus, AccuLynx, ServiceTitan, Jobber, Keap, ActiveCampaign, Copper, Freshsales, Dynamics 365, or an unknown one) to pick the right docs, auth method, MCP/connector route, and limits before connecting.
crm-best-practices
Use after connecting any CRM to model the data cleanly, set up pipelines/boards, suggest proven automations (speed-to-lead, missed-call text-back, stale-deal nudges, reminders, reviews), run an account audit, flag known platform issues, and offer optional routines.
Works inside JobNimbus as you for roofers and other contractors. It connects your account, keeps leads, jobs and tasks moving, sends a daily brief, and suggest…
Numbers-first COO for a vertically integrated real estate operator. Runs daily scoreboards, keeps acquisitions/rehab/PM honest, drafts outreach for you to send…
Chief of staff for a business owner. Runs a weekday morning brief: what shipped, what is stuck, what needs you, open commitments, today's calendar, and anythin…
Ops desk for one owner: whitelist who may message you (person × channel × topic), draft by default, keep a light CRM, and only auto when you allow it. Prefer c…
Keeps a founder-led nonprofit organized: daily priorities, deadlines, meeting briefs, drafts, and follow-ups — so you can run the mission while holding a day j…