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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 | Use this skill when assessing CRM pipeline health across whatever CRM is actually connected through the gateway (typically HubSpot for this pack's target vendor set, but discovered rather than assumed). |
quote-to-close-tracking | Use this skill when tracing a deal's progress across the quote-to-close chain — a Pax8/Sherweb/Kaseya Quote Manager quote or a SalesBuildr proposal, through a PandaDoc document's sent/viewed/signed status, to a closed-won deal in the CRM. |
warm-lead-routing | Use this skill when scoring lead warmth from intent and engagement signals — Warmly website-visitor identification, HubSpot form fills and email engagement, and Calendly booking activity — and proposing which rep a warm lead should be routed to. |
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
Use this skill when assessing CRM pipeline health across whatever CRM is actually connected through the gateway (typically HubSpot for this pack's target vendor set, but discovered rather than assumed).