BROSH CRM

This plugin connects your AI assistant to BROSH CRM to view, create, and update records; configure fields, views, and menus; and send emails through supported tools. Its seven AI skills can also carry out the work of business roles, including sales development, support, marketing, prospecting, content creation, and CRM administration.

BROSH helps B2B teams save time, improve productivity, and keep customer relationships and business operations connected.

Manage Customers And Grow Sales

Find and manage leads, contacts, accounts, and opportunities. Review customer history, communications, activities, and account details before your next conversation. Track pipeline stages, identify next actions, summarize opportunities, and create follow-up tasks to keep deals moving.

Turn Conversations Into Action

Ask questions in natural language, search live business records, analyze data, and prepare summaries and reports. Create and update CRM records, manage reminders, and run supported business workflows directly from your AI assistant. Work with custom objects, fields, and available settings to fit your business process.

Keep Business Operations Connected

Manage projects, milestones, tasks, owners, and deadlines. Coordinate meetings, renewals, reminders, and customer follow-ups. Work with document templates, contracts, quotes, invoice records, line items, and available document-generation and e-signature workflows.

Deliver Better Customer Service

Review support tickets alongside customer history and previous resolutions. Use your company's knowledge base and product guides to prepare consistent answers, update case status, and route issues to the right person. Coordinate a support call when a customer needs human assistance.

Build More Relevant Marketing

Use customer segments, account context, campaigns, and templates to personalize outreach. Prepare nurturing sequences, customer education, and follow-ups around the customer's needs and lifecycle. Keep campaign activity and outcomes connected to CRM records.

Put Seven BROSH AI Skills To Work

AI SDR: Research prospects and public company news, write concise sales emails focused on customer value, handle sales conversations, coordinate calls, and manage reminders and follow-ups. Complete each contact's workflow before moving to the next, with signatures matching the selected sender.

AI Support Employee: Learn company knowledge and guides, understand the customer and issue, answer supported questions, update tickets, and escalate or coordinate human support.

AI Marketing Employee: Segment existing customers, create personalized emails, execute authorized campaigns, and record outcomes.

AI Lead Prospecting Employee: Research ideal B2B companies state by state, verify executive business contact details, check duplicates, and add qualified prospects.

Lead Prospector: Learn your ICP, find matching companies and active owners or founders with business emails and phones, then rank and save leads with scores, priority tiers, and source evidence.

AI Content Creator: Research daily ICP topics and trends, plan and write useful content, add SEO metadata, and upload or publish through connected WordPress, Wix, or other platform tools.

CRM Admin And Migrator: Configure supported fields and settings, map and migrate data from other connected CRM MCPs, preserve relationships, prevent duplicates, and reconcile results.

Choose drafts, reviewed actions, or authorized automation. Run skills on demand or through a supported host scheduler.

A BROSH account and authenticated connection are required. Actions depend on permissions and available tools. Email inboxes, calendars, source CRMs, publishing platforms, and scheduling may need additional connections. Completion is reported only after the relevant tools confirm it.