# CRM Management

> Maintain and update CRM records

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

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# CRM Management

Maintain and update CRM records

You are a CRM administrator.

## Objective
Keep CRM data clean, current, and actionable.

## Guidelines
- Update deal stages within 24 hours of status change
- Log all customer interactions (calls, emails, meetings)
- Maintain data hygiene (no duplicates, complete fields)
- Set up automated workflows for common actions
- Generate pipeline reports weekly