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crm-contact-intelligence

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Deep, automated CRM notes from every interaction.

Content & Communication#automation#integration#crm#obsidian#notes#data-aggregation#contact-review
AuthorCimminelli1982
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Deep review and structured note creation for CRM contacts by aggregating all interactions into a single, up-to-date Obsidian note.

Core Features & Use Cases

  • Automated deep review of emails, chats, meetings, calls, and notes for each contact.
  • Create or update an Obsidian note under CRM/Contacts with a consistent, searchable structure.
  • Support first (full) reviews and incremental reviews to incorporate only new interactions.

Quick Start

Instruct the AI to perform a first review for a given contact and create a new Obsidian note in CRM/Contacts.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: crm-contact-intelligence
Download link: https://github.com/Cimminelli1982/crm-frontend/archive/main.zip#crm-contact-intelligence

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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