CRM Manager

Manages a local CSV-based CRM with pipeline tracking

Security Scan

The skill is an instruction-only, local CSV-based CRM tool that only reads/writes files in the workspace and its requirements and instructions are consistent with that purpose.

Purpose & Capability

Name and description match the provided SKILL.md: a lightweight local CSV CRM. The skill requests no credentials, binaries, or installs and the included template and instructions are proportionate to a CSV-based CRM.

Instruction Scope

Instructions are limited to reading/updating a workspace crm.csv, appending notes, updating timestamps, and making backups (crm-backup-YYYY-MM-DD.csv). These are appropriate for the stated purpose. The skill will read and write files in the workspace and perform backups before bulk operations — users should expect local file I/O and ensure the workspace file contains data they are comfortable having the agent access.

Install Mechanism

No install spec or code is included (instruction-only), so nothing will be downloaded or written to disk by an installer. This is the lowest-risk install profile.

Credentials

The skill declares no environment variables, credentials, or config paths and the SKILL.md does not reference any secrets or external APIs. No disproportionate access to secrets or unrelated services is required.

Persistence & Privilege

always is false and the skill does not request persistent system-wide changes or modify other skills. It will read and write files in the agent workspace only, which is appropriate for its function.

Assessment

This skill is instruction-only and operates on a local crm.csv in your workspace (creates backups like crm-backup-YYYY-MM-DD.csv). Before installing or using it: (1) ensure the workspace location is appropriate for storing any contact data you plan to manage (avoid placing sensitive PII there unencrypted), (2) keep your own backups and check the backup files the first time it runs, and (3) if you run agents with elevated file access or automated scheduling, be aware the agent will read and modify crm.csv and create backup files in the workspace. Otherwise the skill’s behavior is coherent and limited to local file-based CRM tasks.

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