Agent skill

CRM Management

by grandamenium in grandamenium/cortextos

Maintain the structured agentic CRM: contacts, companies, interactions, follow-ups, relationship health, and search.

Install CRM Management

skills CLI

$ npx skills add grandamenium/cortextos --skill crm-management -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI

$ gh skill install grandamenium/cortextos crm-management --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy

$ git clone --depth 1 https://github.com/grandamenium/cortextos.git skills-src && mkdir -p .claude/skills && cp -r skills-src/community/agents/agentic-crm-assistant/.claude/skills/crm-management .claude/skills/crm-management && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Paste into Claude Code

Install the "crm-management" agent skill from https://github.com/grandamenium/cortextos/tree/main/community/agents/agentic-crm-assistant/.claude/skills/crm-management into .claude/skills/crm-management/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "crm-management", then confirm the skill loads.

Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

$skill-installer

$skill-installer install https://github.com/grandamenium/cortextos/tree/main/community/agents/agentic-crm-assistant/.claude/skills/crm-management

Type this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.

skills CLI

$ npx skills add grandamenium/cortextos --skill crm-management -a codex

Project install goes to .agents/skills/; add -g for ~/.codex/skills/.

GitHub CLI

$ gh skill install grandamenium/cortextos crm-management --agent codex

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/grandamenium/cortextos.git skills-src && mkdir -p .agents/skills && cp -r skills-src/community/agents/agentic-crm-assistant/.claude/skills/crm-management .agents/skills/crm-management && rm -rf skills-src

Use ~/.agents/skills/ instead of .agents/skills for a personal install.

Codex skills documentation · loads skills from .agents/skills/

Paste into Codex

Install the "crm-management" agent skill from https://github.com/grandamenium/cortextos/tree/main/community/agents/agentic-crm-assistant/.claude/skills/crm-management into .agents/skills/crm-management/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "crm-management", then confirm the skill loads.

Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add grandamenium/cortextos --skill crm-management -a cursor

Project install goes to .agents/skills/; add -g for ~/.cursor/skills/.

GitHub CLI

$ gh skill install grandamenium/cortextos crm-management --agent cursor

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/grandamenium/cortextos.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/community/agents/agentic-crm-assistant/.claude/skills/crm-management .cursor/skills/crm-management && rm -rf skills-src

Use ~/.cursor/skills/ instead of .cursor/skills for a personal install.

Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/

Paste into Cursor

Install the "crm-management" agent skill from https://github.com/grandamenium/cortextos/tree/main/community/agents/agentic-crm-assistant/.claude/skills/crm-management into .cursor/skills/crm-management/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "crm-management", then confirm the skill loads.

Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

gemini skills install

$ gemini skills install https://github.com/grandamenium/cortextos.git --path community/agents/agentic-crm-assistant/.claude/skills/crm-management

--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.

skills CLI

$ npx skills add grandamenium/cortextos --skill crm-management -a gemini-cli

Project install goes to .agents/skills/; add -g for ~/.gemini/skills/.

GitHub CLI

$ gh skill install grandamenium/cortextos crm-management --agent gemini-cli

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/grandamenium/cortextos.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/community/agents/agentic-crm-assistant/.claude/skills/crm-management .gemini/skills/crm-management && rm -rf skills-src

Use ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.

Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/

Paste into Gemini CLI

Install the "crm-management" agent skill from https://github.com/grandamenium/cortextos/tree/main/community/agents/agentic-crm-assistant/.claude/skills/crm-management into .gemini/skills/crm-management/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "crm-management", then confirm the skill loads.

Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

GitHub CLI

$ gh skill install grandamenium/cortextos crm-management

Installs for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).

skills CLI

$ npx skills add grandamenium/cortextos --skill crm-management -a github-copilot

Project install goes to .agents/skills/; add -g for ~/.copilot/skills/.

Manual copy

$ git clone --depth 1 https://github.com/grandamenium/cortextos.git skills-src && mkdir -p .github/skills && cp -r skills-src/community/agents/agentic-crm-assistant/.claude/skills/crm-management .github/skills/crm-management && rm -rf skills-src

Use ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.

GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/

Paste into GitHub Copilot

Install the "crm-management" agent skill from https://github.com/grandamenium/cortextos/tree/main/community/agents/agentic-crm-assistant/.claude/skills/crm-management into .github/skills/crm-management/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "crm-management", then confirm the skill loads.

GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add grandamenium/cortextos --skill crm-management -a opencode

OpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.

GitHub CLI

$ gh skill install grandamenium/cortextos crm-management --agent opencode

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/grandamenium/cortextos.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/community/agents/agentic-crm-assistant/.claude/skills/crm-management .opencode/skills/crm-management && rm -rf skills-src

Use ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.

OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/

Paste into OpenCode

Install the "crm-management" agent skill from https://github.com/grandamenium/cortextos/tree/main/community/agents/agentic-crm-assistant/.claude/skills/crm-management into .opencode/skills/crm-management/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "crm-management", then confirm the skill loads.

OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

Facts

Skill name: crm-management
GitHub stars: 101
Token cost: ~779 tokens
SKILL.md length: 175 words
Files: 1
Skills in repo: 55
Repo updated: Sep 23, 2026
First seen: Oct 7, 2026
Licence: MIT

At a glance

Maintain the structured agentic CRM: contacts, companies, interactions, follow-ups, relationship health, and search.

Tasks that involve CRM management
SKILL.md covers Files, Contact Schema, Interaction Schema and Core Rules, plus 1 more section
Calls python3

What it does

CRM Management is an agent skill from grandamenium/cortextos. Maintain the structured agentic CRM: contacts, companies, interactions, follow-ups, relationship health, and search.

Its SKILL.md is about 780 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Sales & Support, covering CRM management. The licence is MIT.

When your agent uses it

Tasks that involve CRM management

Example prompts

“/crm-management”

Requirements

Python 3

What it can do on your machine

Read from SKILL.md and the folder at commit 6f93838. It shows what the files ask for, not the result of running them.

Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
Shell commands in SKILL.md call:
- python3
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

CRM Management loads about 779 tokens when it runs. Until then it costs about 33 tokens; SKILL.md has 175 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it: ~33
When it runs · the whole SKILL.md, loaded when a task matches: ~779

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from grandamenium/cortextos at commit 6f93838, republished under its MIT licence (© grandamenium). 175 words, ~779 tokens.

Download SKILL.mdSave it as .claude/skills/crm-management/SKILL.md (or your agent's skills folder).

name: crm-management
description: Maintain the structured agentic CRM: contacts, companies, interactions, follow-ups, relationship health, and search.

CRM Management Skill

The local CRM is the default source of truth unless setup configures an external CRM.

Files

File	Purpose
`crm/contacts.json`	People and company records
`crm/interactions.jsonl`	Append-only interaction log
`crm/followups.jsonl`	Open loops and next actions
`crm/relationship-health.json`	Review cadence, last touch, priority, and stale flags
`crm/query.py`	Local CRM keyword search
`crm/upsert-contact.py`	Create or update contact records
`crm/add-interaction.py`	Append interaction records safely
`crm/add-followup.py`	Append follow-up records safely

Contact Schema

json

{
  "id": "stable-slug",
  "type": "person|company",
  "name": "Full name or company",
  "category": "vip|family|friend|client|prospect|partner|investor|vendor|community|other",
  "priority": "critical|high|normal|low",
  "relationship_strength": 1,
  "tags": [],
  "aliases": [],
  "emails": [],
  "phones": [],
  "handles": {},
  "company": null,
  "role": null,
  "location": null,
  "context": "How the user knows them",
  "preferences": {},
  "important_dates": [],
  "last_meaningful_contact": null,
  "followup_cadence_days": null,
  "notes": "",
  "source_refs": []
}

Interaction Schema

json

{
  "ts": "ISO timestamp",
  "contact_id": "stable-slug",
  "type": "email|meeting|call|message|social|manual|task",
  "summary": "What happened",
  "sentiment": "positive|neutral|negative|unknown",
  "commitments": [],
  "followups_created": [],
  "source_ref": "file, thread, event, transcript, or manual note"
}

Core Rules

Update CRM when a meaningful relationship fact appears.
Do not add low-signal bulk contacts unless the user configured that category.
Never auto-delete relationship history.
Use stable IDs and append interactions instead of overwriting history.
If external CRM sync is configured, local files remain the audit trail unless setup says otherwise.

Common Operations

Search

bash

python3 crm/query.py "<name|email|company|tag>"

Add Interaction

Use:

bash

python3 crm/add-interaction.py \
  --contact-id "<id>" \
  --type email \
  --summary "What happened" \
  --source-ref "<thread/event/file>"

Then update last_meaningful_contact if appropriate.

Add or Update Contact

Use:

bash

python3 crm/upsert-contact.py \
  --name "Person Name" \
  --category client \
  --priority high \
  --tag vip \
  --context "How the user knows them"

Create Follow-Up

Use:

bash

python3 crm/add-followup.py \
  --contact-id "<id>" \
  --due-date "YYYY-MM-DD" \
  --priority high \
  --reason "why this matters" \
  --suggested-action "what to do"

Relationship Health

Flag as stale when:

VIP/critical contact has no meaningful touch inside configured cadence.
A commitment has no owner/due date.
An important thread is waiting on the user.
A meeting ended without follow-up.

Files

Just SKILL.md in community/agents/agentic-crm-assistant/.claude/skills/crm-management of grandamenium/cortextos.

Open the folder on GitHubat commit 6f93838

Compare with similar skills

CRM Management next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

CRM Management compared with similar skills
Skill	Stars	Used in	Tokens	Auto-check	Licence	Repo updated
CRM Management this skillgrandamenium/cortextos	101	—	~779	Automated safety check: Pass	MIT	18 days ago
GEO Prospect Trackerzubair-trabzada/geo-seo-claude	11k	—	~1.7k	Automated safety check: Notes	MIT	yesterday
Soql Lib Query Builderbeyond-the-cloud-dev/soql-lib	154	—	~4.3k	Automated safety check: Pass	MIT	7 days ago
Sf DatacloudJaganpro/sf-skills	424	—	~2.7k	Automated safety check: Pass	MIT	5 mo ago
B2b Sdr AgentiPythoning/b2b-sdr-agent-template	190	—	~744	Automated safety check: Pass	MIT-0	11 days ago
Soql Lib Selectorbeyond-the-cloud-dev/soql-lib	154	—	~2k	Automated safety check: Pass	MIT	7 days ago

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Questions about CRM Management

What does CRM Management do?

Maintain the structured agentic CRM: contacts, companies, interactions, follow-ups, relationship health, and search. CRM Management is an agent skill from grandamenium/cortextos. Maintain the structured agentic CRM: contacts, companies, interactions, follow-ups, relationship health, and search.

When should I use CRM Management?

CRM Management fits situations like: tasks that involve CRM management.

How do I install CRM Management in Claude Code?

Run `npx skills add grandamenium/cortextos --skill crm-management -a claude-code`. Or copy the skill folder (community/agents/agentic-crm-assistant/.claude/skills/crm-management in grandamenium/cortextos) into .claude/skills/crm-management in your project. Claude Code loads it when a task matches its description.

How do I install CRM Management in Codex?

Run `npx skills add grandamenium/cortextos --skill crm-management -a codex`. Or copy the skill folder (community/agents/agentic-crm-assistant/.claude/skills/crm-management in grandamenium/cortextos) into .agents/skills/crm-management in your project. Codex loads it when a task matches its description.

Can I use CRM Management in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add grandamenium/cortextos --skill crm-management -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/crm-management, .gemini/skills/crm-management, .github/skills/crm-management and .opencode/skills/crm-management in your project.

What does CRM Management need to run?

Going by SKILL.md and its folder, CRM Management needs the command-line tools its instructions call (python3). Our summary lists: Python 3.

Does CRM Management access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is CRM Management safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does CRM Management use?

CRM Management is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does CRM Management use?

About 779 tokens (SKILL.md is roughly 3.1k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to CRM Management?

Skills that share tags, products or a category with CRM Management: GEO Prospect Tracker (zubair-trabzada/geo-seo-claude, 11k stars), Soql Lib Query Builder (beyond-the-cloud-dev/soql-lib, 154 stars), Sf Datacloud (Jaganpro/sf-skills, 424 stars) and B2b Sdr Agent (iPythoning/b2b-sdr-agent-template, 190 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains CRM Management?

grandamenium (a GitHub user) maintains it in grandamenium/cortextos, which has 101 GitHub stars. The repository holds 55 skills in this directory. The repository was last updated on September 23, 2026.

Source: grandamenium/cortextos on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.

Install CRM Management

Facts

At a glance

What it does

When your agent uses it

Example prompts

Requirements

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

CRM Management Skill

Files

Contact Schema

Interaction Schema

Core Rules

Common Operations

Search

Add Interaction

Add or Update Contact

Create Follow-Up

Relationship Health

Files

Compare with similar skills

Similar skills

More from grandamenium/cortextos

Related

Questions about CRM Management