# Crm Design

> CRM interface design including contact management, deal pipelines, and relationship tracking.

- Skill: `dragoon0x/crm-design` (Agent Skill)
- Install (CLI): `npx skillmds@latest add dragoon0x/crm-design`
- Raw SKILL.md: https://api.skillmd.com/api/skills/dragoon0x/crm-design/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: dragoon0x (https://skillmd.com/u/dragoon0x)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/dragoon0x/crm-design

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# Crm Design

## Contact Management
- Contact card: name, company, email, phone, last interaction.
- Activity timeline: calls, emails, meetings, notes.
- Tags/segments for grouping.
- Merge duplicates with conflict resolution.

## Pipeline (Kanban)
- Columns = stages (Lead → Qualified → Proposal → Negotiation → Won/Lost).
- Card = deal (company, value, probability, close date).
- Drag between stages.
- Weighted pipeline value per stage.
- Color coding by deal health (at risk, on track).

## Data Entry
- Inline editing in tables and cards.
- Auto-enrichment from email/social.
- Activity auto-logging (email opens, call duration).
- Minimal required fields (don't block workflow with mandatory data).

## Reporting
- Won/lost analysis.
- Sales velocity (time per stage).
- Rep performance comparison.
- Forecast vs actual.