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crm-patterns

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Streamline multi-client work with CRM patterns

Marketing & Sales#templates#crm#pipeline#workflows#project-tracking#client-management#relationship-health
AuthorKgan01
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Managing client relationships and multiple projects often leads to scattered files, inconsistent data, and missed follow-ups. This skill provides a structured, file-based CRM pattern to organize clients, projects, communications, pipelines, and relationship health in a portable format.

Core Features & Use Cases

  • Client Records: centralize client data with structured fields for quick retrieval.
  • Project & Pipeline Tracking: link projects to clients and monitor status, budgets, and milestones.
  • Communication Logs & Health Monitoring: log interactions, track follow-ups, and assess relationship health.
  • Templates & File-Based Structure: store data in Markdown/YAML files for versioning, portability, and easy sharing.
  • Use Case: a freelancer or agency can manage dozens of clients with a consistent workflow, enabling onboarding, reporting, and revenue tracking.

Quick Start

Create a client file in clients/ with contact info and tags, then create a project under projects/{client-id}/ and log an initial communication.

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-patterns
Download link: https://github.com/Kgan01/ghengis-skills/archive/main.zip#crm-patterns

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