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

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.

agentmods
npx agentmods add skills/gtmify/aigtm/crm
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.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.svg" alt="Measured on agentmods" 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. Scan, not verified.
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 $0.00065 $0.01204
Opus 5 $0.00032 $0.00602
Sonnet 5 $0.00013 $0.00241
Haiku 4.5 $0.00006 $0.00120

Measured 4d ago against content hash 460d3f8ec397, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, 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 4d 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. 4d 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 (24 stars, last pushed 26d ago), licensed MIT. It adds 65 tokens to every session and 1,204 once invoked, about $0.0003 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 2026-08-30.

Related

Other skills, from other repositories

npm-downloads-to-leads

Takes a list of npm package names (yours or competitors'), fetches 12 weeks of daily download data from the npm API, computes a breakout velocity score per package to identify hockey-stick growth, fetches maintainer profiles from the npm registry and GitHub API, and outputs a ranked lead brief for each breakout…

Varnan-Tech/opendirectory · 172 tokens

graphic-ebook

Creates professionally designed B2B SaaS e-books in HTML + CSS, exported as print-ready PDF. 3–10 pages, 9 style presets, 11 page layout types. Trigger when user says "create an ebook", "design a lead magnet", "make a PDF guide", "build a gated content piece", "write a B2B ebook", "design a white paper", "create a…

Varnan-Tech/opendirectory · 97 tokens

company-radar

Competitive intelligence orchestrator tracking companies across 8+ platforms (GitHub, Twitter, Reddit, HN, PH, YC Jobs) with heat scores and AI briefings.

Varnan-Tech/opendirectory · 39 tokens

dependency-update-bot

Scans your project for outdated npm, pip, Cargo, Go, or Ruby packages. Runs a CVE security audit. Fetches changelogs, summarizes breaking changes with Gemini, and opens one PR per risk group (patch, minor, major). Includes Diagnosis Mode for install conflicts. Use when asked to update dependencies, check for outdated…

Varnan-Tech/opendirectory · 134 tokens

campaign-strategy

Pre-flight strategy advisor for a new campaign. Analyses every past campaign in the local YALC DB (HeyReach campaigns auto-sync on each run), their real outbound copy, where in the sequence each conversation first replied, every prior retro brief, and the validated/proven intelligence file. Then it proposes angle…

Othmane-Khadri/YALC-the-GTM-operating-system · 154 tokens

copywriting-vp-sequence

Writes a 3-email outbound sequence targeting VP-level buyers (VP Sales, VP Marketing, VP Revenue, VP Operations, VP Product, etc.). Use this skill whenever the user wants to write cold emails for a VP, says "write me a sequence for a VP of Sales", "draft emails targeting VP-level", or provides a VP persona and asks…

Othmane-Khadri/YALC-the-GTM-operating-system · 104 tokens