# 020101 Contact Crm

> Builds a contact-product-organization CRM using CSV files with UUID linking, phone validation, and auto-export to PDF and XLSX.

- Skill: `natuleadan/020101-contact-crm` (Agent Skill, multi-file: 13 files)
- Install (CLI): `npx skillmds@latest add natuleadan/020101-contact-crm`
- Raw SKILL.md: https://api.skillmd.com/api/skills/natuleadan/020101-contact-crm/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Data & Analytics
- License: MIT
- Author: natuleadan (https://skillmd.com/u/natuleadan)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/natuleadan/020101-contact-crm

---


# Contact CRM

This skill provides a complete contact-product-organization management system using CSV files with relational linking via UUIDs. Three normalized entities with auto-export to PDF and XLSX.

## Data model

```
Organization ──1:N──→ Contact ──N:N──→ Product
```

- **Organization**: company or entity with address, industry, tax info
- **Contact**: person linked to one organization
- **Product**: catalog item referenced by contacts via `product_ids`

## When to install dependencies

If you only need the CSV schema or pattern, no installation needed. If you need validation, CRUD operations, or export, install dependencies:

```bash
pip install -r requirements.txt
```

Scripts auto-detect missing dependencies and install them on first run.

## How to use this skill

1. **Scaffold**: `python scripts/scaffold.py` — generates empty CSVs with correct headers
2. **Organizations**: `python scripts/organizations.py add|list|search|update`
3. **Contacts**: `python scripts/contacts.py add|list|search|update`
4. **Products**: `python scripts/products.py add|list|search|update`
5. **Validate**: `python scripts/validate.py` — checks phone numbers + cross-CSV references
6. **Export**: `python scripts/export.py` — generates PDF and XLSX

All CRUD operations auto-trigger export after every save.

## Quick reference

```bash
# Scaffold empty CSVs
python scripts/scaffold.py

# Create an organization
python scripts/organizations.py add

# Create a contact (note the org UUID from previous step)
python scripts/contacts.py add

# Create a product (note the product UUID)
python scripts/products.py add

# Link product to contact via update
python scripts/contacts.py update <contact-num>

# Validate everything
python scripts/validate.py

# Export to PDF + XLSX
python scripts/export.py
```

## References

- `references/schema.md` — Full schema for all three CSVs
- `references/linking.md` — UUID-based cross-CSV linking, consistency rules
- `references/validation.md` — Phone validation, fuzzy duplicate detection
- `references/export.md` — PDF and XLSX output specifications