Skills for CRM
AI for CRM means AI clones that keep your customer records accurate and your pipeline current. Clones create and update accounts, contacts, leads, deals and activities in Salesforce, HubSpot, Zoho CRM, GoHighLevel, Odoo and Solve360. They also sweep for stale deals and missing fields. RevOps analysts, deal coordinators and customer success managers use these skills daily.
Keep records clean
Your clone creates and updates accounts, contacts and companies with duplicate checks by name and domain. It merges HubSpot duplicates and links every Salesforce contact to an account.
Move deals through pipeline
It creates and updates opportunities, moves deals between stages and shows pipeline by stage or account. It also logs calls, meetings, notes and tasks against the right record.
Sweep for stale data
It reviews opportunities for stale stages, missing fields and past-due close dates. Then it flags the records that need a human fix and preps clean sales handoffs.
CRM skills
Each one is a capability a clone uses in its role. Ask for it in plain words. These 21 of the group's 23 skills have their own page. Open a skill to see it at work.
See the skill HubSpot CompaniesCreates, finds, and updates company records in HubSpot.See the skill HubSpot ContactsCreates, searches, updates, merges, and deletes HubSpot contacts, and manages list membership and associations.See the skill HubSpot DealsCreates, updates, and tracks HubSpot deals through pipeline stages.See the skill Odoo UpdatesUpdates Odoo CRM opportunities and accounts-receivable invoices one record at a time. Every change is previewed and confirmed by a person.
See the skill Pipeline Data CheckReviews pipeline data quality and validates fields, keeping that separate from lead scoring and forecasting. Works out of the boxSee the skill RevOps AnalystOperating playbook for a RevOps analyst who keeps CRM data clean, consistent, and auditable. Works out of the boxSee the skill Sales to CRM HandoffPrepares sales handoff details so the CRM record is complete and accurate before the next team takes over. Works out of the boxSee the skill Salesforce AccountsCreates, updates, finds, and annotates Salesforce accounts, with duplicate checks by company name and domain.
See the skill Salesforce ActivityCreates, updates, and searches Salesforce tasks and events, linked to accounts, contacts, leads, opportunities, and cases.See the skill Salesforce ContactsCreates, updates, finds, and annotates Salesforce contacts, always linked to an account.See the skill Salesforce LeadsCreates, updates, bulk-imports, and converts Salesforce leads into accounts, contacts, and opportunities.See the skill Salesforce PipelineCreates, updates, and closes Salesforce opportunities, manages contact roles, and shows pipeline by stage or account.See the skill Solve360Reads and updates Solve360 CRM for real estate transaction coordination: contacts, companies, transactions, checklists, and deadlines.SSee the skill Stale Deal SweepReviews opportunity records for stale stages, missing fields, and close dates that need a human fix. Works out of the boxSee the skill Zoho CRMManages Zoho CRM leads, contacts, accounts, and deals, searches any module, and handles record relationships.
See the skill Zoho CRM ActivityManages Zoho CRM tasks, calls, events, and notes, all linked to leads, contacts, accounts, and deals.See the skill Zoho CRM Bulk JobsRuns bulk Zoho CRM jobs, including mass updates, deletions, assignments, lead conversions, and data import or export.See the skill Clones that work in CRM
Skills belong to roles. These clones run CRM skills as part of their job.
Skills for CRM: questions
What can AI do for CRM?
An AI clone can do the CRM work reps put off. It creates and updates records, logs activity, converts leads, moves deals through stages and runs bulk jobs like mass updates and imports in Zoho. It also runs weekly hygiene reviews that catch stale stages, missing fields and past-due close dates, so your pipeline reports reflect what is really happening.
Which CRMs do Clone skills support?
There are dedicated skills for Salesforce (accounts, contacts, leads, pipeline and activity), HubSpot (companies, contacts, deals and activity), Zoho CRM (core records, activity and bulk jobs), GoHighLevel (agency, contacts and pipeline), Odoo and Solve360 for real estate transactions. Review skills like Stale Deal Sweep and Pipeline Data Check work on the records your clone can see.
Can an AI clone change CRM records without approval?
Only if you allow it. Each clone is default-deny with object-level permissions you set, and 100% of its actions are logged in an execution log you can open from any chat. Some skills are approval-first by design: Odoo Updates previews every change and waits for a person to confirm, one record at a time.
How much does an AI CRM clone cost?
Every plan starts with a free trial. Paid plans are a flat monthly price with credits included, and Enterprise starts at $2,500 per month through Book a Demo. CRM skills run inside those plans rather than as per-seat add-ons. See current plans at clone.org/#pricing.
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Updated October 2026