crm-design

crm-design is a skill for Claude Code from Dragoon0x/everything-design-taste. It costs 17 tokens per session (224 once invoked), scanned A, original, MIT.

A guide to designing software for managing customer relationships, contacts, activities, and sales deals. A deal pipeline is a set of stages showing how opportunities move from lead to completed or lost.

In plain words
What is it for?
Use it to plan contact records, activity timelines, tags, deal boards, inline editing, duplicate handling, sales reports, and forecasts.
Why use it?
It keeps customer information, conversations, and sales progress organised in one place. It also supports clearer forecasting and helps teams spot stalled or at-risk deals.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the edt plugin — 117 skills, 80 agents shipped together

Good fit Use it to plan contact records, activity timelines, tags, deal boards, inline editing, duplicate handling, sales reports, and forecasts.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/dragoon0x/everything-design-taste/crm-design
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 Dragoon0x/everything-design-taste --skill crm-design
Clone the repo
git clone --depth 1 https://github.com/Dragoon0x/everything-design-taste

Made for: Claude Code.

Or install edt, the plugin that ships this one along with the rest of its 117 skills, 80 agents.

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 crm-design

README.md
[![agentmods](https://agentmods.dev/badge/skills/dragoon0x/everything-design-taste/crm-design/github.svg)](https://agentmods.dev/skills/dragoon0x/everything-design-taste/crm-design)
Your own site
<a href="https://agentmods.dev/skills/dragoon0x/everything-design-taste/crm-design"><img src="https://agentmods.dev/badge/skills/dragoon0x/everything-design-taste/crm-design/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 crm-design

Your own site · 80×15
<a href="https://agentmods.dev/skills/dragoon0x/everything-design-taste/crm-design"><img src="https://agentmods.dev/badge/skills/dragoon0x/everything-design-taste/crm-design.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 17 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 224 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 $0.00017 $0.00224
Opus 5 $0.00009 $0.00112
Sonnet 5 $0.00003 $0.00045
Haiku 4.5 $0.00002 $0.00022

Measured 7d ago against content hash 23f038c8393b, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

crm-design 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 7d 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.

skills/crm-design/SKILL.md · 32 lines

What it actually says

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.
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. 7d ago First seen · 32 lines · 17 tokens per session scan A 23f038c8393b

Subscribe to this mod's changes

crm-design is a skill published in the GitHub repository Dragoon0x/everything-design-taste (11 stars, last pushed 5mo ago), licensed MIT. It adds 17 tokens to every session and 224 once invoked, about $0.0001 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 2026-09-03.

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