Manage Your Sales Pipeline CRM by Chat: Move Leads, Mark Won and Lost
Drop one SKILL.md into your AI assistant and run your pipeline in plain language.
It turns your AI assistant into a CRM operator that moves leads between pipeline stages, marks deals won or lost, and updates opportunities from a plain chat message.
Any AI assistant that can read a SKILL.md file (Claude, Claude Code, Cursor, or Codex). You connect it to your own CRM account. No separate app to install and no subscription from us.
Works with
This CRM skill lets you run your sales pipeline the way you already talk. Instead of clicking through stage dropdowns and deal cards, you type "move Acme to negotiation" or "mark that deal won" and your AI assistant does it. It is a single SKILL.md file you drop into Claude, Claude Code, Cursor, or Codex: the assistant reads it, learns how your pipeline stages and deal statuses work, and handles lead management, deal tracking, and pipeline updates on request. Built for founders, sales reps, agencies, and small teams who want faster CRM housekeeping without leaving the chat window, it always confirms what changed and asks before anything bulk or destructive.
- Move leads between pipeline stages in seconds, without hunting for the right deal card
- Mark deals won or lost the moment a call ends, so your pipeline stays accurate
- Find the right lead fast by name, phone, or email, even when several match
- Keep a clean deal history with notes and tags added straight from chat
- See your current pipeline as a compact list on demand, no dashboard needed
- Stay in control: the skill confirms every change and asks before any bulk action
- 1Drop the skill into your AI assistant
Save the SKILL.md file where Claude, Claude Code, Cursor, or Codex can read it. The assistant loads it and learns the full CRM flow: how to resolve a lead, move stages, and set won or lost status.
- 2Connect it to your CRM
Point the skill at your own CRM account once. From then on it reads and updates your real pipeline. You keep ownership of your data and your credentials.
- 3Tell it what changed
Type the update in plain language: move a lead to a new stage, create or update an opportunity, mark a deal won or lost, add a tag, or log a note.
- 4It finds the right lead
The skill looks up the lead by name, phone, or email. If more than one matches, it lists the candidates with their current stage and last activity so you pick the right one.
- 5It asks before anything risky
For ambiguous stages (for example enviar proposta versus proposta enviada) or any bulk move, it pauses and confirms first. Nothing large or irreversible happens without your go-ahead.
- 6It makes the change and confirms
The update is applied to your CRM and you get a one-line receipt: which lead, from which stage to which stage, marked won or lost, with a timestamp.
- 7Ask for a pipeline snapshot anytime
Say show the pipeline or who is in negotiation and it returns a compact table of your open deals by stage, ready to review or act on.
- Leads moved to the correct pipeline stage
- Deals marked won or lost with a timestamped confirmation
- Created or updated opportunities in your CRM
- Notes and tags added to the right contact
- A compact pipeline snapshot table on request
- A plain-language change log of every update made
Fast stage moves
Use it purely to move leads and mark won or lost quickly after each call, keeping the pipeline current with zero clicks.
Pipeline review mode
Ask for a snapshot of any stage to see open deals, stalled leads, and last activity, then act on them in the same chat.
Notes and tags upkeep
Log call notes and apply tags to contacts as you go, so context stays attached to each deal without opening the CRM UI.
SKILL.md · README.txt · LICENSE.txt — Single-seat commercial use. Do not resell or redistribute the file. Compatible with Claude, Claude Code, Cursor, Codex.
What is this CRM skill?
It is a SKILL.md file that teaches your AI assistant to operate your sales pipeline CRM: move leads between stages, mark deals won or lost, update opportunities, and add notes and tags, all from a plain chat message.
Does it work with Claude, Cursor, and Codex?
Yes. It runs in any assistant that reads a SKILL.md file, including Claude, Claude Code, Cursor, and Codex. You drop the file in and the assistant follows it.
Do I need to install anything or buy a subscription?
No separate app and no subscription from us. You just need an AI assistant that reads a SKILL.md and your own CRM account to connect it to. There is no API key to buy from us.
How does it move a lead or mark a deal won or lost?
You describe the change in plain language. The skill finds the matching lead by name, phone, or email, applies the stage move or won or lost status in your CRM, and replies with a one-line confirmation of what changed.
What if two leads have the same name?
It lists the matching leads with their current stage and last activity so you choose the right one before it makes any change. It never guesses on ambiguous or bulk actions.
Do I need design or coding skills to use it?
No. If you can type a sentence in a chat, you can run it. There is nothing to build or configure beyond connecting it to your CRM once.
An AI skill is a small, reusable instruction file (a SKILL.md) that teaches an AI assistant to do one job well. CRM is exactly that: a Claude skill / AI agent skill you drop into your own assistant and run on demand, with no app, no subscription and no lock-in. You own the file forever.
It runs in Claude, Claude Code, Cursor, Codex and any assistant that reads a SKILL.md or a system prompt. Because it is just text, it is fully portable, and if it needs something to run, crm asks you for it first instead of inventing.
Creators reach for it as a podcast clips AI and an AI podcast clip generator, to turn a podcast into Shorts and to pull podcast highlights automatically, finding the best podcast moments without scrubbing the whole episode.
- Download the file after checkout you get the SKILL.md plus a short README and your license.
- Add it to your AI drop SKILL.md into your skills folder (for example
.claude/skills/) or paste its contents as a custom instruction. - Run it ask your AI to use CRM, give it what it asks for, and it does the work.
Get this skill plus every other one in a single agent bundle, ready to drop into your AI.
Ready to run CRM?
CRM
It turns your AI assistant into a CRM operator that moves leads between pipeline stages, marks deals won or lost, and updates opportunities from a plain chat message.
SKILL.md (plain text, nothing runs on your machine) plus a README and your license.Checkout opens soon. Get early access and I will send you the link the moment it is live.
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