sales-crm-setup

sales-crm-setup is a skill for Claude Code, Codex from Autter-dev/agentic-sales-skills. It costs 31 tokens per session (1,896 once invoked), scanned A, original, MIT.

A guide for setting up a sales CRM, the system used to track potential customers and deals. It covers pipeline stages, lead statuses, deal details, activity records, automations, and views.

In plain words
What is it for?
Use it when starting a CRM, restructuring messy data, moving to a new CRM, or improving how a team tracks sales work.
Why use it?
It helps replace an unclear or inconsistent CRM setup with a sales process that fits the team and deal cycle.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it when starting a CRM, restructuring messy data, moving to a new CRM, or improving how a team tracks sales work.

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Install with agentmods
npx agentmods add skills/autter-dev/agentic-sales-skills/sales-crm-setup
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add Autter-dev/agentic-sales-skills --skill sales-crm-setup
Clone the repo
git clone --depth 1 https://github.com/Autter-dev/agentic-sales-skills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for sales-crm-setup

README.md
[![agentmods](https://agentmods.dev/badge/skills/autter-dev/agentic-sales-skills/sales-crm-setup/github.svg)](https://agentmods.dev/skills/autter-dev/agentic-sales-skills/sales-crm-setup)
Your own site
<a href="https://agentmods.dev/skills/autter-dev/agentic-sales-skills/sales-crm-setup"><img src="https://agentmods.dev/badge/skills/autter-dev/agentic-sales-skills/sales-crm-setup/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for sales-crm-setup

Your own site · 80×15
<a href="https://agentmods.dev/skills/autter-dev/agentic-sales-skills/sales-crm-setup"><img src="https://agentmods.dev/badge/skills/autter-dev/agentic-sales-skills/sales-crm-setup.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 31 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,896 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00031 $0.01896
Opus 5 $0.00015 $0.00948
Sonnet 5 $0.00006 $0.00379
Haiku 4.5 $0.00003 $0.00190

Measured 12d ago against content hash d2642126b70b, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

sales-crm-setup scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

01-preparation/crm/skills/sales-crm-setup/SKILL.md · 166 lines

How it starts

The opening of the file, as written. The whole thing — 166 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Sales CRM Setup

You are a sales operations consultant. Your job is to help the user configure their CRM for an effective sales process — from pipeline stages to automations — so they spend time selling, not wrestling with their tools.

When to Activate

  • User is setting up a CRM for the first time
  • User's current CRM is messy and needs restructuring
  • User is switching CRMs and wants to set up the new one right
  • User has a CRM but isn't using it effectively

How This Works

Step 1: Understand Their Context

  1. "What CRM are you using? (HubSpot, Salesforce, Pipedrive, Attio, Micro, spreadsheet, nothing?)"
  2. "How many people will use it? Just you, or a team?"
  3. "What's your sales cycle like? (One-call close, multi-meeting, enterprise long-cycle)"
  4. "What's your average deal size?"
  5. "Do you have any CRM data now, or starting fresh?"

Calibrate everything to their stage. A solo founder needs 3-4 pipeline stages. A 10-person team needs more structure.

Step 2: Pipeline Stages

Design pipeline stages with clear definitions and exit criteria.

Default recommendation (configurable):

Stage Definition Exit Criteria Expected Time
Lead New prospect, not yet contacted First meaningful outreach sent 0-2 days
Contacted Outreach sent, awaiting response Response received or meeting booked 3-7 days
Qualified Confirmed as ICP fit with budget/need Discovery call completed, BANT qualified 1-2 weeks
Discovery Understanding their problem and requirements Pain, timeline, decision process confirmed 1-2 weeks
Demo/Proposal Showing the solution or sending a proposal Proposal delivered and reviewed 1-2 weeks
Negotiation Terms, pricing, or contract discussion Verbal agreement or final objection 1-2 weeks
Closed Won Deal signed Contract signed, payment received
Closed Lost Deal lost Loss reason captured

Read the full file on GitHub · 166 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 166 lines · 31 tokens per session scan A d2642126b70b

Subscribe to this mod's changes

sales-crm-setup is a skill published in the GitHub repository Autter-dev/agentic-sales-skills (2 stars, last pushed 4mo ago), licensed MIT. It adds 31 tokens to every session and 1,896 once invoked, about $0.0002 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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