Can I track relationships between different people?

If trackRelationships is enabled in your config, the skill can link contacts together with specific types like 'colleague' or 'partner' to map your network.

Does it integrate with my email workflow?

Yes, it is designed to work alongside email skills to extract contact info from signatures and log significant threads as interaction history automatically.

How does this skill prevent duplicate contacts?

The skill follows a 'Check Before Adding' principle, forcing a search query for existing emails or names before any new contact or company record is created.

What counts as a 'Deal' in this system?

Deals are used to track consulting projects, speaking engagements, partnerships, investments, or any business opportunity with a potential value and close date.

Can I customize how much detail is logged in my CRM?

Yes, you can configure the detailLevel preference to minimal, standard, or detailed to control the depth of interaction notes and company descriptions.

Office CRM Management

Name: Office CRM Management
Author: harperreed

byharperreed

•

Productivity & Workflow

Organizes contacts, tracks business deals, and logs interactions to maintain high-quality relationship data within Claude.

About

This skill empowers Claude to act as a sophisticated office administrator by managing professional and personal relationships through a centralized CRM system. It automates the process of adding contacts from conversations, linking individuals to companies, and tracking the lifecycle of business deals from prospecting to closure. By leveraging user preferences for detail levels and logging automation, it ensures data consistency and prevents duplicate entries, making it an essential tool for maintaining clean, actionable relationship data directly from your terminal.

Key Features

Automated contact and company deduplication checks
Context-aware interaction logging from email and conversations
3 GitHub stars
Business opportunity tracking with standardized deal stages
Customizable data depth based on user-defined detail preferences
Seamless relationship mapping between contacts and organizations

Use Cases

Backfilling CRM data from a batch of sent and received emails
Tracking the status and expected value of a consulting proposal
Logging a follow-up note after a successful business meeting

About

Key Features

Automated contact and company deduplication checks
Context-aware interaction logging from email and conversations
3 GitHub stars
Business opportunity tracking with standardized deal stages
Customizable data depth based on user-defined detail preferences
Seamless relationship mapping between contacts and organizations

Use Cases

Backfilling CRM data from a batch of sent and received emails
Tracking the status and expected value of a consulting proposal
Logging a follow-up note after a successful business meeting