Best Claude Skills for Sales & CRM (2026)
Sales skills encode the parts of the job a rep repeats every day. Anthropic’s Account Research and Call Prep skills give Claude a checklist for walking into a meeting informed, Sales Forecast and Competitive Intelligence structure the pipeline and the competitor story, and Corey Haines’ Cold Email, Sales Enablement and RevOps skills bring a practitioner’s playbook to outbound, collateral and pipeline operations.
HubSpot publishes its own CRM Lookup and Sales Reporting skills for agents working directly in a HubSpot portal.
Every one of these gets better with real context. On BusinessMCP they run against the contacts, companies, website visits and revenue already in your workspace, so call prep includes which pages the account read last week.
New to skills? Start with our Claude Skills guide, then come back and pick from the list below.
12 sales & crm skills from 3 publishers, listed alphabetically. 30 of their 36 skills.sh security audits are a pass and none is a fail; none ships scripts. How we vet skills
| Skill | Publisher | Licence | Audits |
|---|---|---|---|
| Account Research | anthropics | Apache-2.0 | 2/3 pass |
| Call Prep | anthropics | Apache-2.0 | 2/3 pass |
| Cold Email | coreyhaines31 | MIT | 3/3 pass |
| Competitive Intelligence | anthropics | Apache-2.0 | 2/3 pass |
| Customer Health | anthropics | Apache-2.0 | 2/3 pass |
| HubSpot CRM Lookup | hubspot | Apache-2.0 | 2/3 pass |
| HubSpot Sales Reporting | hubspot | Apache-2.0 | 3/3 pass |
| Lead Triage | anthropics | Apache-2.0 | 2/3 pass |
| Pipeline Review | anthropics | Apache-2.0 | 3/3 pass |
| RevOps | coreyhaines31 | MIT | 3/3 pass |
| Sales Enablement | coreyhaines31 | MIT | 3/3 pass |
| Sales Forecast | anthropics | Apache-2.0 | 3/3 pass |
Cold Email
coreyhaines31
Write B2B cold emails and follow-up sequences that get replies. Use when the user wants to write cold outreach emails, prospecting emails, cold email campaigns, sales development emails, or SDR emails.
Sales Enablement
coreyhaines31
When the user wants to create sales collateral, pitch decks, one-pagers, objection handling docs, or demo scripts.
RevOps
coreyhaines31
When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes.
HubSpot CRM Lookup
hubspot
Find a specific CRM record by ID, email, domain, or name fragment, and traverse associations for the full account picture.
HubSpot Sales Reporting
hubspot
Daily briefings, pipeline snapshots, and win/loss analysis from the terminal — closing-this-week, open pipeline by stage/owner, and closed-won vs closed-lost over a period.
Account Research
anthropics
Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit against your ICP. Cross-references existing CRM records.
Call Prep
anthropics
Pre-call brief for an upcoming meeting - attendees, account history, prior call context from transcripts, open opportunity status, and suggested discovery questions.
Sales Forecast
anthropics
Generate the commit / best-case / pipeline narrative for a forecast call or a 1:1 with your manager - what's closing, what's at risk, what changed since last time.
Competitive Intelligence
anthropics
Competitive analysis two ways - the in-deal play against a named competitor, and win/loss patterns, competitor mentions, and battlecards across the book.
Lead Triage
anthropics
Score and route an inbound lead, or rank a backlog of leads, against your ICP and qualification framework, then recommend a priority and next action.
Pipeline Review
anthropics
Stage-by-stage pipeline health check - coverage, aging, conversion, and at-risk deals - from CRM opportunity data.
Customer Health
anthropics
Health check on a customer account and QBR-ready prep - relationship strength, engagement trend, risk signals, value delivered, and the agenda that makes the review worth their time.
Run sales & crm skills on your own data
Open any skill above and press “Use in BusinessMCP” to import it after a free signup.
Get started freeFrequently asked questions
Do these work with a CRM other than HubSpot?
Most do. Account Research, Call Prep, Sales Forecast and the Corey Haines skills describe a method, not an API, so they work from whatever CRM data the agent can reach. Only the two HubSpot skills assume a HubSpot portal.
Can a sales skill send emails on its own?
A skill is instructions, not permissions — what it can do depends on the tools the agent has. On BusinessMCP an email the analyst drafts is approval-gated: nothing is sent until you approve it.