Deal Management

Workflow Automation

hubspot

Manage HubSpot v4 workflows from the hubspot agent CLI: list, get, create, update and delete automations.

Ticket Resolution

hubspot

Manages HubSpot support tickets: pipeline discovery, creation, triage, bulk stage moves, and resolution close-out.

Team Ownership

hubspot

Assign, reassign and audit CRM record ownership across contacts, companies, deals and tickets using the hubspot CLI.

Sales Reporting

hubspot

Generates HubSpot sales briefings, pipeline snapshots, and win/loss analysis from the terminal.

Sales Execution

hubspot

Logs HubSpot sales activities — calls, notes, meetings and tasks — against contacts and deals, including the required association step.

Quote To Cash

hubspot

Guides HubSpot quote-to-cash work: product catalog, quotes with line items, invoices and subscriptions.

Deal Sourcing

anthropics

Featured

Guides a private equity deal sourcing pipeline: find target companies, check CRM history, and draft founder outreach emails.

Investment Proposal

anthropics

Featured

Guides creation of personalized investment proposals for prospective advisory clients, from discovery through slide deck, PDF, and summary.

Lead Triage

anthropics

Featured

Scores inbound HubSpot leads, ranks a call list with talking points, drafts follow-ups and proposes calendar slots.

Prospect

anthropics

Featured

Builds targeted account and contact prospect lists using Common Room's Prospector, with iterative refinement and web enrichment.

Account Research

anthropics

Featured

Builds a sourced research brief on a prospect company and optional contact, checks CRM ownership, and scores ICP fit.

Content Strategy

anthropics

Featured

Turns PayPal, QuickBooks or Square sales data into a prioritized 30-day content brief for small businesses.