crm-ops

crm-ops is a skill for Claude Code, Codex from lobu-ai/lobu. It costs 44 tokens per session (1,013 once invoked), scanned A, original, Apache-2.0.

A set of procedures for operating Lobu’s funnel CRM, a system for tracking potential customers and paid pilots. It keeps lead details, interactions, funnel stages, and weekly summaries in Lobu memory.

In plain words
What is it for?
Use it to find or enrich leads, record interactions, move leads from initial interest to customer, manage paid pilots, and create the weekly digest.
Why use it?
It removes the need to remember how leads and pilots are represented or update them inconsistently. It also provides a defined history of changes and conversions.

Skill for Claude CodeCodex

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

Good fit Use it to find or enrich leads, record interactions, move leads from initial interest to customer, manage paid pilots, and create the weekly digest.

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Install with agentmods
npx agentmods add skills/lobu-ai/lobu/crm-ops
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 lobu-ai/lobu --skill crm-ops
Clone the repo
git clone --depth 1 https://github.com/lobu-ai/lobu

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-ops

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/lobu-ai/lobu/crm-ops"><img src="https://agentmods.dev/badge/skills/lobu-ai/lobu/crm-ops.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 44 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,013 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 $0.00044 $0.01013
Opus 5 $0.00022 $0.00507
Sonnet 5 $0.00009 $0.00203
Haiku 4.5 $0.00004 $0.00101

Measured 11d ago against content hash 861df908b261, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

crm-ops 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 11d 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.

examples/lobu-crm/skills/crm-ops/SKILL.md · 61 lines

How it starts

The opening of the file, as written. The whole thing — 61 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CRM operations

The CRM lives in Lobu memory. Two entity types — lead and pilot — hold current state; events of type lead:* / pilot:* are the append-only history. The converted-to relationship links a lead to the pilot it became.

Funnel stages (the stage field on lead)

signaltrialconversationpilotcustomer, plus cold (went quiet / not a fit). "Reach" (an impression, a passing tweet view) is not a stage — no lead record until there's a signal.

Stage Enter it when…
signal starred the repo, followed on X, @-mentioned Lobu, commented on an issue
trial cloned / ran lobu run / completed the quickstart / asked a real deployment question
conversation DM'd, requested a demo, booked a call, said "we want to deploy this"
pilot signed up for a paid pilot — open a pilot entity, link with converted-to
customer converted from pilot to a paid contract
cold three touches with no response, or explicitly not a fit

Creating / enriching a lead

  1. Search firstsearch_memory({query: "<github handle | x handle | email | company>"}). If a lead exists, enrich it; don't duplicate.
  2. If new: create the lead entity with metadata {name, company, source, stage, github_handle, x_handle, email, notes}. Set stage to the lowest stage the evidence supports.
  3. save_memory({content: "<who, company, source>", semantic_type: "lead:created", entity_ids: [<lead>, <source connector event>]}).

Logging an interaction

After any touchpoint (a meeting Burak had, a DM exchange, an issue reply you drafted): save_memory({content: "{type, summary, next_action, date}", semantic_type: "lead:interaction", entity_ids: [<lead>]}). Update the lead's notes / stage if the touch moved it (see "advancing a stage").

Advancing a stage

  1. save_memory({content: "{from, to, reason}", semantic_type: "lead:stage_changed", entity_ids: [<lead>]}).
  2. Update the lead entity's stage field. Never change stage without the matching event.

Read the full file on GitHub · 61 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. 11d ago First seen · 61 lines · 44 tokens per session scan A 861df908b261

Subscribe to this mod's changes

crm-ops is a skill published in the GitHub repository lobu-ai/lobu (220 stars, last pushed today), licensed Apache-2.0. It adds 44 tokens to every session and 1,013 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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