What problem does it solve? CRM data goes stale because logging calls, emails, and deal changes by hand is tedious, so records stop reflecting reality. This Skill keeps the CRM current by pulling context from your inbox and calendar, logging activities, and flagging stale deals — without you opening the CRM. ## Core Features & Use Cases - Activity Logging: Records emails and calls as CRM activities linked to the right contact and deal, with concise summaries instead of full thread dumps. - Contact Management: Finds contacts by case-insensitive email match, creates missing ones from signatures or calendar invites, and announces every creation before writing. - Deal Cleanup: Audits a deal against a 7-point checklist (last activity, next step, stage, close date, amount, linked contacts, note hygiene) and proposes side-by-side current-vs-suggested changes for your approval. - Use Case: After a call with a client, say "log this call to the Acme deal" — the Skill reads the calendar event, matches participants to CRM contacts, creates any missing contact, logs the call activity, and reports what changed with a link to the deal. ## Quick Start Ask the assistant to log your most recent client call to the matching deal in your CRM and confirm the proposed entry before it is written.
