claude

crm

Pipeline management: daily CRM briefs, CRM strategy document, hypothesis-driven action tracking (C-### ledger), pipeline state tracking, lead-tracker funnel measurement (now including crates.io download counts), world-class lead enrichment (7 data sources: Gmail, GitHub, WebSearch, company website, email domain, internal cross-ref, analytics), and email outreach via Resend API

2 on GitHubby systemprompt.iov1.6.0updated 1 month agooperations
/

Plugin crm from marketplace systemprompt-marketplace in systempromptio/systemprompt-marketplace. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (9)

  • crm-guide

    Entry point for CRM — routes to pipeline tracking, lead management, and outreach

  • crm-hypothesis-ledger

    Append-only log of every CRM/sales action taken and whether its hypothesis passed. Provides C-### ID allocation, in-flight queries for daily-crm-brief, and maturation scoring. The spine of the hypothesis-driven sales loop.

  • crm-identity

    CRM identity and definitions for systemprompt.io. Defines pipeline stages, lead scoring rubric, email rules, and integration with marketing. Load FIRST before any other crm skill.

  • crm-strategy-master

    Maintains the living CRM strategy doc at reports/crm/crm-strategy-master.md. Never rewrites wholesale, only diffs. Contains objectives, pipeline health, hypotheses, and deal velocity. Load crm-identity first.

  • daily-crm-brief

    The morning CRM briefing. Orchestrates pipeline-tracker + hypothesis-ledger into a single actionable brief: pipeline snapshot, hot leads, overdue follow-ups, email drafts to review, and all effective copy-paste-ready actions for Ed (minimum 3, no cap) — each tagged with a new [C-###] hypothesis. Loa

  • email-composer

    Draft and send CRM emails via the Resend API. Loads templates from reports/crm/templates/, personalises with lead context, presents draft for MANDATORY human approval, then sends via curl. Every email requires Ed's explicit approval before sending — no exceptions.

  • lead-enrichment

    World-class lead enrichment using 7 data sources: Gmail threads, GitHub profile, web search, company website, email domain analysis, internal CRM cross-reference, and website analytics. Builds a complete picture of who we're selling to.

  • lead-tracker

    Daily CRM and funnel measurement. Pulls GitHub Traffic API for systemprompt-core and systemprompt-template (14d retention, MUST run daily), website analytics via systemprompt CLI, and external feedback signals. Emits 1d/7d/31d funnel deltas and a dated report. Source of truth for every hypothesis me

  • pipeline-tracker

    Daily CRM data collection. Pulls GitHub Traffic API, website analytics, and marketing-strategy lead-tracker data. Updates leads.json and deals.json, snapshots pipeline state to pipeline-history.jsonl, and writes a dated report. Source of truth for all CRM metrics.

View source on GitHub systemprompt.io

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