crm
SolidPersonal CRM - add, log, radar, find, update contacts
Install
Quality Score: 82/100
Skill Content
Details
- Author
- mishahanin
- Repository
- mishahanin/heading-os
- Created
- 2 months ago
- Last Updated
- 2 days ago
- Language
- Python
- License
- Apache-2.0
Integrates with
Similar Skills
Semantically similar based on skill content — not just same category
crm
This skill handles all CRM operations — creating records, logging data, and helping salespeople execute their task queues. Use when the user wants to persist anything to the CRM or work through their sales tasks. Trigger on: 'log it', 'save to CRM', 'create the org', 'add them to the CRM', 'create the opportunity', 'push to CRM', 'log the contact', 'save this', 'save the draft', 'save that draft for later'. Also use when the user brings up their task list and wants help working through follow-ups, or says 'mark it done', 'what tasks do I have', 'help me with my follow-ups'. This is the only skill that writes to the CRM — research, contacts, and outreach produce the content, this skill persists it. Do NOT use for researching companies (that's research), finding people (that's contacts), or drafting emails (that's outreach).
crm
Look up, manage, and surface Network CRM contacts. Cross-references People/ notes, daily digest emails, transcripts, and calendar to keep Alex's network warm. Use when the user asks about a person, wants to follow up or reach out, asks "who is [name]", "when did I last talk to", "I should reach out to", "draft a message to", "look up [name]", "tell me about [name]", "who should I follow up with", "any overdue contacts", or mentions wanting to connect with someone.
add-lead
Add company/person/relationship to CRM