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Sales pipeline, CRM and sales forecasting v1.0.0

Use this resource to organise sales follow-up and forecast sales in a CRM

New

  • 423 downloads
  • 143 likes
  • 239 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install sales-pipeline-crm

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent defines pipeline stages, lead qualification criteria, tracking indicators and a sales forecasting method, then suggests the automations to set up in your CRM. You get a sales framework ready to apply.

Mostly picked by

Updated November 2, 2026

Card for the “Sales pipeline, CRM and sales forecasting” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: pipeline management, lead qualification, forecasting and automation
  • references/EXAMPLES.md: pipeline and sales follow-up examples

Good fit for

  • Your opportunities live in a spreadsheet that is hard to read
  • You need to set quotas and split territories between sales reps

Not for

    Tags

    • crm
    • pipeline
    • sales
    • forecasting

    About

    You say

    “Define the stages of my B2B pipeline and the criteria for qualifying a lead.”

    Card for the “Sales pipeline, CRM and sales forecasting” skill

    Skill published by personamanagmentlayer under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to organise sales follow-up and forecast sales in a CRM
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE10.9 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/EXAMPLES.md20.2 KB
    • SKILL.md5.3 KB

    Origin and licence

    Listed unmodified

    Author
    personamanagmentlayer
    Source
    github.com/personamanagmentlayer/pcl/tree/79ccaa9820486121fa33aaa696ec16fa1607bf02/stdlib/domains/sales-expert
    Licence
    Apache-2.0

    Notice

    « sales-expert » (personamanagmentlayer, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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