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crm-lite

crm-lite is a skill for Claude Code, Codex from hewi333/Mom-n-Pop-Skills. It costs 40 tokens per session (1,560 once invoked), scanned A, original, MIT.

A small customer and lead tracker that stores contacts, activities, estimates, and communications in a local SQLite database. SQLite is a file-based database, so it does not require a separate server.

In plain words
What is it for?
Use it to manage contacts, website or referral leads, estimates, calls, emails, texts, and job status. It suits small businesses with one to ten employees and is not designed for concurrent multi-user access or enterprise permissions.
Why use it?
It gives a small business a simple place to follow leads and customer work without adopting a full CRM system. It can show progress from estimate sent through payment and keep a communication history.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: positional $N argument.

not rated 120repo +1 changed today A scan SkillSpector: pass 40 tokens original MIT

Good fit Use it to manage contacts, website or referral leads, estimates, calls, emails, texts, and job status. It suits small businesses with one to ten employees and is not designed for concurrent multi-user access or enterprise permissions.

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Install with agentmods
npx agentmods add skills/hewi333/mom-n-pop-skills/crm-lite
View source ↗ hewi333/Mom-n-Pop-Skills
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 hewi333/Mom-n-Pop-Skills --skill crm-lite
Clone the repo
git clone --depth 1 https://github.com/hewi333/Mom-n-Pop-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 crm-lite

README.md
[![agentmods](https://agentmods.dev/badge/skills/hewi333/mom-n-pop-skills/crm-lite/github.svg)](https://agentmods.dev/skills/hewi333/mom-n-pop-skills/crm-lite)
Your own site
<a href="https://agentmods.dev/skills/hewi333/mom-n-pop-skills/crm-lite"><img src="https://agentmods.dev/badge/skills/hewi333/mom-n-pop-skills/crm-lite/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-lite

Your own site · 80×15
<a href="https://agentmods.dev/skills/hewi333/mom-n-pop-skills/crm-lite"><img src="https://agentmods.dev/badge/skills/hewi333/mom-n-pop-skills/crm-lite.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 40 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,560 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 $0.00040 $0.01560
Opus 5 $0.00020 $0.00780
Sonnet 5 $0.00008 $0.00312
Haiku 4.5 $0.00004 $0.00156

Measured today against content hash 84b6426ae771, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

crm-lite 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 today.

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-lite/SKILL.md · 150 lines

How it starts

The opening of the file, as written. The whole thing — 150 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CRM-Lite — Lightweight SQLite CRM for Small Business

Overview

A minimal, file-based CRM built on SQLite for non-technical small business owners. No server, no external dependencies, no auth complexity. Designed for agent-mediated use: the owner interacts via text message with the agent, which reads/writes this database.

When to Use

  • Small business (1-10 employees) with no existing CRM
  • Agent-mediated access — owners interact via chat/Telegram, not direct DB access
  • Lead tracking from website forms, referrals, email inquiries
  • Pipeline visibility — estimate sent → accepted/rejected → job scheduled → paid
  • Communication log — every email, call, text logged automatically

Don't Use For

  • Multi-user concurrent access with role-based permissions
  • Complex sales methodologies (MEDDIC, Challenger, etc.)
  • Real-time collaboration features
  • Integration with enterprise SSO/SCIM

Core Features

Data Model (SQLite: crm.db)

  1. customers — Core customer records

    • id (PK), name, email, phone, company, address, city, state, zip
    • lead_source, lead_status (new/qualified/estimate_sent/won/lost)
    • total_value, notes, created_at, updated_at

  2. leads — Inbound leads before qualification

    • id, source (website/referral/email/phone), contact_name
    • contact_email, contact_phone, company, property_address
    • sqft, ceiling_height, service_type, urgency
    • status (new/qualified/estimate_ready/scheduled/lost)
    • assigned_to, created_at, updated_at

  3. activities — Every touchpoint

    • id, customer_id (FK), lead_id (FK), activity_type (call/email/text/meeting/estimate_sent/estimate_accepted/estimate_rejected/job_scheduled/job_completed/invoice_sent/payment_received)
    • description, outcome, next_action, next_action_date
    • created_at, updated_at

  4. estimates — Estimate lifecycle

    • id, customer_id, lead_id, estimate_number, amount
    • status (draft/sent/accepted/rejected/expired)
    • sent_date, accepted_date, rejected_date, expires_date
    • line_items (JSON), notes, created_at, updated_at

Read the full file on GitHub · 150 lines

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. today Changed 84b6426ae771
  2. 12d ago First seen · 150 lines · 40 tokens per session scan A de5a72a5fa04

Subscribe to this mod's changes

crm-lite is a skill published in the GitHub repository hewi333/Mom-n-Pop-Skills (120 stars, last pushed yesterday), licensed MIT. It adds 40 tokens to every session and 1,560 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 2026-08-30.

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