OEE CRM Intelligence

Two-stage intelligent filtering and scoring of CRM contacts using keywords and AI, adapting over time to prioritize leads that matter most to you.

🐾 CRM Intelligence — Smart Contact Filtering

by Odin's Eye Enterprises — Ancient Wisdom. Modern Intelligence.

2-stage Berman-style filtering and contact scoring for your personal CRM. Learns what matters to you.

What It Does

1. Stage 1 — Quick keyword/pattern filter (fast, cheap)
2. Stage 2 — AI-powered relevance scoring (deeper analysis)
3. Learns from your feedback to improve over time

Trigger Phrases

• "filter my contacts"
• "score this lead"
• "who should I reach out to"
• "CRM filter"
• "prioritize contacts"

Usage

bash

# Filter contacts from a CSV/JSON
python crm_filter.py filter contacts.json

# Score a specific contact
python crm_filter.py score "John Doe" --context "met at conference"

# Show learning stats
python crm_filter.py stats

Files

• crm_filter.py — main filtering engine
• learning.json — learned preferences (auto-updated)

Requirements

• Python 3.10+
• ANTHROPIC_API_KEY environment variable (for Stage 2 AI scoring)

For Agents

Run from the skill directory. Filter results come as JSON on stdout.

bash

python crm_filter.py filter contacts.json --top 10