skills.rest
mr-kelly
mr-kellyCOMMUNITY
Explore all skills by this author →
Website𝕏@kellypeilinchanGitHub

kelly-crm

Manage contacts, companies, and deals in a local file-backed dashboard.

4|3|Updated Feb 25, 2026
Search Tags:#automation#crm#pipeline#outreach#follow-up#contacts
One-click install
npx skills add https://github.com/mr-kelly/skills --skill kelly-crm
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: kelly-crm
Source: https://github.com/mr-kelly/skills/tree/main/skills/kelly-crm
Command: npx skills add https://github.com/mr-kelly/skills --skill kelly-crm

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires @hono/node-server, hono, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This skill solves the problem of fragmented relationship management by providing a centralized, local-first command desk that keeps your CRM data organized and your follow-up communications consistent and reviewed.

Core Features & Use Cases

  • Local-First Dashboard: Manage contacts, companies, and deals in a private, local browser-based UI that never sends data to the cloud.
  • Review-Driven Workflow: Automatically draft follow-up messages based on your interactions, then review, edit, or approve them in a dedicated queue before they are sent.
  • Use Case: When you finish a series of client meetings, use this skill to ingest your notes, update your deal pipeline, and generate personalized follow-up emails for review before they are dispatched through your email client.

Quick Start

Use the kelly-crm skill to open the CRM dashboard and review my pending follow-ups.

Frequently Asked Questions about kelly-crm

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

FAQPage Schema
How do I manage my CRM contacts and deals without sending data to the cloud?▼

You can manage CRM contacts and deals locally using a browser-based dashboard that keeps all sensitive information in local file-backed storage, ensuring strict data privacy without cloud synchronization.

How do I automate follow-up outreach without sending incorrect messages?▼

Automated follow-up outreach is handled through a review-driven workflow where the agent drafts messages into a dedicated queue, requiring your explicit review and approval before execution via external channels.

Can I use a local-first pipeline to track client interactions and generate outreach emails?▼

Yes, you can use a local-first pipeline dashboard to track client interactions, update deal stages, and automatically generate personalized outreach emails that remain in a local queue pending your review.

Does Hono support building a local file-backed CRM dashboard?▼

Hono can support a local file-backed CRM dashboard by running a node server that manages idempotent file-based state, ensuring your contacts and pipeline data remain strictly local.

What is the best way to keep track of follow-up tasks for my personal contacts?▼

The best way to track follow-up tasks for personal contacts is using a centralized command desk that ingests interaction notes, manages pipeline updates, and drafts follow-up workflows for your review.

What happens if I do not approve a drafted follow-up message in the CRM queue?▼

If a drafted follow-up message is not explicitly approved in the CRM queue, it remains in the local review state and is not dispatched through external channels, ensuring you maintain full control over outreach.

Related Skills

Explore More Marketing & Sales Skills→
mr-kellymr-kelly
4

kelly-deal-scorer

Score SME financing candidates with a deterministic rule-based rubric.

Community
Advanced
hiroshi75hiroshi75

draft-outreach

Draft personalized cold outreach messages using research on prospects and companies.

Community
Intermediate
az9713az9713
2

grinde-mapper

Generate GRINDE mind maps connecting concepts across chunks.

Community
Advanced
claude-office-skillsclaude-office-skills
368

crm-automation

Automate CRM workflows for HubSpot, Salesforce, and Pipedrive.

Official
Advanced