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crm.cli

Terminal-based contact, deal, and pipeline management

Manages contacts, companies, deals, and sales pipelines from the terminal using a single SQLite file. Normalizes phone numbers, social handles, and websites automatically while detecting duplicate records. Mounts the entire database as a virtual filesystem so any file-reading program gets full access without integrations. Generates pipeline, forecast, and conversion reports with simple commands.
npx skills add dzhng/crm.cli --all -g -y

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Frequently Asked Questions

FAQPage Schema
How to install crm.cli?โ–ผ

Run `npx skills add dzhng/crm.cli --all -g -y` in your terminal to install this skill globally for your agent.

How to manage a sales pipeline from the terminal?โ–ผ

Use commands like `crm deal add`, `crm deal move`, and `crm pipeline` to create deals, advance stages, and view weighted pipeline values without opening a browser.

Can AI agents access crm.cli data directly?โ–ผ

Yes. Run `crm mount ~/crm` to expose every contact, deal, and report as plain JSON files that any agent or script can read and write.

Does crm.cli need a server or account?โ–ผ

No. Everything is stored in one local SQLite file with no server, Docker, or sign-up required, and backups are just file copies.

How does crm.cli handle messy contact data?โ–ผ

It normalizes phone numbers to E.164, extracts social handles from URLs, and finds duplicates with fuzzy matching so you can merge records cleanly.

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