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Crm design

Skill Dragoon0x/everything-design-taste/skills/crm-design

CRM interface design including contact management, deal pipelines, and relationship tracking.From its SKILL.md

Install
npx -y skills add Dragoon0x/everything-design-taste --skill crm-design

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

One thing to look at

  • 9 stars9 stars. Stars are a popularity signal and not a quality one, but at this level it is likely that nobody has read this closely except its author, and you would be relying on your own review.

SKILL.md

1.0 KB, 189 tokens by cl100k_base, as published. Nobody here has run it

Crm Design

Contact Management

  • Contact card: name, company, email, phone, last interaction.
  • Activity timeline: calls, emails, meetings, notes.
  • Tags/segments for grouping.
  • Merge duplicates with conflict resolution.

Pipeline (Kanban)

  • Columns = stages (Lead → Qualified → Proposal → Negotiation → Won/Lost).
  • Card = deal (company, value, probability, close date).
  • Drag between stages.
  • Weighted pipeline value per stage.
  • Color coding by deal health (at risk, on track).

Data Entry

  • Inline editing in tables and cards.
  • Auto-enrichment from email/social.
  • Activity auto-logging (email opens, call duration).
  • Minimal required fields (don't block workflow with mandatory data).

Reporting

  • Won/lost analysis.
  • Sales velocity (time per stage).
  • Rep performance comparison.
  • Forecast vs actual.

What ships with it

Read from the repository

Just SKILL.md. No reference files, no scripts.

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