crm

Log interactions, monitor relationship health, and prioritize follow-ups.

10|1|Updated Jun 29, 2026

Search Tags:#productivity #networking #crm #executive #relationship management #contacts

Ready to run

npx skills add https://github.com/mishahanin/heading-os --skill crm-mishahanin

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: crm
Source: https://github.com/mishahanin/heading-os/tree/main/.claude/skills/crm
Command: npx skills add https://github.com/mishahanin/heading-os --skill crm-mishahanin

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve?

This Skill solves the challenge of maintaining high-touch professional relationships by automating the logging, tracking, and prioritization of interactions across a distributed network of contacts.

Core Features & Use Cases

Relationship Health Radar: Automatically surfaces overdue contacts and prioritizes follow-ups based on interaction history.
Interaction Logging: Seamlessly records meetings, calls, and emails to keep contact profiles current.
Use Case: Use this to manage a complex network of investors, partners, and tribe members, ensuring no relationship goes stale by receiving daily prioritized follow-up drafts.

Quick Start

Use the crm skill to display your current relationship health radar and identify who needs attention today.

Frequently Asked Questions about crm

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

FAQPage Schema

How do I automate contact relationship management and prioritize follow-ups?▼

Automate contact relationship management by using Python-based scripts to process interaction history, aggregate contact data, and generate prioritized follow-up queues. This surfaces overdue contacts and provides daily communication drafts to maintain high-touch professional networks.

What is a relationship health radar and how does it track networking contacts?▼

A relationship health radar monitors networking contacts by analyzing interaction logs to automatically surface overdue connections. It evaluates interaction history to prioritize follow-ups, ensuring executive and corporate relationships never go stale.

Can I use Python scripts to log interactions and synchronize contact records across workspaces?▼

Yes, you can use Python scripts to process interaction logs and synchronize contact records across executive and CEO workspaces. The scripts aggregate meeting, call, and email data to keep contact profiles current and automate relationship tracking.

How do I manage a complex network of investors and partners without relationships going stale?▼

Manage complex investor and partner networks by automating interaction logging and health monitoring. The system generates daily prioritized follow-up drafts based on interaction history, ensuring no executive or corporate relationship goes stale.

Does executive relationship management require Python to generate communication drafts?▼

Yes, executive relationship management requires Python-based scripts to process relationship health data, aggregate interaction logs, and generate automated communication drafts for prioritized follow-ups across CEO and executive workspaces.