CRM Audit

premium skill, $5.99 · crm-operations

A full CRM audit that ends in a prioritized remediation plan, not a findings list.

What you need before you run it

Needs an Apify token (usage billed to your Apify account); Node.js 18+; read access to your CRM, or an export of the records.

  • Apify account and API token (APIFY_TOKEN) (required). Runs the live data actors. Cost: A free Apify account works. Each run bills your own Apify account at the actor's Store price: company-identity-resolver 0.007 USD per company; legal-entity-resolver 0.007 USD per domain.
  • Node.js 18 or newer (required). The MCP tool calls. Cost: Free. It starts the Mamba Labs MCP server with `npx`.
  • Read access to your CRM, or an export of the records (required). The records, properties, pipelines and users the audit measures. Cost: None beyond your existing CRM.
Install it after checkout
bash
unzip crm-audit.zip -d ~/.claude/skills/

What it does

Every CRM audit finds the same things; the difference is what happens next. This skill runs the audit as audit then plan then execute: data quality, pipeline hygiene, field usage, automation state, and ownership gaps, each finding scored by business impact and sequenced into a remediation plan a team can actually run. CRM neutral by design, it works against HubSpot, Pipedrive, or Salesforce shaped data.

What it covers

  • CRM
  • data quality
  • RevOps
  • audit
  • pipeline hygiene

How it arrives

  1. Buy it once. The download is a zip with SKILL.md at the root.
  2. Unzip it into your agent's skills folder.
  3. Invoke it by name in Claude Code, Codex CLI, Cursor or any MCP compatible agent.
  4. Fixes and improvements ship as updates, with release notes by email.