CRM & pipeline
41 community templates for Grok Bot. Most bookmarked on X first.
Account Health
by SpaceX Official xAISee risk and expansion before the QBR. Reads usage and signals across your book and turns portfolio noise into a clear watch list.
Not specified17 bookmarks on XShared 23 Sep 2026
Account Manager
by SpaceX Official xAIKeep every key account warm without rebuilding context each time. Preps every call from transcripts, notes, CRM, and Slack, drafts follow-ups, and keeps next steps current.
Drafts for your approvalSlack17 bookmarks on XShared 23 Sep 2026
Pre-Call Intelligence
by Eric Siu · @ericosiuA read-only sales-prep agent for founders and revenue teams. It turns calendar, CRM, email, Slack, and prior call notes into a short decision card before each important meeting, then drafts follow-ups after the call…
Drafts for your approvalSlack16 bookmarks on XShared 20 Oct 2026
Revenue Signal Radar
by Eric Siu · @ericosiuWeekday revenue-action radar for HubSpot shops. Ranks expansion, stalled deals, and closed-lost revival with evidence and draft next steps. Read-only until you approve an exact send.
Drafts for your approvalHubSpot2 bookmarks on XShared 4 Sep 2026
AE deal bot
by Scott Metcalf · @scottxmetcalfYou are an AE deal bot. You help qualify, research, and move Cursor deals. Purpose - Score and coach opps with MEDDPICC. - Research accounts (Athena). - Map EB / champion coverage. - Outbound and stage-gate help when…
Reads and advises1 bookmark on XShared 1 Sep 2026
Jordan Belfort
by Liam · @liam_fallenONLY job: the owner's Sales Manager. Run the sales operation — pipeline, follow-up, conversion — not just outbound blasts. Employee, not a chatbot and not a novelty character. Personality with the owner (INTERNAL only):…
Not specified1 bookmark on XShared 1 Sep 2026
Any CRM
by Corben Hogan · @CorbenH414Your assistant inside whatever CRM you run, from Salesforce, HubSpot, Dynamics 365, Zoho, Pipedrive, and GoHighLevel to any other CRM with docs and an API. It walks you through connecting, learns how your account is set…
Drafts for your approvalHubSpot Salesforce0 bookmarks on XShared 22 Oct 2026
Cadence
by Carlos Bedia · @carlosbediaOps desk for one owner: whitelist who may message you (person × channel × topic), draft by default, keep a light CRM, and only auto when you allow it. Prefer cheap script gathers over chatty polls.
Drafts for your approval0 bookmarks on XShared 6 Oct 2026
Close Wholesaling Assistant
by Austin Kost · @xovionaiWorks your seller leads in Close CRM. It drafts plain, human seller texts for your OK, logs offers, and keeps every lead's status, notes and follow-ups accurate.
Drafts for your approval0 bookmarks on XShared 19 Oct 2026
Conference Lead Tracker
by Arush Jain · @Arushj01Talk to it after every conference meeting. It logs who you met and the follow-up, finds LinkedIn and email, sets reminders, and exports a sorted follow-up list or loads leads into your CRM.
Not specifiedLinkedIn0 bookmarks on XShared 24 Oct 2026
Dedupe Desk
by Thuong P. Nguyen · @teeRex247Two messy spreadsheets in, one clean merged list out, with every conflict listed instead of silently resolved. For anyone merging contact, customer, lead or member lists.
Can act for you0 bookmarks on XShared 19 Oct 2026
Follow-Up CRM
by Anthony · @AnthonyDoPersonal CRM for open loops across email and calendar. Weekly nudge and draft-only outreach. Never sends outreach unasked.
Drafts for your approval0 bookmarks on XShared 30 Sep 2026
GHL Builder
by Brad Smith · @bradsmithSet up a GoHighLevel sub-account from a plain-English chat. Built for agencies and business owners: it interviews you, proposes a pipeline and follow-up plan, and builds them once you approve.
Drafts for your approval0 bookmarks on XShared 17 Oct 2026
GoHighLevel Guide
by Corben Hogan · @CorbenH414Works inside GoHighLevel (HighLevel) as you, for agencies and single businesses alike. It connects, maps your pipelines and contacts, does your daily CRM work, and waits for your yes only on the things you choose to…
Drafts for your approval0 bookmarks on XShared 23 Oct 2026
Herbert
by Derek Reynolds · @derek_all_gustoA HubSpot Solutions Partner operator that answers HubSpot how-tos and runs your clients' portals by API and CLI. Reads are free, drafts and sandbox work need no sign-off, and live writes wait for your exact go-ahead.
Drafts for your approvalHubSpot0 bookmarks on XShared 5 Sep 2026
HubSpot Helper
by Jon · @TheJonMartinA friendly HubSpot help desk that answers CRM, workflow, reporting, integration and API questions with numbered steps checked against live HubSpot docs. Built by Jon Martin (thejonmartin.com).
Not specifiedHubSpot0 bookmarks on XShared 12 Oct 2026
JobNimbus Guide
by Corben Hogan · @CorbenH414Works inside JobNimbus as you for roofers and other contractors. It connects your account, keeps leads, jobs and tasks moving, sends a daily brief, and suggests tools that fit how you work, and anything you choose to…
Drafts for your approval0 bookmarks on XShared 23 Oct 2026
Kickbox → HubSpot Importer
by @pofabro ·Runs Kickbox email hygiene on contacts from a Google Sheet or HubSpot view, then imports Deliverable results back into HubSpot as updates to existing contacts. Click here to create a Kickbox account…
Not specifiedGoogle Sheets HubSpot0 bookmarks on XShared 22 Sep 2026
Plant Field OS
by @Quantumcowgirl1 ·Zero-friction field sales OS: daily planning cockpit, installed-base map, Free Site Audit that trains the rep, and a lightweight leadership dashboard — so the right sales behavior is the easy path.
Not specified0 bookmarks on XShared 20 Sep 2026
Realtor Morning Brief
by Bryan Dunleavy · @BryanDunleavyWeekday morning ops for solo agents: hot CRM activity, new-lead drafts under 40 words, today’s call script, and one blocker. Drafts only — you approve before anything sends.
Drafts for your approval0 bookmarks on XShared 2 Oct 2026
Revenue Enablement Bot
by Nathan Clark · @nathanclarkA generalist sales and revenue enablement manager for enablement leads, sales managers, and RevOps. It routes an ask to the right specialist skill and produces a reviewable draft for messaging, coaching, launches,…
Drafts for your approval0 bookmarks on XShared 5 Sep 2026
Salesforce Guide
by Corben Hogan · @CorbenH414Works inside your Salesforce org as you: gets you connected step by step, then handles daily pipeline, lead, account, and case work and sends a daily brief. You choose what always waits for your yes.
Drafts for your approvalSalesforce0 bookmarks on XShared 23 Oct 2026
Account Research Desk
by Anoop Baliga Official xAIResearches the companies you sell to and writes your pre-call brief and account plan. Works from the public web and the notes you paste, and never sends without you.
Not specified
Acquisition PM
by Ash NaikAcquisition PM for 7D/Cadence teams. Turns Deployment=Done capability into qualified pipeline, hands trial/signup starts to Monetize PM, and writes market signal only through Documentation.
Not specified
ADM account bot
by Scott MetcalfGrow and retain accounts — weekly plan, expansion, stickiness, rollout, stories.
Not specified
Call FAQ Miner
by SpaceX Official xAIKeep enablement current from real calls. Tracks questions, timestamps answers, and links back to the source recording.
Not specified
Call Follow-Ups
by Daniel Brill Official xAITurns each recorded call into a follow-up email in your voice, a next-steps note, and the CRM updates, including the qualification fields your team runs on. Watches Gong and Granola for new calls, and nothing sends or…
Not specified
CRM Operations Manager
by SpaceX Official xAIKeep the pipeline clean. Handles CRM and org-chart hygiene before and after meetings so records stay current without a manual pass.
Can act for you
Deal Desk Coordinator
by SpaceX Official xAIDraft contextual internal deal notes from past emails, Salesforce, and calls, then submit in Salesforce once you approve.
Drafts for your approvalSalesforce
Deal Inspector
by Jon Grigull Official xAIChecks every deal that moved stage against your qualification criteria using the actual call transcripts. Quotes the evidence, flags what is missing, recommends promote or close, and proposes the CRM updates for your…
Drafts for your approval
EBR & Value Deck Builder
by Krista Letz Official xAIBuilds an executive business review or value deck for a named account from your CRM, call history, and usage data, on your brand, and hands you an editable file. Never invents a number, and nothing goes to the customer…
Not specified
Lead Pipeline Desk
by Miguel Cruz Official xAIScores your inbound leads, merges duplicates, assigns an owner, and flags what's stuck. Works from a CRM export, a sheet, or a paste, and never sends anything without you.
Can act for you
PG Bot
by Scott MetcalfOne-job AE territory pipeline-generation coverage bot: book-level outreach, meetings, contact depth, Potential ARR, untouched high-potential contacts, and 30-day dark accounts for a named AE. Markdown in chat; confirm…
Not specifiedSlack
Pilot Intake
by Sean OBrienTell it your use case and seat count for a Stability Validator pilot. It collects those details and shows the use-license DRAFT for a person to review — not legal advice, not auto-sign, not engine access.
Drafts for your approval
Pipeline Analyst
by SpaceX Official xAIWalk into pipe with a clean view. Scrubs Salesforce + sheets, flags stalls and commit risk, and drops a Monday scoreboard.
Can act for youSalesforce
Pipeline Pulse
by Krista Letz Official xAIScans your full pipeline for movement, stale next steps, forecast risk, and CRM gaps. Shows what changed across the book and drafts the updates needed to keep the forecast honest.
Drafts for your approval
Plant Field OS
by UnknownZero-friction field sales OS: daily planning cockpit, installed-base map, Free Site Audit that trains the rep, and a lightweight leadership dashboard — so the right sales behavior is the easy path.
Not specified
Renewal Desk Operator
by SpaceX Official xAIWalk into every renewal already briefed. Builds a 90-day pack per account from usage, tickets, Gong, and CRM, drafts the commercial note, and nudges legal only when terms are stuck.
Drafts for your approval
Retention PM
by Ash NaikRetention PM for 7D/Cadence teams. Picks up Monetization=Operating accounts, runs penetration plans and health monitoring, and writes Retention status only through Documentation.
Not specified
Zoho Small Business Operator
by Ev OputaRun your Zoho business without living in 12 tabs. Cash, CRM, customers, and campaigns - drafts ready, nothing goes out until you say so.
Drafts for your approval