crm

Create and manage contact databases in JSON or CSV files.

2|Updated Mar 31, 2026
One-click install
npx skills add https://github.com/Wike-CHI/acquisition-agent --skill crm-wike-chi
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: crm
Source: https://github.com/Wike-CHI/acquisition-agent/tree/main/skills/crm
Command: npx skills add https://github.com/Wike-CHI/acquisition-agent --skill crm-wike-chi

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Users who need to track contacts, leads, investors, or networking connections but want a lightweight, customizable solution without a full‑stack CRM.

Core Features & Use Cases

  • File‑based contact storage that starts with a simple JSON or CSV file.
  • Progressive schema expansion to add interactions, companies, and deals only when required.
  • Optional migration to SQLite for faster queries and multi‑user access.

Quick Start

Ask the CRM skill to create a new contacts.json file in my home crm folder for managing my client list.

Frequently Asked Questions about crm

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

FAQPage Schema
How do I build a simple file-based CRM for managing contacts?

A file-based CRM uses simple JSON or CSV files to store contacts, leads, and networking relationships without external platforms. You start by creating a contacts file and progressively expand the schema to track interactions, companies, and deals as your requirements grow.

What's the best way to track leads without a full-stack CRM platform?

Using a simple JSON or CSV file to track leads avoids the overhead of a full-stack CRM platform. You manage client lists and networking connections locally, with optional migration to SQLite later for faster queries and multi-user access if your team grows.

Can I migrate my CSV contact database to SQLite for faster queries?

Yes, you can migrate your CSV or JSON contact database to SQLite. This optional migration enables faster queries and supports multi-user access, making it suitable for small teams that have outgrown basic file-based storage.

How does schema evolution work in a personal contact database?

Schema evolution in a personal contact database allows progressive expansion. You start with basic contact fields in a JSON file and incrementally add structures for interactions, companies, and deals only when required, ensuring the database grows with your needs.

Do I need external dependencies to manage a small team's networking relationships?

No external dependencies are needed to manage networking relationships for individuals or small teams. The system operates entirely on simple local files like JSON or CSV, with SQLite as an optional upgrade for multi-user access.