Agent skill

CRM Lite

A skill your agent uses when tracking customer interactions, managing leads, or building a lightweight CRM for small businesses without dedicated CRM software.

MITAuto-check passedSales & Support

Install CRM Lite

skills CLI

$ npx skills add hewi333/Mom-n-Pop-Skills --skill crm-lite -a claude-code

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

GitHub CLI

$ gh skill install hewi333/Mom-n-Pop-Skills crm-lite --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/hewi333/Mom-n-Pop-Skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/crm-lite .claude/skills/crm-lite && 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-lite" agent skill from https://github.com/hewi333/Mom-n-Pop-Skills/tree/main/skills/crm-lite into .claude/skills/crm-lite/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "crm-lite", 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/hewi333/Mom-n-Pop-Skills/tree/main/skills/crm-lite

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 hewi333/Mom-n-Pop-Skills --skill crm-lite -a codex

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

GitHub CLI

$ gh skill install hewi333/Mom-n-Pop-Skills crm-lite --agent codex

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

Manual copy

$ git clone --depth 1 https://github.com/hewi333/Mom-n-Pop-Skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/crm-lite .agents/skills/crm-lite && 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-lite" agent skill from https://github.com/hewi333/Mom-n-Pop-Skills/tree/main/skills/crm-lite into .agents/skills/crm-lite/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "crm-lite", 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 hewi333/Mom-n-Pop-Skills --skill crm-lite -a cursor

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

GitHub CLI

$ gh skill install hewi333/Mom-n-Pop-Skills crm-lite --agent cursor

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

Manual copy

$ git clone --depth 1 https://github.com/hewi333/Mom-n-Pop-Skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/crm-lite .cursor/skills/crm-lite && 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-lite" agent skill from https://github.com/hewi333/Mom-n-Pop-Skills/tree/main/skills/crm-lite into .cursor/skills/crm-lite/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "crm-lite", 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/hewi333/Mom-n-Pop-Skills.git --path skills/crm-lite

--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 hewi333/Mom-n-Pop-Skills --skill crm-lite -a gemini-cli

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

GitHub CLI

$ gh skill install hewi333/Mom-n-Pop-Skills crm-lite --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/hewi333/Mom-n-Pop-Skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/crm-lite .gemini/skills/crm-lite && 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-lite" agent skill from https://github.com/hewi333/Mom-n-Pop-Skills/tree/main/skills/crm-lite into .gemini/skills/crm-lite/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "crm-lite", 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 hewi333/Mom-n-Pop-Skills crm-lite

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 hewi333/Mom-n-Pop-Skills --skill crm-lite -a github-copilot

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

Manual copy

$ git clone --depth 1 https://github.com/hewi333/Mom-n-Pop-Skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/crm-lite .github/skills/crm-lite && 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-lite" agent skill from https://github.com/hewi333/Mom-n-Pop-Skills/tree/main/skills/crm-lite into .github/skills/crm-lite/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "crm-lite", 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 hewi333/Mom-n-Pop-Skills --skill crm-lite -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 hewi333/Mom-n-Pop-Skills crm-lite --agent opencode

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

Manual copy

$ git clone --depth 1 https://github.com/hewi333/Mom-n-Pop-Skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/crm-lite .opencode/skills/crm-lite && 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-lite" agent skill from https://github.com/hewi333/Mom-n-Pop-Skills/tree/main/skills/crm-lite into .opencode/skills/crm-lite/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "crm-lite", 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-lite
GitHub stars: 122
Token cost: ~1.5k tokens
SKILL.md length: 367 words
Files: 1
Skills in repo: 13
Repo updated: Sep 11, 2026
First seen: Oct 7, 2026
Licence: MIT

At a glance

A skill your agent uses when tracking customer interactions, managing leads, or building a lightweight CRM for small businesses without dedicated CRM software.

Works in 6 steps: customers — Core customer records → leads — Inbound leads before qualification → activities — Every touchpoint → …
Tracking customer interactions
SKILL.md covers Overview, When to Use, Don't Use For and Core Features, plus 5 more sections
Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

CRM Lite is an agent skill from hewi333/Mom-n-Pop-Skills. Use when tracking customer interactions, managing leads, or building a lightweight CRM for small businesses without dedicated CRM software. Stores contacts, leads, activities, estimates, and communications in local SQLite.

Its SKILL.md is about 1.5k 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. It works with SQLite. The repository describes itself as: Collection of skills for small businesses using AI Agents. The licence is MIT.

When your agent uses it

Tracking customer interactions
Building a lightweight CRM for small businesses without dedicated CRM software

Example prompts

“/crm-lite”

Requirements

Python 3

Workflow steps

6 steps, taken from the first numbered list in SKILL.md.

customers — Core customer records
leads — Inbound leads before qualification
activities — Every touchpoint
estimates — Estimate lifecycle
communications — Message log
tasks — Action items for owners

What it can do on your machine

Read from SKILL.md and the folder at commit 70a2273. 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
No scripts in the folder and no shell commands in SKILL.md (its code samples are python).
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 Lite loads about 1.5k tokens when it runs. Until then it costs about 58 tokens; SKILL.md has 367 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it: ~58
When it runs · the whole SKILL.md, loaded when a task matches: ~1.5k

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 hewi333/Mom-n-Pop-Skills at commit 70a2273, republished under its MIT licence (© hewi333). 367 words, ~1,549 tokens.

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

name: crm-lite
description: Use when tracking customer interactions, managing leads, or building a lightweight CRM for small businesses without dedicated CRM software. Stores contacts, leads, activities, estimates, and communications in local SQLite.
version: 1.0.0
author: Hermes Agent
license: MIT

CRM-Lite — Lightweight SQLite CRM for Small Business

Overview

A minimal, file-based CRM built on SQLite for non-technical small business owners. No server, no external dependencies, no auth complexity. Designed for agent-mediated use: the owner interacts via text message with the agent, which reads/writes this database.

When to Use

Small business (1-10 employees) with no existing CRM
Agent-mediated access — owners interact via chat/Telegram, not direct DB access
Lead tracking from website forms, referrals, email inquiries
Pipeline visibility — estimate sent → accepted/rejected → job scheduled → paid
Communication log — every email, call, text logged automatically

Don't Use For

Multi-user concurrent access with role-based permissions
Complex sales methodologies (MEDDIC, Challenger, etc.)
Real-time collaboration features
Integration with enterprise SSO/SCIM

Core Features

Data Model (SQLite: `crm.db`)

customers — Core customer records
- id (PK), name, email, phone, company, address, city, state, zip
- lead_source, lead_status (new/qualified/estimate_sent/won/lost)
- total_value, notes, created_at, updated_at
leads — Inbound leads before qualification
- id, source (website/referral/email/phone), contact_name
- contact_email, contact_phone, company, property_address
- sqft, ceiling_height, service_type, urgency
- status (new/qualified/estimate_ready/scheduled/lost)
- assigned_to, created_at, updated_at
activities — Every touchpoint
- id, customer_id (FK), lead_id (FK), activity_type (call/email/text/meeting/estimate_sent/estimate_accepted/estimate_rejected/job_scheduled/job_completed/invoice_sent/payment_received)
- description, outcome, next_action, next_action_date
- created_at, updated_at
estimates — Estimate lifecycle
- id, customer_id, lead_id, estimate_number, amount
- status (draft/sent/accepted/rejected/expired)
- sent_date, accepted_date, rejected_date, expires_date
- line_items (JSON), notes, created_at, updated_at
communications — Message log
- id, customer_id, lead_id, direction (inbound/outbound)
- channel (email/sms/telegram/phone), subject, body
- sent_at, created_at
tasks — Action items for owners
- id, customer_id, lead_id, title, description
- due_date, priority (low/medium/high/urgent), status (pending/in_progress/done)
- assigned_to, created_at, updated_at

Show full SKILL.md (133 more words)Show less

Quick Start

python

import sqlite3
from pathlib import Path

DB_PATH = Path("~/.hermes/crm/crm.db").expanduser()
DB_PATH.parent.mkdir(parents=True, exist_ok=True)

def init_db():
    conn = sqlite3.connect(DB_PATH)
    conn.execute("""
        CREATE TABLE IF NOT EXISTS customers (
            id INTEGER PRIMARY KEY AUTOINCREMENT,
            name TEXT NOT NULL, email TEXT, phone TEXT,
            company TEXT, address TEXT, city TEXT, state TEXT, zip TEXT,
            lead_source TEXT, lead_status TEXT DEFAULT 'new',
            total_value REAL DEFAULT 0, notes TEXT,
            created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
            updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
        )
    """)
    # ... other tables
    conn.commit()
    return conn

Agent Integration Patterns

Create Lead from Website Form

User: "New lead from website: John Smith, john@email.com, 555-555-0123, 123 Main St [CITY] [STATE] [ZIP], 2500 sqft, service request"
Agent: Creates lead record, sets status=qualified, creates task for the owner to review

Log Estimate Sent

User: "Sent estimate #EST-0001-0042 to John Smith for $2,850"
Agent: Updates estimate status=sent, creates activity, creates task for follow-up in 3 days

Weekly Pipeline Report (Cron)

Agent: Queries all leads/customers, summarizes by stage, sends to the owner via Telegram

Common Pitfalls

Forgetting to create indexes — Add indexes on customers.email, leads.status, activities.customer_id for query speed
Not backing up — SQLite file is the entire DB; copy to S3/Drive daily via cron
Schema drift — Use migrations (numbered SQL files) rather than ad-hoc ALTER TABLE
Concurrent writes — SQLite handles concurrent reads, but writes serialize; keep transactions short

Verification Checklist

crm.db created with all 6 tables
Indexes on foreign keys and query columns
Agent can: create lead, log activity, update estimate status, create task
Weekly report cron outputs: new leads, estimates sent, conversion rate, pipeline value
Backup script copies DB to offsite location daily

One-Shot Recipes

"New lead from referral"

python

conn = init_db()
lead_id = conn.execute("""
    INSERT INTO leads (source, contact_name, contact_email, contact_phone, company, property_address, sqft, service_type, status)
    VALUES ('referral', 'Jane Doe', 'jane@example.com', '555-555-0199', 'Example Realty', '456 Palm Ave [CITY] [STATE] [ZIP]', 3200, 'service_request', 'qualified')
""").lastrowid
conn.commit()

"Get pipeline summary for weekly report"

python

summary = conn.execute("""
    SELECT
        COUNT(CASE WHEN lead_status='new' THEN 1 END) as new_leads,
        COUNT(CASE WHEN lead_status='estimate_sent' THEN 1 END) as estimates_out,
        COUNT(CASE WHEN lead_status='won' THEN 1 END) as won,
        SUM(CASE WHEN lead_status='won' THEN total_value ELSE 0 END) as revenue
    FROM customers
""").fetchone()

Files

Just SKILL.md in skills/crm-lite of hewi333/Mom-n-Pop-Skills.

Open the folder on GitHubat commit 70a2273

Compare with similar skills

CRM Lite 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 Lite compared with similar skills
Skill	Stars	Used in	Tokens	Auto-check	Licence	Repo updated
CRM Lite this skillhewi333/Mom-n-Pop-Skills	122	—	~1.5k	Automated safety check: Pass	MIT	28 days ago
Pp Trendhuntermvanhorn/printing-press-library	2.1k	—	~4.3k	Automated safety check: Notes	Apache-2.0	today
Pp Trustpilotmvanhorn/printing-press-library	2.1k	—	~3.7k	Automated safety check: Notes	Apache-2.0	today
Local Business B2B ProspectingHermes-brasil/hermes-brasil	154	—	~1.1k	Automated safety check: Pass	MIT	5 days ago
Send Cold EmailOthmane-Khadri/YALC-the-GTM-operating-system	318	—	~515	Automated safety check: Pass	MIT	1 mo ago
Deskcomm Extensaomelgarafael/DeskcommCRM	4.5k	—	~2.7k	Automated safety check: Pass	MIT	today

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Lead-to-Payment Sales Flow
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QuickBooks Online Integration
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Connects a small business to QuickBooks Online for customers, estimates, invoices and payments, using Intuit OAuth 2.0 with token refresh and sandbox or production setups.
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Hermes Production Gateway Operations
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Procedures for changing the model, restarting and quietly tuning a live Hermes gateway that serves end-users on messaging platforms such as Telegram.
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Estimator Engine
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A skill your agent uses when calculating service estimates for jobs.
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Auto-check passed
Mailchimp Integration
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Works with

SQLite

Questions about CRM Lite

What does CRM Lite do?

A skill your agent uses when tracking customer interactions, managing leads, or building a lightweight CRM for small businesses without dedicated CRM software. CRM Lite is an agent skill from hewi333/Mom-n-Pop-Skills. Use when tracking customer interactions, managing leads, or building a lightweight CRM for small businesses without dedicated CRM software.

When should I use CRM Lite?

CRM Lite fits situations like: tracking customer interactions; building a lightweight CRM for small businesses without dedicated CRM software.

How do I install CRM Lite in Claude Code?

Run `npx skills add hewi333/Mom-n-Pop-Skills --skill crm-lite -a claude-code`. Or copy the skill folder (skills/crm-lite in hewi333/Mom-n-Pop-Skills) into .claude/skills/crm-lite in your project. Claude Code loads it when a task matches its description.

How do I install CRM Lite in Codex?

Run `npx skills add hewi333/Mom-n-Pop-Skills --skill crm-lite -a codex`. Or copy the skill folder (skills/crm-lite in hewi333/Mom-n-Pop-Skills) into .agents/skills/crm-lite in your project. Codex loads it when a task matches its description.

Can I use CRM Lite 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 hewi333/Mom-n-Pop-Skills --skill crm-lite -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-lite, .gemini/skills/crm-lite, .github/skills/crm-lite and .opencode/skills/crm-lite in your project.

What does CRM Lite need to run?

SKILL.md names no scripts, command-line tools or credentials: CRM Lite is instructions for the agent only. Our summary lists: Python 3.

Does CRM Lite 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 Lite 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 Lite use?

CRM Lite is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does CRM Lite use?

About 1.5k tokens (SKILL.md is roughly 6.2k 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 Lite?

Skills that share tags, products or a category with CRM Lite: Pp Trendhunter (mvanhorn/printing-press-library, 2.1k stars), Pp Trustpilot (mvanhorn/printing-press-library, 2.1k stars), Local Business B2B Prospecting (Hermes-brasil/hermes-brasil, 154 stars) and Send Cold Email (Othmane-Khadri/YALC-the-GTM-operating-system, 318 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains CRM Lite?

hewi333 (a GitHub user) maintains it in hewi333/Mom-n-Pop-Skills, which has 122 GitHub stars. The repository holds 13 skills in this directory. The repository was last updated on September 11, 2026.

Source: hewi333/Mom-n-Pop-Skills 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 Lite

Facts

At a glance

What it does

When your agent uses it

Example prompts

Requirements

Workflow steps

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

CRM-Lite — Lightweight SQLite CRM for Small Business

Overview

When to Use

Don't Use For

Core Features

Data Model (SQLite: crm.db)

Quick Start

Agent Integration Patterns

Create Lead from Website Form

Log Estimate Sent

Weekly Pipeline Report (Cron)

Common Pitfalls

Verification Checklist

One-Shot Recipes

"New lead from referral"

"Get pipeline summary for weekly report"

Files

Compare with similar skills

Similar skills

More from hewi333/Mom-n-Pop-Skills

Related

Questions about CRM Lite

Data Model (SQLite: `crm.db`)