Your CRM. A clearer next step.
Give your assistant a repeatable way to prepare follow-ups, capture meeting outcomes, and review your pipeline. Keep using your existing CRM.
Prepare a follow-up
Find the right contact, review the conversation, and draft a grounded next step. Check existing tasks before adding another.
Download follow-up skill ↓Capture meeting outcomes
Turn notes into decisions, commitments, and proposed CRM tasks—with the source behind each one.
Download meeting skill ↓Review your pipeline
Find missing next steps and stalled conversations. See the evidence before changing deal records.
Download pipeline skill ↓Start with one task
- Download a skill into your assistant’s supported skills directory, using its skill name as the folder name.
- Connect your CRM through that assistant, or give it an export to review.
- Ask for a specific outcome: “Use crm-follow-up to draft a reply for this contact. Do not send it.”
These are assistant instructions, not native Nexus CRM integrations. Installing a skill does not connect an account or grant permissions. With an export, the assistant prepares proposals; it cannot update your CRM.
Read setup and execution guidance →For teams building an agent workflow
Use the offline plan checker to catch missing IDs, unsupported operations, and missing evidence before execution. It does not verify permissions or execute changes.