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Portrait of Iris
Portrait of Oren
Portrait of Keir
Portrait of Milan Additional members: 15
Portrait of Nila
Portrait of Hugo
Portrait of Celia
Portrait of Bastian
Portrait of Edda
Portrait of Rami Additional members: 9
Portrait of Elin
Portrait of Cedric Additional members: 7

Team · Version 1.0.0

CRM system builders

Team members: 19

Customer pipelines, permissions, integrations, dashboards, analytics, notifications and data security.

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CRM system builders

Customer pipelines, permissions, integrations, dashboards, analytics, notifications and data security.

Members: Aria, Atlas, Axel, Bastian, Cedric, Celia, Edda, Elin, Hugo, Iris, Keir, Maren, Milan, Nila, Oren, Orion, Permit, Proof, and Rami. Includes their complete profiles, portraits and 100 shared supporting skills.

Install the team, then assign it to a project. The shared specialists and their skill dependencies travel together.

What is included

Agents 19

Teams 1

  • CRM system builders

Skills in this team 100

Explore the skills assigned to this team. Open a card for a clear explanation, a practical example and the agents who use it.

Business project foundations

Helps choose a reusable application foundation by comparing actual workflow fit, ownership effort and alternatives to building from scratch.

business-project-foundations

Included files 4
  • SKILL.md
  • references/README.md
  • references/adoption-checklist.md
  • references/repositories.json

Discover company workflows

Finds operational constraints in real company workflows and compares reversible process improvements before recommending additional software or automation.

company-operating-model-discovery

Included files 1
  • SKILL.md

Business process models

Builds a coherent model of commercial documents and responsibilities so each business step retains its meaning and historical terms.

business-process-domain-modeling

Included files 1
  • SKILL.md

Business goal alignment

Checks whether proposed work serves a documented user outcome and suggests a proportionate alternative when technical scope grows beyond it.

business-goal-alignment

Included files 1
  • SKILL.md

Simplify user workflows

Removes unnecessary steps and repeated input while preserving meaningful decisions and complete task progress.

workflow-simplification

Included files 1
  • SKILL.md

Discover product data flows

Traces actual product, commercial and personal-data workflows before legal analysis or document drafting.

product-data-flow-discovery

Included files 1
  • SKILL.md

Compare engineering options

Helps choose between realistic solutions by considering development effort, ongoing maintenance and the consequences of changing course later.

trade-off-lifecycle-cost-analysis

Included files 1
  • SKILL.md

Scope and acceptance criteria

Defines a finite complete task and keeps optional enhancements from silently expanding implementation.

scope-control-acceptance-criteria

Included files 1
  • SKILL.md

Customer needs and jobs

Turns real customer episodes into evidence about desired outcomes, obstacles and testable product assumptions.

customer-discovery-jtbd

Included files 1
  • SKILL.md

Turn user feedback into findings

Organizes interviews, support requests and observations into supported findings that help you decide what to improve next.

user-research-synthesis

Included files 2
  • LICENSE.txt
  • SKILL.md

Grade technical research evidence

Labels capability claims according to documentation, inspected source, executed experiments or explicit inference.

evidence-grading-research-verification

Included files 1
  • SKILL.md

Evidence-grounded innovation

Generates distinct product concepts from real user problems, existing capabilities and testable assumptions.

innovation-brainstorming

Included files 1
  • SKILL.md

Product analytics and experiments

Defines decision-relevant metrics and experiments with clear populations, baselines, guardrails and uncertainty.

product-analytics-experiments

Included files 2
  • LICENSE.txt
  • SKILL.md

CRM fit and total cost

Compares CRM options against verified workflows and realistic multiyear costs rather than feature lists alone.

crm-platform-fit-tco

Included files 1
  • SKILL.md

Focused technical research

Narrows technical research to a decision with real constraints, existing capabilities and a manageable set of viable alternatives.

research-problem-framing-candidate-discovery

Included files 1
  • SKILL.md

CRM sales pipelines

Models lead conversion, deal stages and follow-up work without losing customer interaction history.

crm-sales-pipelines

Included files 1
  • SKILL.md

Scope technical experiments

Defines a small time-bounded experiment when an important decision depends on a genuinely unknown technical fact.

technical-spike-scoping

Included files 1
  • SKILL.md

Integration adoption planning

Turns a technical recommendation into a concrete integration plan with local touchpoints, lifecycle boundaries and visible uncertainty.

integration-architecture-adoption-plan

Included files 1
  • SKILL.md

Extensible CRM architecture

Designs CRM extension boundaries around actual business lifecycles, permissions and historical commercial records.

crm-framework-architecture

Included files 1
  • SKILL.md

Tenant data ownership

Clarifies who owns each category of SaaS data and enforces relationships that cannot silently cross workspace boundaries.

tenant-model-data-ownership

Included files 1
  • SKILL.md

Field and relationship permissions

Enforces access based on ownership and team relationships, including different visible or editable fields on one record.

field-relationship-permissions

Included files 1
  • SKILL.md

Recoverable database migrations

Plans schema changes that preserve data and allow old and new application versions to coexist during transition.

database-migrations

Included files 2
  • LICENSE.txt
  • SKILL.md

Complete business flow testing

Verifies business features through connected document lifecycles and their exceptions, not just individual create or edit screens.

end-to-end-business-verification

Included files 1
  • SKILL.md

Salesforce CRM engineering

Implements Salesforce behavior within actual org automation, sharing rules and transaction or platform limits.

salesforce-crm-engineering

Included files 1
  • SKILL.md

CRM and ERP integration

Connects customer and business systems through explicit ownership, identity mapping and repeat-safe synchronization rules.

crm-erp-integrations

Included files 1
  • SKILL.md

Check who can access what

Checks that people can only view and change what they are allowed to, including bulk actions and data exports.

authorization-verification

Included files 1
  • SKILL.md

Reliable background jobs

Makes queued work safe to repeat and recover by treating duplicate delivery and partial completion as normal operational cases.

background-jobs

Included files 2
  • LICENSE.txt
  • SKILL.md

API contract testing

Verifies the request, response and side-effect contracts that API callers rely on, including authorization and webhook replay behavior.

api-testing

Included files 2
  • LICENSE.txt
  • SKILL.md

Deployment verification and recovery

Verifies a release in its actual runtime and selects a recovery path that accounts for data and schema effects.

deployment-verification-recovery

Included files 1
  • SKILL.md

HubSpot CRM integration

Builds HubSpot synchronization around the portal’s actual object model, preserving associations, communication consent and recoverable partial results.

hubspot-crm-engineering

Included files 1
  • SKILL.md

Master data and deduplication

Finds duplicate business records and prepares auditable merges or imports without losing relationships and history.

master-data-deduplication

Included files 1
  • SKILL.md

Cookies and electronic marketing

Reviews tracking and marketing flows against their actual consent, purpose and local legal context.

cookies-electronic-marketing

Included files 1
  • SKILL.md

Operational observability

Connects logs, metrics and traces to concrete questions about failures, performance and user impact.

observability

Included files 2
  • LICENSE.txt
  • SKILL.md

Dataverse and Dynamics engineering

Adapts Dynamics business behavior to solution layers, execution stages and the permissions of real service identities.

dataverse-dynamics-crm-engineering

Included files 1
  • SKILL.md

Business states and integrity

Keeps operational and financial state consistent through separate lifecycle dimensions, exact quantities and corrections that preserve finalized history.

business-states-data-integrity

Included files 1
  • SKILL.md

Debug concurrent data changes

Finds why concurrent requests lose updates, create duplicates or violate business invariants.

data-concurrency-debugging

Included files 2
  • LICENSE.txt
  • SKILL.md

Frappe and ERPNext CRM extensions

Builds version-compatible custom applications around document lifecycles, permissions and supported framework extension points.

frappe-erpnext-crm-engineering

Included files 1
  • SKILL.md

Verify dependency upgrades

Establishes whether a dependency upgrade actually works through lockfile review, reproducible builds and real integration paths.

compatibility-regression-verification

Included files 1
  • SKILL.md

Odoo CRM and business modules

Extends Odoo through supported module inheritance with explicit company boundaries, business states and upgrade checks.

odoo-crm-engineering

Included files 1
  • SKILL.md

Quotes, orders and fulfillment

Connects accepted quotations to orders and partial fulfillment while preserving agreed terms and accurate remaining billable quantities.

quotes-orders-fulfillment

Included files 1
  • SKILL.md

Tenant isolation verification

Tests tenant boundaries adversarially using comparable data in two workspaces, including indirect relationships and shared infrastructure.

tenant-isolation-verification

Included files 1
  • SKILL.md

Reliable CRM synchronization

Makes CRM synchronization recoverable across duplicate events, reconnects, throttling and conflicting updates.

crm-sync-reliability

Included files 1
  • SKILL.md

Retries and compensation

Recovers failed workflow steps using durable results, bounded retries and explicit handling of uncertain external effects.

retries-compensation

Included files 1
  • SKILL.md

Tenant context propagation

Establishes verified workspace context once and carries it explicitly through application boundaries without unsafe default fallbacks.

tenant-context-propagation

Included files 1
  • SKILL.md

API integration checks

Tests service boundaries with invalid input, overlapping requests and partial outages to reveal inconsistent or duplicated outcomes.

api-integration-qa

Included files 1
  • SKILL.md

CRM migration and reconciliation

Plans traceable CRM data moves with explicit mappings, ambiguous-match handling and reconciliation before cutover.

crm-migration-reconciliation

Included files 1
  • SKILL.md

Workspace provisioning and migration

Handles workspace creation, migration and retirement as recoverable operations with explicit progress across every affected data store.

tenant-provisioning-data-migration

Included files 1
  • SKILL.md

Backup and restore validation

Checks whether backups can restore a usable system within stated data-loss and recovery-time objectives.

backup-restore-validation

Included files 1
  • SKILL.md

Workflow data consistency

Checks that lifecycle changes agree across lists, details, events and persistent state, including partial failures.

data-workflow-consistency

Included files 1
  • SKILL.md

Review migration rollout

Checks a proposed migration against existing data, coexisting versions, locking and real rollback feasibility.

migration-rollout-review

Included files 1
  • SKILL.md

Service and retention workflows

Connects onboarding, support and renewals through clear ownership, service clocks and explainable customer indicators.

customer-service-retention-workflows

Included files 1
  • SKILL.md

Workflow state modeling

Separates workflow meaning, canvas layout and execution history into explicit versioned models and state transitions.

workflow-semantics-state-modeling

Included files 1
  • SKILL.md

Durable waits and events

Makes workflows waiting for deadlines or external events survive restarts and duplicate wake-up signals.

durable-waits-event-correlation

Included files 1
  • SKILL.md

Validate metric meaning

Checks whether a dashboard number answers the intended question with correct populations, units and time boundaries.

data-semantics-metric-validation

Included files 1
  • SKILL.md

Revenue operations lifecycle

Defines auditable sales stages, ownership, routing and historical measures without treating forecasts as established facts.

revenue-operations-lifecycle

Included files 1
  • SKILL.md

Verifiable business reporting

Makes business metrics traceable to precise document states, dates, currencies and source rows that users are allowed to see.

business-reporting-analytics

Included files 1
  • SKILL.md

Inventory and procurement

Separates physical stock, reservations and incoming goods while tracing purchasing and returns through recorded movements.

inventory-procurement

Included files 1
  • SKILL.md

Projects and resource planning

Connects customer orders to delivery work, capacity, approved time and the correct billing basis.

projects-resource-planning

Included files 1
  • SKILL.md

Codebase discovery

Helps you navigate an existing project by locating important files, system connections and the right place for a scoped change.

codebase-discovery

Included files 2
  • LICENSE.txt
  • SKILL.md

Architecture planning

Shapes the smallest viable architecture around measurable requirements, explicit data ownership and the operational trade-offs your team faces.

architecture-planning

Included files 2
  • LICENSE.txt
  • SKILL.md

Implementation task breakdown

Converts a specification into ordered, reviewable delivery tasks with working user outcomes and explicit acceptance evidence.

task-breakdown

Included files 2
  • LICENSE.txt
  • SKILL.md

Backend implementation

Implements server behavior in tested, coherent increments that preserve business rules, transaction integrity and visible failure states.

backend-implementation

Included files 2
  • LICENSE.txt
  • SKILL.md

Connect systems and services

Connects your application to other systems. Defines how they exchange data, handle errors and recover when a service is temporarily unavailable.

api-integration

Included files 2
  • LICENSE.txt
  • SKILL.md

Safe legacy refactoring

Restructures legacy code in focused steps while recording current behavior and keeping intentional changes distinct from accidental regressions.

legacy-refactoring

Included files 2
  • LICENSE.txt
  • SKILL.md

Secure application development

Checks how your application handles sign-ins, forms, uploads and sensitive data. Helps prevent malicious input and unintended data exposure.

secure-coding

Included files 2
  • LICENSE.txt
  • SKILL.md

Testing and reliability

Builds tests for individual functions and complete workflows, helping catch errors and prevent previously fixed problems from returning.

testing-discipline

Included files 1
  • SKILL.md

Focused code changes

Keeps a code change complete but reviewable by following local conventions and limiting edits and dependencies to the requested outcome.

clean-changes

Included files 1
  • SKILL.md

Distinctive interface design

Creates a visual direction rooted in the product’s subject, real content and audience while respecting an existing brand.

frontend-design

Included files 2
  • LICENSE.txt
  • SKILL.md

Frontend implementation

Turns designs into usable interfaces with clear loading and error states, reliable interactions and layouts that work on different screens.

frontend-ui-engineering

Included files 2
  • LICENSE.txt
  • SKILL.md

Accessible interfaces

Helps people use your interface with a keyboard or screen reader, with readable contrast, clear labels and understandable error messages.

web-accessibility

Included files 1
  • SKILL.md

Visual interface QA

Finds visible interface defects in real browser states, screen sizes and content extremes before a change is declared finished.

visual-qa

Included files 2
  • LICENSE.txt
  • SKILL.md

Extend a design system

Builds consistent reusable interface foundations from the project's actual components, tokens and recurring needs.

design-system

Included files 2
  • LICENSE.txt
  • SKILL.md

Purposeful interface motion

Uses restrained animation to explain state changes and provide feedback while keeping frequent actions quick and accessible.

ui-motion

Included files 2
  • LICENSE.txt
  • SKILL.md

Visual asset briefs

Turns a page’s communication need into an actionable image brief with composition, delivery formats and brand-specific constraints.

visual-asset-brief

Included files 1
  • SKILL.md

Faster websites with measured results

Finds the real causes of slow page loading and delayed interactions, then checks improvements using comparable before-and-after measurements.

web-performance

Included files 1
  • SKILL.md

Landing page conversion

Shapes a landing page around one clear visitor outcome, truthful evidence and a focused next action.

landing-page-conversion

Included files 1
  • SKILL.md

Mobile application experience

Shapes complete mobile journeys around platform conventions, touch use, network conditions and clear feedback.

mobile-app-ux

Included files 1
  • SKILL.md

Model authorization rules

Defines access decisions from actor, organizational scope, action, resource state, relationships and approval requirements.

authorization-modeling

Included files 1
  • SKILL.md

Enforce server-side policies

Applies the same authorization rules to direct actions, queries, exports and background work, with denied access when context is missing.

server-side-policy-enforcement

Included files 1
  • SKILL.md

Temporary delegated access

Provides temporary authority transfer without granting more power than the original holder currently possesses.

delegation-temporary-access

Included files 1
  • SKILL.md

Business approval workflows

Models commercial approvals around the document actually reviewed, with thresholds and responsibilities that remain valid at execution.

approval-workflows

Included files 1
  • SKILL.md

Agent authorization

Restricts agent actions to both the delegating person’s authority and the agent’s assigned purpose, including paused and resumed work.

agent-authorization

Included files 1
  • SKILL.md

Permission changes and audit trails

Keeps authorization decisions current after role changes and records policy or approval history without leaking denied data.

policy-audit-cache-invalidation

Included files 1
  • SKILL.md

Systematic debugging

Finds the earliest demonstrated cause of a reproducible failure through explicit hypotheses and focused verification.

systematic-debugging

Included files 2
  • LICENSE.txt
  • SKILL.md

Actionable bug reports

Writes precise defect reports that help another person reproduce the problem, understand its impact and verify the eventual repair.

bug-reporting

Included files 2
  • LICENSE.txt
  • SKILL.md

Code review

Finds actionable defects in a change by comparing requirements, surrounding code and concrete user consequences.

code-review

Included files 2
  • LICENSE.txt
  • SKILL.md

Risk-based test planning

Allocates test effort according to the impact and likelihood of what a change could break.

risk-based-testing

Included files 2
  • LICENSE.txt
  • SKILL.md

End-to-end user flow tests

Verifies critical journeys in a real browser against a controlled test system with observable outcomes.

e2e-testing

Included files 2
  • LICENSE.txt
  • SKILL.md

Authorization testing

Proves forbidden operations fail through direct requests, indirect data paths and realistic multi-user permission scenarios.

authorization-testing

Included files 2
  • LICENSE.txt
  • SKILL.md

Executable business rules

Turns approved business rules into testable properties that remain meaningful at numeric boundaries, under repetition and across tenant scopes.

business-invariants-contracts

Included files 1
  • SKILL.md

Property-based testing

Generates many valid domain cases to verify rules across boundaries that hand-picked examples often miss.

property-based-testing

Included files 1
  • SKILL.md

Shrink and replay failing cases

Turns a large generated test failure into a small valid example with enough information to reproduce it.

counterexample-shrinking-replay

Included files 1
  • SKILL.md

Validating property tests

Checks the credibility of property tests by validating independent expectations, meaningful generated cases and sensitivity to known faults.

test-oracle-generator-validation

Included files 1
  • SKILL.md

Stateful model-based tests

Generates sequences of actions against a simple reference model to find failures that isolated examples miss.

stateful-model-based-testing

Included files 1
  • SKILL.md

Metamorphic testing

Tests relationships between related inputs and outputs when exact answers are difficult to compute independently.

metamorphic-testing

Included files 1
  • SKILL.md

Financial and quota invariants

Checks balance conservation, reservation limits and replay safety across generated financial and quota operations.

financial-quota-properties

Included files 1
  • SKILL.md

Generated authorization checks

Tests access invariants across generated users, workspaces, resources, delegations and approval sequences.

authorization-tenant-properties

Included files 1
  • SKILL.md

Time and scheduling properties

Tests time-dependent rules with controlled clocks and deliberate calendar, expiry and timezone edge cases.

time-scheduling-properties

Included files 1
  • SKILL.md

Concurrent correctness properties

Tests whether concurrent operations preserve business invariants across controlled scheduling orders, with reproducible counterexamples when they fail.

concurrency-properties

Included files 1
  • SKILL.md

Serialization round-trip properties

Checks that encoding, decoding and normalization preserve intended data across arbitrary inputs and schema changes.

serialization-round-trip-properties

Included files 1
  • SKILL.md

Requirements

  • Orqestria installed on your computer.
  • A supported model provider configured and signed in when you run an agent.