crm-cleanup

crm-cleanup is a skill for Claude Code, Cursor from ilyautov/small-business-ru. It costs 63 tokens per session (995 once invoked), scanned A, original, Apache-2.0.

A CRM data-cleanup workflow for finding inactive deals, duplicate contacts, and missing fields. A CRM is software used to manage customers, contacts, sales opportunities, and their activity history.

In plain words
What is it for?
Use it to audit deals with no recent activity, review likely duplicate contacts, identify empty data fields, and approve updates such as changing a next step or closing a lost deal.
Why use it?
It exposes stale or incomplete customer data before it causes misleading reports or poor decisions. It shows proposed changes first and only fixes changes the owner approves, without deleting or automatically merging records.

Skill for Claude CodeCursor

Written for Claude Code and Cursor: allowed-tools in frontmatter, but also shipped in a Cursor plugin.

Part of the small-business-ru plugin — 34 skills shipped together

Good fit Use it to audit deals with no recent activity, review likely duplicate contacts, identify empty data fields, and approve updates such as changing a next step or closing a lost deal.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/ilyautov/small-business-ru/crm-cleanup
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 ilyautov/small-business-ru --skill crm-cleanup
Clone the repo
git clone --depth 1 https://github.com/ilyautov/small-business-ru

Made for: Claude Code, Cursor.

Or install small-business-ru, the plugin that ships this one along with the rest of its 34 skills.

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-cleanup

README.md
[![agentmods](https://agentmods.dev/badge/skills/ilyautov/small-business-ru/crm-cleanup/github.svg)](https://agentmods.dev/skills/ilyautov/small-business-ru/crm-cleanup)
Your own site
<a href="https://agentmods.dev/skills/ilyautov/small-business-ru/crm-cleanup"><img src="https://agentmods.dev/badge/skills/ilyautov/small-business-ru/crm-cleanup/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-cleanup

Your own site · 80×15
<a href="https://agentmods.dev/skills/ilyautov/small-business-ru/crm-cleanup"><img src="https://agentmods.dev/badge/skills/ilyautov/small-business-ru/crm-cleanup.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 63 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 995 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 $0.00063 $0.00995
Opus 5 $0.00032 $0.00498
Sonnet 5 $0.00013 $0.00199
Haiku 4.5 $0.00006 $0.00100

Measured today against content hash c3a1d0f0ba1b, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

crm-cleanup 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.

small-business-ru/skills/crm-cleanup/SKILL.md · 64 lines

How it starts

The opening of the file, as written. The whole thing — 64 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Мёртвые сделки, задвоенные контакты и пустые поля копятся месяцами, и однажды по такой CRM уже нельзя принять ни одного решения. Скилл находит зависшее, дубли и дыры в данных, показывает всё списком и чинит только то, что ты одобрил — без удалений и автослияний.

Запусти проход по гигиене ~~crm через рабочий процесс очистки скилла crm-maintenance. Действуй сразу — собственник набрал /crm-cleanup, поэтому пропусти шаг определения намерения.

Разбери аргументы:

  • --scope (по умолчанию: all) — deals только аудит сделок, contacts только дедуп контактов, all оба

Шаг 1 — Скан зависших сделок

Если область включает сделки:

  1. Подтяни все открытые сделки из ~~crm.
  2. Пометь сделки без активности (письмо, звонок, встреча, примечание) за последние 14 дней.
  3. Для каждой зависшей сделки покажи: название сделки, стадию, дату последней активности, связанные контакты и сумму в ₽.
  4. Предложи действия по сделке: обновить следующий шаг, сменить стадию, добавить примечание или закрыть как проигранную.

Покажи полный список зависших сделок, прежде чем вносить изменения.

Шаг 2 — Скан дублей контактов

Если область включает контакты:

  1. Найди в контактах ~~crm вероятные дубли (один email/телефон, похожие имена, одна компания + похожее имя).
  2. Для каждой пары дублей покажи обе записи рядом — имя, email/телефон, компания, сделки, последняя активность.
  3. Предложи, какую запись оставить и какие поля объединить.

Покажи все пары дублей, прежде чем что-либо объединять.

Шаг 3 — Скан незаполненных обязательных полей

  1. Проверь все открытые сделки на незаполненные поля: дата закрытия, сумма, стадия сделки, связанный контакт, следующий шаг/примечания.
  2. Проверь контакты, связанные с открытыми сделками, на незаполненные поля: email, компания, телефон.
  3. Покажи таблицу записей с незаполненными полями и тем, чего не хватает.

Read the full file on GitHub · 64 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 · -3 lines · -24 tokens per session c3a1d0f0ba1b
  2. 11d ago First seen · 67 lines · 87 tokens per session scan A 393b5a2a0e99

Subscribe to this mod's changes

crm-cleanup is a skill published in the GitHub repository ilyautov/small-business-ru (15 stars, last pushed today), licensed Apache-2.0. It adds 63 tokens to every session and 995 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

milestone-runner

Use when asked to "run milestones", "execute EXECUTIONPROMPTS.md", "continue the milestone sequence", "run independent milestones in parallel", "merge the stack", or "reconcile M5" after prior work changes the current design. Not for generating plan files; use plan-prompts. Not for repairing one stack; use stacked-prs.

Mathews-Tom/armory · 76 tokens

task-decomposer

Produces phased task boards from feature requests: dependency-mapped work items, parallelization flags, risk flags, edge cases, test matrices. Triggers on: "decompose this feature", "task breakdown with dependencies", "phased implementation plan", "work breakdown structure". NOT for discovering which decisions are…

Mathews-Tom/armory · 81 tokens

project-context-setup

Scaffolds per-repository agent context so coding agents share the same issue tracker rules, triage label vocabulary, domain glossary, ADR layout, and handoff conventions. Triggers on: "set up project context", "configure agent docs", "create CONTEXT.md", "setup agent workflow", "agent issue tracker setup", "triage…

Mathews-Tom/armory · 109 tokens

manager

A session-to-GitHub tracker that creates, updates, and reads issues across repositories, including their labels, parent epics, and project-board placement.

serejaris/personal-corp-os · 63 tokens

corp-doctor

A guided maintenance and setup tool for a Personal Corp system, meaning a business workflow built from AI agents, department repositories, and shared rules. It checks what exists before making changes.

serejaris/personal-corp-os · 102 tokens

pm-prioritize

Use when ranking a list of requirements, features, or backlog items using RICE / ICE / MoSCoW / Kano. Built-in decision tree picks the right framework based on data availability and decision context. Output is a transparent matrix, 2×2 Impact/Effort quadrant, and a Sprint allocation proposal. User-invoked only — do…

serejaris/personal-corp-os · 140 tokens