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crm

Manage contacts, companies, opportunities, notes, and tasks via Twenty CRM API.

1|Updated Mar 5, 2026
Search Tags:#CRM#sales pipeline#contact management#customer management#deal tracking
One-click install
npx skills add https://github.com/MCERQUA/jam-skills --skill crm-mcerqua
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: crm
Source: https://github.com/MCERQUA/jam-skills/tree/main/crm
Command: npx skills add https://github.com/MCERQUA/jam-skills --skill crm-mcerqua

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, json, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill simplifies the process of managing contacts, companies, deals, notes, and tasks through Twenty CRM, providing a streamlined customer management experience.

Core Features & Use Cases

  • Contact Management: Easily track and manage contacts, including their job titles, email addresses, and phone numbers.
  • Company Information: Store and manage detailed information about companies, including domain names, employee counts, and addresses.
  • Opportunity Pipeline: Keep track of opportunities, update deal stages, and monitor the sales pipeline.
  • Notes and Tasks: Create and manage notes and tasks linked to contacts, companies, or opportunities for effective follow-ups.

Quick Start

To manage CRM data, start by using the crm skill to create a new contact with the details 'John Doe', '[email protected]', and '+1234567890'.

Frequently Asked Questions about crm

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I manage contacts and companies with Twenty CRM?▼

You can manage contacts and companies by using the CRM Skill to integrate with the Twenty CRM API, allowing you to track job titles, email addresses, phone numbers, and company domains seamlessly.

Can I track sales pipeline opportunities and update deal stages in Twenty CRM?▼

Yes, you can track your sales pipeline opportunities and update deal stages directly through the Twenty CRM API integration to monitor your sales progress effectively.

Do I need an API key to manage CRM data with Twenty CRM?▼

Yes, you need an API key for authentication. The CRM Skill requires this key to ensure data integrity, respect privacy controls, and comply with Twenty CRM's API rate limits and security protocols.

How do I create notes and tasks linked to specific contacts or deals?▼

You create notes and tasks linked to contacts, companies, or opportunities via the Twenty CRM API integration, enabling effective follow-ups and organized customer relationship management.

What are the limitations of using API requests for CRM data management?▼

The CRM Skill must respect Twenty CRM's API rate limits and security protocols, meaning high-volume data requests may be throttled to ensure data integrity and compliance with privacy controls.

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