| name | crm-products |
| description | CRM product catalog and deal-product associations. Use when managing product listings, adding products to deals, or viewing product-deal relationships. |
CRM Products
This skill covers product catalog management and linking products to deals.
Available Tools
| Tool | Description |
|---|
crm_products_list | List products with filtering and sorting |
crm_products_deals_list | List products attached to a specific deal |
crm_products_deals_add | Add a product to a deal |
Product Catalog
List Products
Tool: crm_products_list
Input: {"limit": 50, "offset": 0}
Returns products with name, price, description, and metadata.
Deal-Product Relationships
List Products in a Deal
Tool: crm_products_deals_list
Input: {"deal_id": "<deal-id>"}
Returns all products attached to the deal with quantities and prices.
Add Product to Deal
Tool: crm_products_deals_add
Input: {"deal_id": "<deal-id>", "product_id": "<product-id>", "quantity": 2, "price": 99.99}
Links a product to a deal with specified quantity and price.
Common Workflows
Create Deal with Products
1. crm_products_list() -> Find product IDs
2. crm_deals_create(name, pipeline_id, step_id) -> Create deal
3. crm_products_deals_add(deal_id, product_id, quantity, price) -> Attach products
Review Deal Value
1. crm_products_deals_list(deal_id) -> List all products
2. Calculate total from quantities and prices
Best Practices
- List products first to confirm IDs and current prices
- Specify accurate prices — they may differ from catalog for custom deals
- Set quantity correctly for accurate deal value calculation
