🤝 PackIA: Essential Sales Agent
The minimum for capturing, serving, and charging with AI agents.
Direct answer: A modern CRM, a customer-support inbox, invoicing with a built-in agent, and bookings an agent can make for you, plus skills for finding first clients, writing, freelance proposals and rates, and connections to HubSpot and WhatsApp. It is the starter kit for a service professional who wants to stop managing prospects and payments by hand.
Included in the Esencial — $15
Plans are cumulative: the Pro Plan includes all Essential Plan packs, and the Complete Plan includes all packs (Essential + Pro). This pack unlocks with the Esencial ($15).
Buy with the Esencial ($15) Or build your custom plan
Use cases
- Capture first clients with guided search
- Serve clients from your own inbox
- Invoice services and manage bookings with agent help
- Write proposals and set freelance rates
How to get started
- Start with the simplest resource in the pack and try it on a small real case.
- Connect the second resource only once the first one already works in your daily flow.
- Review the full list of 10 resources and keep the ones you use every week.
Suggested starter prompt
Act as my assistant using the tools from the pack «Essential Sales Agent». The minimum for capturing, serving, and charging with AI agents. Start with the simplest resource, explain each step before running it, and ask for confirmation before changing data, settings, or permissions.
Included resources (10)
- Twenty (Software, twentyhq/twenty, ★ 59.6k) — Modern open-source CRM: manage contacts, companies, and opportunities with custom objects and fields, kanban views, and workflows. GitHub
- Chatwoot (Software, chatwoot/chatwoot, ★ 38.2k) — Open-source customer service platform: omnichannel inbox with web chat, email, WhatsApp, and social networks, plus an AI agent for common queries. GitHub
- Billr (Software, ethanplusai/billr, ★ 8) — Self-hostable invoicing designed for agents: clients, invoices, budgets, time, expenses, and Stripe payments, with an integrated MCP server. GitHub
- OpenCalendar (Software, nchemb/opencalendar, ★ no data) — Open Calendly alternative that agents can book: read Google Calendar, avoid double bookings, charge with Stripe, and expose an MCP server. GitHub
- codex-first-customer-finder-skill (Skill, Kappaemme-git/codex-first-customer-finder-skill, ★ 1.1k) — Codex skill that researches public demand signals, qualifies possible first customers, and drafts contact messages without sending them automatically. GitHub
- ai-copywriter (Skill, mikiarlo3/ai-copywriter, ★ 1.2k) — Writing skill for agents: write headlines, descriptions, and product copy, and review text so it sounds written by a person. GitHub
- upwork-skills (Skill, abullaisi/upwork-skills, ★ 121) — Five freelance skills for Upwork: qualify offers, write proposals, answer invitations, audit the profile, and manage client messages. GitHub
- claude-skills-for-freelancers (Skill, fernmill/claude-skills-for-freelancers, ★ 0) — Two free freelance skills: calculate the real minimum rate from costs and taxes, and write prospect follow-up and invoice sequences. GitHub
- mcp-hubspot (buryhuang) (MCP Server, buryhuang/mcp-hubspot, ★ no data) — Connect HubSpot to the assistant: query contacts and companies, review recent conversations, and manage CRM records. GitHub
- whatsapp-mcp (lharries) (MCP Server, lharries/whatsapp-mcp, ★ no data) — MCP server for WhatsApp: read and send messages and manage conversations from the assistant through a local bridge. GitHub
Versions by tool
Related packs
- Essential Trading: Backtesting from Scratch
- Pro Trading: AI Agents and Broker Connection
- Complete Trading: Bots, Analysis, and Portfolio
- Pro Prospecting and Sales
Frequently asked questions
What is this pack?
A set of 10 open-source tools covering the basic circuit of a service: capture, serve, and charge.
Who is it for?
For service professionals and freelancers who want to manage prospects, support, and payments with AI agent help.
What does it include?
Twenty, Chatwoot, Billr, OpenCalendar, first-client search, ai-copywriter, upwork-skills, and claude-skills-for-freelancers skills, and the HubSpot and WhatsApp MCP servers.
What is an AI sales agent?
A program that captures, serves, and follows up with clients using connected tools: CRM, email, invoicing, and prospecting and writing skills, always with human supervision.