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Sales Pack
Sales & Deal Desk — cross-vendor pipeline health, quote-to-close tracking, proposal follow-up, and warm-lead routing across whatever CRM, proposal, distribution, and scheduling tools you have connected.
Installation
Install this plugin individually:
/plugin marketplace add wyre-technology/msp-claude-plugins --plugin sales-pack Or install all MSP plugins at once:
/plugin marketplace add wyre-technology/msp-claude-plugins Features
- Pipeline Health
- Quote To Close Tracking
- Warm Lead Routing
Skills
This plugin provides 3 skills that teach Claude about Sales Pack:
| Skill | Description |
|---|---|
pipeline-health | CRM pipeline health assessment against whatever CRM is discovered through the gateway: stage-velocity norms derived from closed-won deals, activity-based stalled-deal detection, raw and quality-adjusted pipeline coverage against a revenue target, and the CRM-less degradation rule (report nothing rather than fabricate figures). |
quote-to-close-tracking | The quote-to-close handoff chain — a Pax8/Sherweb/Kaseya Quote Manager quote or SalesBuildr proposal, through a PandaDoc document's sent/viewed/signed status, to a closed-won CRM deal — and the four distinct stall points along it (quote built with no proposal document, proposal sent but not opened, viewed but not signed, signed but the CRM deal never marked closed-won), including cross-system record matching and what to report when only part of the chain is connected. |
warm-lead-routing | Lead-warmth scoring from intent and engagement signals — Warmly website-visitor identification, CRM form fills and email engagement, and Calendly booking activity — using an explainable Hot/Warm/Warm-Cool/Cool tiering, plus routing recommendations based on owner continuity, CRM routing rules, or rep capacity, and the degradation path to CRM-only signals when intent tools aren't connected. |
Agents
This plugin provides 3 agents for autonomous task execution:
| Agent | Description |
|---|---|
pipeline-auditor | Use this agent when a sales manager, deal desk owner, or MSP leadership needs a full cross-vendor sweep of the open sales pipeline — stalled and at-risk deals ranked by value and staleness, with each stall diagnosed against the full quote-to-close chain rather than CRM activity alone. |
proposal-follow-up-tracker | Use this agent when a sales rep, deal desk owner, or sales manager needs to know which proposals and quotes need attention right now, with a drafted follow-up action for each. |
warm-lead-router | Use this agent when a sales manager or rep needs to know which leads are showing real buying intent right now, and who should follow up on each one. |
Commands
Available slash commands:
| Command | Description |
|---|---|
/pipeline-pulse | Pipeline snapshot - total pipeline value, stalled-deal count, deals closing this period, and biggest movers since last check |
/stalled-deals | List deals/proposals with no forward movement within a window across the full quote-to-close chain, sorted by value |
/warm-leads | List currently-warm leads with routing recommendations |
API Reference
| Base URL | |
| Authentication | |
| Rate Limit | |
| Documentation |
Example Usage
Pipeline snapshot - total pipeline value, stalled-deal count, deals closing this period, and biggest movers since last check
/pipeline-pulseList deals/proposals with no forward movement within a window across the full quote-to-close chain, sorted by value
/stalled-dealsList currently-warm leads with routing recommendations
/warm-leadsUsing Skills
/skill sales-pack:pipeline-health
CRM pipeline health assessment against whatever CRM is discovered through the gateway: stage-velocity norms derived from closed-won deals, activity-based stalled-deal detection, raw and quality-adjusted pipeline coverage against a revenue target, and the CRM-less degradation rule (report nothing rather than fabricate figures).