crm-identity

Official

Unify CRM identity and pipeline rules.

Authorsystempromptio
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Centralize CRM identity, pipeline definitions, and engagement rules to maintain consistency across marketing and sales tooling.

Core Features & Use Cases

  • Single source of truth for pipeline stages, lead scoring, and engagement policies across CRM plugins
  • Upstream alignment with commons identity components to ensure brand voice and rules are consistently applied
  • Lifecycle governance across onboarding, interaction tracking, and policy application for leads

Quick Start

Install and load crm-identity first in your CRM plugin startup to establish the canonical pipeline and scoring framework.

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-identity
Download link: https://github.com/systempromptio/systemprompt-marketplace/archive/main.zip#crm-identity

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