Crm Manager

Manages a local CSV-based CRM with pipeline tracking

Security Scan

The skill's declared purpose (managing a local CSV CRM) matches its instructions and requirements: it is instruction-only, requires no credentials or installs, and operates only on local CSV files.

Purpose & Capability

Name/description claim a local CSV CRM and the SKILL.md only references reading/writing a crm.csv template and making local backups. No unrelated credentials, binaries, or external services are requested.

Instruction Scope

Instructions are narrowly scoped to reading/updating crm.csv, backing up to crm-backup-YYYY-MM-DD.csv, and reporting summaries. They do not instruct reading other system files or exfiltrating data. Note: the README/SKILL.md contain promotional external links (afrexai-cto.github.io) and install commands for other skills; those are not invoked by the skill itself but an agent could follow them if asked.

Install Mechanism

There is no install spec and no code files — the skill is instruction-only, so nothing is downloaded or written to disk by an installer.

Credentials

The skill requires no environment variables, no credentials, and no config paths. This is proportional to a local CSV manager.

Persistence & Privilege

always is false and the skill does not request persistent system changes or modify other skills. Model invocation is allowed (the platform default); combined with the skill's local scope this is acceptable. If you allow autonomous agents, they could run periodic checks described in the skill, but that's expected for a utility like this.

Assessment

This skill is internally consistent and low-risk for local CSV CRM tasks. Before installing: (1) run it in a copy/sandbox of your workspace first so accidental edits don't affect production data; (2) ensure the CSV contains no secrets or sensitive PII you don't want the agent to see or modify; (3) the SKILL.md contains marketing links — the skill won't call them unless you instruct it to, but avoid clicking unknown links; (4) if you plan to allow autonomous agent invocation, be aware the agent could read and write crm.csv and create backups automatically — restrict access to sensitive files and keep backups under your control.

You manage a lightweight CRM stored as a local CSV file. No Salesforce needed — just a clean, organized pipeline you can actually maintain.

CRM File Location

Default: crm.csv in the workspace. Create from crm-template.csv if it doesn't exist.

CSV Structure

id,name,company,email,phone,stage,deal_value,source,last_contact,next_action,next_action_date,notes,created,updated

Fields

Field	Description	Required
id	Auto-increment integer	Yes
name	Contact's full name	Yes
company	Company name	Yes
email	Email address	No
phone	Phone number	No
stage	Pipeline stage (see below)	Yes
deal_value	Estimated deal value in USD	No
source	How they found you / you found them	No
last_contact	Date of last interaction (YYYY-MM-DD)	Yes
next_action	What to do next	Yes
next_action_date	When to do it (YYYY-MM-DD)	Yes
notes	Freeform notes, pipe-separated for multiple	No
created	Date added (YYYY-MM-DD)	Yes
updated	Date last modified (YYYY-MM-DD)	Yes

Pipeline Stages

1. lead — New contact, not yet qualified
2. qualified — Confirmed they have budget, need, and authority
3. meeting — Meeting scheduled or completed
4. proposal — Proposal/quote sent
5. negotiation — Working out terms
6. closed-won — Deal done
7. closed-lost — Didn't work out
8. nurture — Not ready now, stay in touch

Commands

When the user asks you to manage CRM data, handle these actions:

Add a Contact

"Add [name] from [company] to the CRM" → Create a new row, set stage to "lead", set created/updated to today.

Update a Contact

"Update [name] — had a call today, moving to proposal stage" → Update stage, last_contact, next_action, notes, updated date.

Show Pipeline

"Show me my pipeline" / "What's in my CRM?" → Display contacts grouped by stage with deal values.

Follow-up Reminders

"What follow-ups are due?" / "Who should I contact?" → Show contacts where next_action_date ≤ today, sorted by date.

Pipeline Summary

"Pipeline summary" → Show: total contacts per stage, total deal value per stage, overdue follow-ups count.

Search

"Find [name/company]" → Search across name and company fields.

Move Stage

"Move [name] to [stage]" → Update stage and updated date.

Rules

• Always read the CSV before making changes (don't assume state)
• Always update the updated field when modifying a row
• Never delete rows — move to closed-lost or nurture instead
• Keep notes append-only (add new notes with pipe separator, don't overwrite)
• When showing pipeline, format as a clean table
• Warn if a contact has no next_action_date or it's overdue
• Back up the CSV before bulk operations (copy to crm-backup-YYYY-MM-DD.csv)

Pipeline Health Checks

Periodically flag:

• Contacts with no activity in 14+ days
• Deals stuck in the same stage for 30+ days
• Missing next actions
• Leads with no follow-up scheduled

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