crm-workflow

crm-workflow is a skill for Claude Code from studiomeyer-io/studiomeyer-marketplace. It costs 47 tokens per session (942 once invoked), scanned A, original, MIT.

A guide for using the StudioMeyer CRM, a system for tracking potential customers, people, companies, sales opportunities, and revenue. It explains the path from an unverified lead to a closed deal and pipeline revenue.

In plain words
What is it for?
Use it to qualify leads, find people or companies, log interactions, manage deals, review timelines, and handle CRM imports and exports safely.
Why use it?
It helps choose the right CRM action at each stage and avoids skipping steps or recording information in the wrong place.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: mentions subagents.

Part of the studiomeyer-crm plugin — 1 skill, 6 commands, 1 agent shipped together

Good fit Use it to qualify leads, find people or companies, log interactions, manage deals, review timelines, and handle CRM imports and exports safely.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/studiomeyer-io/studiomeyer-marketplace/crm-workflow
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 studiomeyer-io/studiomeyer-marketplace --skill crm-workflow
Clone the repo
git clone --depth 1 https://github.com/studiomeyer-io/studiomeyer-marketplace

Made for: Claude Code.

Or install studiomeyer-crm, the plugin that ships this one along with the rest of its 1 skill, 6 commands, 1 agent.

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-workflow

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/studiomeyer-io/studiomeyer-marketplace/crm-workflow"><img src="https://agentmods.dev/badge/skills/studiomeyer-io/studiomeyer-marketplace/crm-workflow.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 47 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 942 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 $0.00047 $0.00942
Opus 5 $0.00023 $0.00471
Sonnet 5 $0.00009 $0.00188
Haiku 4.5 $0.00005 $0.00094

Measured 6d ago against content hash 18c73d4a4af5, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

crm-workflow 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 6d 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.

plugins/studiomeyer-crm/skills/crm-workflow/SKILL.md · 90 lines

How it starts

The opening of the file, as written. The whole thing — 90 lines — stays where its author put it; the contents beside it link to each section on GitHub.

StudioMeyer CRM Workflow

The CRM has 33 tools. This skill is the map.

The core flow

Lead (raw, unverified)
  ↓ (qualify, dedup, enrich)
Contact (real person) + Company (organization)
  ↓ (opportunity detected)
Deal (stage = lead, qualified, proposal, negotiation, closed-won, closed-lost)
  ↓ (stage progression over time, auto-probability)
Pipeline (aggregated view)
  ↓ (closed-won deals contribute to)
MRR / ARR (revenue)

Every entity in the CRM fits somewhere on this flow. When a tool call fails or feels wrong, check whether you are trying to skip a step.

Decision tree

Unstructured input (email, message, form submission) arrives

→ Use the lead-qualifier subagent to extract a structured lead, then crm_lead with action: "ingest". The server dedupes automatically.

User asks "who is this person?"

crm_search with the name. If found, crm_get_timeline for the full history.

User mentions a new company

crm_company with action: "create". Check crm_list_companies first if the name is ambiguous.

User says "log that call I had with X"

crm_log_interaction with channel: "call", direction: "outbound", and a summary. This auto-updates lastInteractionAt on the contact.

User wants to see the pipeline

crm_get_pipeline for stages + forecast, crm_dashboard for everything at once.

User asks "what do I need to do today?"

crm_follow_up with action: "list" + crm_dashboard for alerts.

User wants to import from HubSpot or Pipedrive

crm_import with the CSV path. The server has 22 header mappings built in including First + Last Name combination.

User wants to convert a lead to a customer

crm_lead with action: "convert". This creates the Contact, Company, and optionally a Deal in one call.

Morning, 5 minutes:

  1. crm_dashboard: what happened overnight
  2. crm_follow_up with action: "list": what needs attention
  3. crm_health_scores: any accounts dropping below 50?

Read the full file on GitHub · 90 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. 6d ago Changed 18c73d4a4af5
  2. 11d ago First seen · 90 lines · 47 tokens per session scan A 9289f6d2f859

Subscribe to this mod's changes

crm-workflow is a skill published in the GitHub repository studiomeyer-io/studiomeyer-marketplace (2 stars, last pushed 6d ago), licensed MIT. It adds 47 tokens to every session and 942 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 2026-08-31.

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