# crm-insights

> Claude/Codex skill by [@windsor-ai](https://omgskills.com/library/windsor-ai/index.md) · 1 stars · Updated 2026-10-09

Report, rank, compare, and trend crm performance across HubSpot, Salesforce, Pipedrive, GoHighLevel, Zoho CRM, and ActiveCampaign through Windsor.ai. Use when the user asks about contacts, companies, deals and opportunities, pipeline stage, deal value, win rate, owners, activities, and campaign or email performance. Do not use to change anything, to connect an account, or to schedule exports - route those to the sibling skills.

Tags: ai-agents, analytics, claude-code, claude-plugin, marketing-data, mcp, windsor-ai

## Install

```sh
git clone https://github.com/windsor-ai/claude-windsor-ai-plugin /tmp/claude-windsor-ai-plugin && ln -s /tmp/claude-windsor-ai-plugin/skills/crm-insights ~/.claude/skills/crm-insights
```

## From README

CRM insights Read live crm data from HubSpot, Salesforce, Pipedrive, GoHighLevel, Zoho CRM, and ActiveCampaign through Windsor.ai and turn it into a clear report, ranking, comparison, or trend. The main connector ids for this area are hubspot, salesforce, pipedrive, gohighlevel, zoho, activecampaign. Other sources in the same category work the same way; find their ids with getconnectors. Stay in scope Use this skill for metrics, rankings, comparisons, trends, and breakdowns of contacts, companies, deals and opportunities, pipeline stage, deal value, win rate, owners, activities, and campaign or email performance across pipeline, deal or opportunity, contact, company, and campaign. If the user asks to pause, enable, change a budget or bid, or update a record, use /crm-manage instead. If the user asks to connect, reconnect, or add an account, use /windsor-connect instead. If the user asks for a recurring, scheduled, or automated export, use /windsor-export instead.

## Links

- HTML page: https://omgskills.com/library/windsor-ai/claude-windsor-ai-plugin/skills/crm-insights/
- GitHub: https://github.com/windsor-ai/claude-windsor-ai-plugin
- Author: [@windsor-ai](https://omgskills.com/library/windsor-ai/index.md)

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