Run a structured CRM interview and persist project context to JSON.
npx skills add https://github.com/marmelab/crm-builder --skill setup-interview
Please help me install this Agent Skill. Skill: setup-interview Source: https://github.com/marmelab/crm-builder/tree/main/claudeConfig/.claude/skills/setup-interview Command: npx skills add https://github.com/marmelab/crm-builder --skill setup-interview
This Skill turns a blank CRM build into a structured project specification by guiding you through a domain-by-domain interview so the orchestrator can generate the right CRM behavior and layout.
Start an interview by telling the assistant: "Let's set up my CRM—industry is __, team size is __, I manage __, and my main goal is __."
High-intent search queries and answers about installing and using this skill.
A CRM requirements interview works by asking structured questions across domains like business context, entities, pipeline stages, and UI preferences, then persisting your answers into a project context JSON file for orchestration.
Yes, you can resume a CRM setup interview because the system detects an existing project context file, updates interview progress per turn, and resumes configuration from where you left off.
CRM configuration setup restricts write access entirely to the /app/docs/project-context.json file, ensuring your interview answers and specifications never accidentally overwrite application source code.
The best way to define CRM pipeline stages and custom fields is through a guided domain interview that asks controlled questions about your sales process, persists the answers, and locks the specification only after final confirmation.
You need to validate a CRM project context file after completing the domain interview, where the system performs consistency checks and emits a VALIDATED status only following your final user confirmation with a locked spec.
To start configuring a CRM from scratch, you provide your industry, team size, what you manage, and your main goal, which initiates the structured interview to collect entities, roles, and integrations.
DevHive1Generate PRDs, user stories, and roadmaps using industry frameworks.
yaresimeonthomasGuide domain-by-domain interviews to generate validated Atomic CRM project-context.json files.
ketanswebsiteAnalyze project structure and design system to propose UI/UX design options.
StratioView or define Critical Data Elements in a governed domain with approval pause.
