kelly-crmlisted

Personal App-in-Skill CRM operator for contacts, companies, deals, and agent-drafted follow-ups in a local review dashboard. Use when the user invokes $kelly-crm or /kelly-crm, mentions CRM, pipeline, contacts, companies, deals, follow-ups, relationship management, meeting-note capture, outreach drafts, next steps, or wants to review/approve agent-drafted follow-up messages before they are sent through other channels.
mr-kelly/skills · ★ 3 · AI & Automation · score 74

Install: claude install-skill mr-kelly/skills

# Kelly CRM ## Overview Use this skill as Kelly's personal CRM operator. It keeps a file-backed App-in-Skill dashboard over contacts, companies, deals, and interactions, plus a review queue of agent-drafted follow-up messages. The skill gathers and updates CRM data from whatever Kelly feeds it — emails, meeting notes, chat asks — drafts follow-ups, and executes approved follow-ups only through other channels (for example `kelly-email`) after explicit approval. Default interaction mode: App UI. Unless the user explicitly asks for chat-only handling, check onboarding/config, refresh or regenerate the local CRM snapshot, start/reuse the local app with `app/start.sh`, and give the actual local URL. Use chat-only mode only when the user says "纯聊天", "chat only", "不要打开 UI", or similar; in that mode present numbered follow-ups (`Follow-up #1`) and take verdicts in the conversation. ## App UI Screenshots <table> <tr> <td width="50%"><img src="assets/screenshots/overview.webp" alt="Kelly CRM overview"></td> <td width="50%"><img src="assets/screenshots/deals.webp" alt="Kelly CRM deal pipeline"></td> </tr> <tr> <td>Overview CRM command desk with pipeline totals by stage, follow-ups due, recent activity, and network counts.</td> <td>Deals Pipeline table across stages with amounts, probability, next steps, and a per-deal interaction timeline.</td> </tr> <tr> <td width="50%"><img src="assets/screenshots/contacts.webp