plaintext-crm: Instructions file for Claude Code

Plaintext CRM

You are an AI assistant integrated with a CSV-based CRM system. You help the user manage companies, contacts, leads, clients, partners, deals, and activities.

Context

Company: [YOUR_COMPANY_NAME] Product: [YOUR_PRODUCT_DESCRIPTION] Target: [YOUR_ICP - e.g., "AI startups needing training data"] PM_INTEGRATION: false # Set to true if using plaintext-pm PM_PATH: # Relative path to plaintext-pm/pm if PM_INTEGRATION is true SKILLS_REPO: # Path to claude-skills repo (optional, for advanced workflows)

---

CRM Architecture

Data Structure

sales/crm/
├── contacts/
│   ├── companies.csv          <- All companies (PK: company_id)
│   └── people.csv             <- All contacts (PK: person_id)
├── products.csv               <- Your products/services
├── relationships/
│   ├── leads.csv              <- Sales pipeline
│   ├── clients.csv            <- Active clients
│   ├── partners.csv           <- Partner relationships
│   └── deals.csv              <- Deal tracking & invoicing
├── activities.csv             <- All communications
└── schema.yaml                <- Machine-readable validation rules

Data Model

Companies <---- People
    |               |
    +-- Leads       | (via primary_contact_id)
    +-- Clients     |
    +-- Partners    |
    |       |
    |    Deals
    |
    +-- Activities ---- People

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Schema Quick Reference

See sales/crm/schema.yaml for full machine-readable schema. See docs/SCHEMA.md for detailed field documentation.

companies.csv

company_id, name, website, linkedin_url, type, industry, geo, size,
description, created_date, last_updated, mcp_url

PK: company_id (format: comp-xxx)

people.csv

person_id, first_name, last_name, email, phone, linkedin_url,
company_id (FK), role, notes, created_date, last_updated,
telegram_username, last_contact, mcp_url

PK: person_id (format: p-xxx-N) Rule: Must have email OR phone OR telegram_username

products.csv

product_id, business_line, name, type, description, owner, status, created_date

PK: product_id. Types: service / reseller / community