Manage CRM entities through idempotent CLI operations within the Ravi runtime.
npx skills add https://github.com/filipexyz/ravi --skill crm-manager
Please help me install this Agent Skill. Skill: crm-manager Source: https://github.com/filipexyz/ravi/tree/main/src/plugins/internal/ravi-system/skills/crm Command: npx skills add https://github.com/filipexyz/ravi --skill crm-manager
This skill solves the fragmentation of customer relationship data by providing a structured, audit-ready layer for managing contacts, opportunities, and follow-ups within the Ravi ecosystem.
Use the crm-manager skill to list all pending facts and next actions for the contact identified by the provided email address.
High-intent search queries and answers about installing and using this skill.
Manage CRM contacts and opportunities within the Ravi runtime by using idempotent CLI operations to create, link, and audit customer relationship data. This structured layer maintains canonical profiles, account associations, and lifecycle tracking to prevent data fragmentation.
Ensure data integrity when tracking sales pipelines by proposing and confirming structured facts about contacts and opportunities with idempotency. This evidence-based approach prevents duplicate entries and maintains audit-ready records across persistent storage sessions.
Automate task management for daily sales follow-ups using CLI operations that track commitments and generate automated daily digests. This feature manages your pending actions and next steps systematically without requiring manual intervention.
You need the Ravi CLI integration to maintain state consistency for CRM accounts and contacts. The CLI facilitates persistent storage and ensures data integrity across multiple sessions when managing opportunities and tasks.
The best way to audit customer relationship data without fragmentation is to use an evidence-based CRM layer that proposes and confirms facts about contacts and opportunities idempotently. This creates a structured, audit-ready environment for tracking lifecycle changes.
List pending facts and next actions for a specific contact by querying the CRM manager with the contact's email address. This retrieves all scheduled follow-ups, committed tasks, and unconfirmed lifecycle facts associated with that profile.
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