Automate lightweight CRM tracking for contacts, deals, and interactions.
npx skills add https://github.com/zm2231/personal-os-cowork --skill crm-lite
Please help me install this Agent Skill. Skill: crm-lite Source: https://github.com/zm2231/personal-os-cowork/tree/main/.claude/skills/crm-lite Command: npx skills add https://github.com/zm2231/personal-os-cowork --skill crm-lite
Helps small teams manage contacts, deals, and interactions in a lightweight, self-contained way, reducing context-switching and setup friction.
Create a new contact, attach a deal, and log your first interaction to start tracking momentum.
High-intent search queries and answers about installing and using this skill.
You can track contacts and deals using a lightweight CRM that provides structured templates for logging interactions and pipeline visibility, reducing setup friction. It allows small teams to manage leads and opportunities in a self-contained way.
Yes, you can automate follow-ups for leads and opportunities using interaction logging and automation workflows. This helps freelancers move deals forward by tracking momentum and next steps without manual context-switching.
The best way to get pipeline visibility is by using a compact CRM that tracks deal stages, probabilities, and next steps. It provides structured pipeline metrics to help small businesses monitor deal momentum and follow-up actions.
To log interactions and move deals forward, create a new contact, attach a deal, and record your first interaction. The system uses structured logging and scoring to track deal momentum and trigger follow-up automation workflows.
Yes, a compact CRM is specifically designed for freelancers and small teams handling sales pipelines. It provides lightweight contact management, deal tracking, and pipeline visibility without the overhead of complex enterprise CRM configurations.
No, this lightweight CRM requires no external dependencies to track deals. It operates as a self-contained system, providing structured templates and automation workflows to manage contacts, opportunities, and interactions independently.
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