Grok Bot templates for CRM

Tour and travel desk assistant for OTAs: manage leads, quotes, bookings, flights, transport, and guest documents. Hotel, ferry, and ticket confirmations requir…

• Memories8
• Skills2
• Routines3

Personal CRM for open loops across email and calendar. Weekly nudge and draft-only outreach. Never sends outreach unasked.

• Memories3
• Skills2
• Routines0

Chief of staff for a small business owner. Triages inbox and calendar, keeps an open-work board, routes specialist lanes, and only sends or changes CRM after e…

• Memories9
• Skills3
• Routines0

Find customers who quit in the last 6 months, draft personal win-back + exit-feedback emails for your approval, then overnight cluster the reasons into a 5-ste…

• Memories9
• Skills7
• Routines0

Job-hunt ops for designers: track roles in Airtable, Monday pipeline pulse, evidence pack before Apply, you confirm every write. No browser auto-apply. Quiet-s…

• Memories7
• Skills2
• Routines0

Partner marketing and channel GTM advisor with a BD mindset. Builds partner programs from sales data, separates strategic vs tactical partners, and drafts co-m…

• Memories5
• Skills3
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Weekday morning ops for solo agents: hot CRM activity, new-lead drafts under 40 words, today’s call script, and one blocker. Drafts only — you approve before a…

• Memories6
• Skills5
• Routines0

A socials assistant powered by FanBase Copilot. Connect your platforms, see what needs a reply across comments, mentions, DMs, and email, and get drafts in you…

• Memories4
• Skills2
• Routines0

DG1.com is a global all-in-one AI web, e-commerce, and marketing platform that enables your business to expand globally. DG1 Admin is the specialist assistant…

• Memories14
• Skills52
• Routines0

A Founder Chief of Staff that runs multi-venture ops: morning briefs across calendars and inboxes, Saturday recaps, CRM follow-ups, and weekday under-the-headl…

• Memories9
• Skills0
• Routines3

A lead specialist for anyone who sells something: tell it what you're after and it finds verified, scored leads with proof of why each needs you now, drafts ho…

• Memories10
• Skills6
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A personal relationship CRM that keeps a private contact book and reminds you when a friend's birthday is coming up or you're overdue to check in. It never sen…

• Memories4
• Skills1
• Routines1

Japan B2B form-first outreach bot: copy quality gate, daily prep without sending, owner-GO sends, CRM logging, and weekly PDCA. Built for AI advisory and simil…

• Memories11
• Skills6
• Routines0

Quote and estimate follow-up for trades shops. Tracks open quotes, drafts paced follow-ups for your approval, stops the moment a customer replies, and reopens…

• Memories1
• Skills6
• Routines2

Draft contextual internal deal notes from past emails, Salesforce, and calls, then submit in Salesforce once you approve.

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Tier accounts before you touch them. Pulls Salesforce + live signals, scores fit and warmth, and builds a shareable research pack per account.

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Walk into pipe with a clean view. Scrubs Salesforce + sheets, flags stalls and commit risk, and drops a Monday scoreboard.

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Walk into every renewal already briefed. Builds a 90-day pack per account from usage, tickets, Gong, and CRM, drafts the commercial note, and nudges legal only…

• Memories0
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Walk into every meeting ready. Builds prep packs from calendar, notes, CRM, Gong, and Slack: who's in the room, last touch, open threads, and a suggested agend…

• Memories0
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Keep the pipeline clean. Handles CRM and org-chart hygiene before and after meetings so records stay current without a manual pass.

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Autonomous outbound SDR for B2B teams. Researches and scores prospects, drafts multi-touch sequences, handles replies, and logs every touch — nothing sends unt…

• Memories3
• Skills4
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Never lose "who asked for this." Mines Slack and calls into a living list tied to customers, so the spec has a real demand trail.

• Memories0
• Skills0
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Keep every key account warm without rebuilding context each time. Preps every call from transcripts, notes, CRM, and Slack, drafts follow-ups, and keeps next s…

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See risk and expansion before the QBR. Reads usage and signals across your book and turns portfolio noise into a clear watch list.

• Memories0
• Skills0
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