Sales
Research prospects, prep for calls, and move deals forward faster
The Sales plugin for Claude Cowork gives sales teams account research, call prep, outreach drafting, and pipeline analysis. It's designed for account executives, SDRs, and sales managers who need to prepare faster and personalize outreach at scale.
The Sales plugin turns Claude into a sales enablement partner. It helps you prospect, craft personalized outreach, and build deal strategy. Before every call, you get research briefs on the account. Between calls, it keeps your pipeline organized and your messaging sharp — so you spend less time on admin and more time closing.
Who is this for?
Account executives, SDRs, sales managers, and revenue teams who want to spend more time selling and less time researching, writing emails, and updating CRMs. Works for both individual reps managing their book and team leads reviewing pipeline.
What you can do
- Research a prospect's company, recent news, and competitive landscape before a call
- Draft personalized outreach emails and sequences tailored to each prospect
- Get a daily pipeline briefing with deals that need attention
- Build competitive battlecards with up-to-date positioning
- Prepare call summaries and next steps after every meeting
- Review your forecast and flag deals at risk
Skills
Domain expertise Claude draws on automatically.
Account Research
Deep-dive research on prospects, companies, and buying committees using connected data sources
Call Prep
Pre-call briefing with account context, talking points, and potential objections
Competitive Intelligence
Compile and maintain competitive positioning, battlecards, and market insights
Asset Creation
Generate sales collateral like one-pagers, proposals, and business cases
Daily Briefing
Morning overview of pipeline changes, follow-ups due, and deals requiring attention
Draft Outreach
Write personalized emails and sequences based on prospect research and context
Slash Commands
Actions you trigger explicitly.
| Command | Description |
|---|---|
/sales:call-summary | Capture key takeaways, action items, and next steps from a sales call |
/sales:forecast | Review your current forecast, flag risks, and identify upside opportunities |
/sales:pipeline-review | Get a structured overview of your pipeline with deal health indicators |
Connectors
All connectors are optional — start with the tools you use most.
How to Install
- 1 Open the Claude desktop app and start a Cowork session
- 2 Search for 'Sales' in the plugin directory
- 3 Install the plugin to add it to your workspace
- 4 Connect your CRM (HubSpot, Close) and other sales tools when prompted
- 5 Use /sales:pipeline-review to see your current pipeline at a glance
FAQ
Which CRM does this work with?
The Sales plugin supports HubSpot and Close out of the box. You can customize the connector configuration to work with other CRMs as well.
Can it access my real pipeline data?
Yes, once you connect your CRM. Claude can read your deals, contacts, and activities to give you accurate pipeline reviews and forecasts.
Will my sales data be used to train AI models?
Refer to Anthropic's privacy policy for details on how your data is handled. Cowork only accesses tools and data you explicitly authorize.
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