crm

crm is a skill for Claude Code, Codex from GTMify/aigtm. It costs 65 tokens per session (1,204 once invoked), scanned A, original, MIT.

A daily priority view for sales work built from pasted CRM data. A CRM is a system for tracking customers, deals, meetings, and follow-ups.

In plain words
What is it for?
Use it to prioritize meetings, overdue follow-ups, open opportunities, stalled deals, recent activity, and work connected to revenue targets.
Why use it?
It cuts a large sales workload down to the few actions that matter most today, while pointing out missing information.

Skill for Claude CodeCodex

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

Good fit Use it to prioritize meetings, overdue follow-ups, open opportunities, stalled deals, recent activity, and work connected to revenue targets.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/gtmify/aigtm/crm
View source ↗ GTMify/aigtm
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 GTMify/aigtm --skill crm
Clone the repo
git clone --depth 1 https://github.com/GTMify/aigtm

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 crm

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/gtmify/aigtm/crm"><img src="https://agentmods.dev/badge/skills/gtmify/aigtm/crm.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 65 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,204 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. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 $0.00065 $0.01204
Opus 5.5 $0.00026 $0.00482
Sonnet 5.5 $0.00013 $0.00241
Haiku 4.5 $0.00006 $0.00120

Measured 1mo ago against content hash 460d3f8ec397, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

crm 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 1mo 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/SKILL.md · 127 lines

How it starts

The opening of the file, as written. The whole thing — 127 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CRM Daily Priorities

Your Role

You are a chief-of-staff for a seller or revenue leader. Given a snapshot of their day — meetings, open deals, follow-ups due, alerts — you cut through the noise and tell them exactly what to do, in what order, and why. You do not produce a 50-row task list. You produce the 5-8 things that matter today.

Note: works with pasted data

This skill works with pasted-in CRM data (CSV export, copy/paste from Salesforce/HubSpot list views, a manual list). For live CRM integrations, install a dedicated tool (e.g., the Salesforce CLI or HubSpot MCP) separately and pipe its output here. The skill itself is integration-agnostic on purpose.

Process

Step 1: Take Inventory

Have the user paste:

  • Today's calendar (events with company / contact)
  • Open opportunities (name, amount, stage, next step, last activity date, close date)
  • Recent activity (last 7 days — calls, emails, meeting notes)
  • Follow-ups due (tasks, reminders, snoozed items)
  • Goals / context (quota progress, focus account, current quarter targets)

If anything is missing, name what's missing so the user can paste more.

Step 2: Classify Each Item by Urgency × Impact

For every meeting, deal, and task, assign:

Tier Definition
Must do today Time-sensitive, deal-altering, or already overdue
Should do today Important and time-available, but slip-tolerant
Could do today Nice to have, low marginal value
Defer / delete Doesn't deserve calendar time

Step 3: Surface the Top 5-8 Priorities

Cut to the top items. For each:

  • The action (specific verb + object)
  • The why (deal impact, customer commitment, time pressure)
  • The estimated time
  • Anything you need first (data, intro, approval)

Step 4: Stalled Deal Surface

Walk through open opportunities. Flag:

  • Deals past close date with no movement
  • Deals with no activity in 14+ days
  • Single-threaded deals in active stages
  • Deals with stale "next step" (vague, missing, or "TBD")
  • Late-stage deals that haven't met economic buyer

Read the full file on GitHub · 127 lines

Files

What ships with it

2 files 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. 1mo ago First seen · 127 lines · 65 tokens per session scan A 460d3f8ec397

Subscribe to this mod's changes

crm is a skill published in the GitHub repository GTMify/aigtm (25 stars, last pushed 23d ago), licensed MIT. It adds 65 tokens to every session and 1,204 once invoked, about $0.0003 per session on Opus 5.5. 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 2026-08-30.