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Kgan01
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crm-patterns

Organize and track client relationships using file-based Markdown and YAML records.

6|Updated Apr 7, 2026
Search Tags:#templates#crm#pipeline#workflows#project-tracking#client-management#relationship-health
One-click install
npx skills add https://github.com/Kgan01/ghengis-skills --skill crm-patterns
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: crm-patterns
Source: https://github.com/Kgan01/ghengis-skills/tree/main/plugins/ghengis-skills/skills/crm-patterns
Command: npx skills add https://github.com/Kgan01/ghengis-skills --skill crm-patterns

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about crm-patterns

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

FAQPage Schema
How do I manage multiple clients and projects without scattered files?▼

A file-based CRM system organizes multi-client relationships by centralizing client records, project pipelines, and communication logs into structured Markdown and YAML files, ensuring consistent tracking and portable data.

What is the best way to track client relationship health and follow-ups?▼

Tracking relationship health involves logging interactions in structured YAML frontmatter files, allowing you to monitor communication history, log follow-ups, and assess relationship status across multiple client projects.

How to set up a file-based CRM for freelance or agency client tracking?▼

Create a client file in a clients directory with contact info and tags, then add a project under a projects directory using the client ID, and log an initial communication record to establish the file-based CRM structure.

Can I use YAML frontmatter and Markdown files for pipeline management?▼

Yes, you can use structured YAML frontmatter and Markdown files for pipeline management by linking projects to clients and monitoring status, budgets, and milestones within a portable, version-controlled file structure.

Does this client management approach require a database or external dependencies?▼

No, this client management approach uses a portable file-based CRM system with structured Markdown and YAML files, requiring no external dependencies or databases, while optionally supporting directories for scripts and assets.

When should I use a file-based CRM system over traditional CRM software?▼

Use a file-based CRM system when you need portable, version-controlled client data without external dependencies, making it ideal for freelancers and teams managing dozens of clients with consistent onboarding and reporting workflows.

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