crm-workflows
36 CRM-neutral, evidence-first sales workflows built on the Agent Skills standard.
Open source Open in the app JSON README (API)
About
36 CRM-neutral, evidence-first sales workflows built on the Agent Skills standard.
Details
- Kind
- Plugins
- Topic
- Productivity
- Publisher
- sepivip
- Origin
- gemini
- Category
- ferramentas
- Version
- 0.1.0
- Last push
- 2026-08-27T10:26:21Z
- Repository state
- ativo
- Language
- Python
- License
- MIT
- Added
- 2026-08-30 14:13:39
- Updated
- 2026-08-30 14:13:39
- Origin id
sepivip/crm-workflows
README
<p align="center">
<img src="./assets/logo.svg" alt="CRM Workflows — 36 evidence-first skills for safer revenue work" width="900">
</p>
<p align="center">
<a href="https://github.com/sepivip/crm-workflows/actions/workflows/validate.yml"><img alt="Validation" src="https://github.com/sepivip/crm-workflows/actions/workflows/validate.yml/badge.svg"></a>
<a href="https://github.com/sepivip/crm-workflows/releases/tag/v0.1.0"><img alt="Release" src="https://img.shields.io/github/v/release/sepivip/crm-workflows?color=6C5CE7"></a>
<a href="https://agentskills.io"><img alt="Agent Skills" src="https://img.shields.io/badge/standard-Agent%20Skills-17152F"></a>
<a href="./LICENSE"><img alt="MIT License" src="https://img.shields.io/badge/license-MIT-54BFA9"></a>
<img alt="36 skills" src="https://img.shields.io/badge/skills-36-6C5CE7">
</p>
<p align="center"><strong>Portable CRM judgment for revenue agents—without hard-coding a CRM vendor or silently taking action.</strong></p>
CRM Workflows is a public collection of 36 sales and revenue-operations skills built on the open [Agent Skills specification](https://agentskills.io). The same core instructions can be packaged for Codex and ChatGPT, Claude Code, Gemini CLI, GitHub Copilot, or another compatible agent.
The workflows are intentionally evidence-first. They distinguish facts from inference, preserve ambiguity, cite consequential claims, minimize sensitive-data access, and require review before writes, sends, scheduling, assignments, or other external side effects.
The shared [CRM-neutral semantic model](./references/crm-neutral-model.md) explains how provider-specific records map into those workflows.
## What you get
| Area | Skills | Examples |
| --- | ---: | --- |
| Plan and pipeline intelligence | 8 | Daily briefing, pipeline review, forecast narrative, slip scenarios |
| Deal strategy and execution | 6 | Deal review, stakeholder map, close plan, opportunity updates |
| Account growth and prospecting | 10 | Account plan, lead triage, renewal radar, expansion whitespace |
| Meeting and communication productivity | 6 | Call prep, transcript summary, inbox sweep, follow-up |
| Governance, activity, and data hygiene | 6 | Win/loss review, activity history, internal answers, hygiene audit |
Browse the complete [36-skill catalog](./docs/CATALOG.md).
## Install
### OpenAI Codex and ChatGPT
```bash
codex plugin marketplace add sepivip/crm-workflows
codex plugin add crm-workflows@crm-workflows
```
Restart the host if it asks you to refresh installed plugins.
### Claude Code
```bash
claude plugin marketplace add sepivip/crm-workflows
claude plugin install crm-workflows@crm-workflows
```
For local development, clone the repository and run `claude --plugin-dir ./crm-workflows`.
### Gemini CLI
```bash
gemini extensions install https://github.com/sepivip/crm-workflows
```
### GitHub Copilot or another Agent Skills host
Clone the repository, then copy all 36 skills—or only the ones you want—into a discovery directory supported by your agent:
```bash
python scripts/install_skills.py --target .agents/skills
python scripts/install_skills.py --target .agents/skills --skill call-prep --skill deal-review
```
The installer refuses to overwrite an existing skill directory. See the [compatibility guide](./docs/COMPATIBILITY.md) for personal-scope locations and invocation details.
## Use
Ask naturally when your host supports automatic skill selection:
```text
Brief me for tomorrow's Acme security review.
What materially changed across my open deals this week?
Turn these call notes into a reviewed follow-up package.
Audit this opportunity export for hygiene issues—but do not change anything.
```
Or invoke a workflow explicitly when you want deterministic selection:
```text
Use $call-prep for tomorrow's Acme security review.
Use $deal-review on the Globex renewal.
Use $crm-hygiene-check on this export and remain read-only.
```
Claude Code exposes installed plugin skills as `/crm-workflows:call-prep`, `/crm-workflows:deal-review`, and so on. Invocation syntax varies by host; the skill logic does not.
## The operating contract
Every workflow follows the same safety model:
```text
Scope → Resolve identity → Read minimum data → Normalize semantics
→ Separate evidence / inference / conflict / unknown
→ Draft a reviewable result → Confirm → Act once → Report exactly
```
- CRM-neutral semantics: organization, person, lead, opportunity, activity, task, owner, stage, value, close date, and forecast category.
- Evidence over confidence theater: unsupported probabilities and invented facts are prohibited.
- Least-privilege retrieval: private or sensitive data is excluded unless necessary and authorized; sensitive personal data is never used for prospecting.
- Review-gated mutations: proposals show the target, field-level diff, evidence, and side effects before execution.
- Honest failure handling: no silent retries, no fabricated success, and no more than one bounded retry for a failed write.
The repo does **not** bundle a CRM connector or credentials. An agent can analyze supplied exports immediately; live retrieval and mutations require tools that the host exposes and the user authorizes.
## Quality and evaluations
The repository ships 119 generated evaluation cases and a fictional CRM fixture:
- 36 behavioral cases—one per skill
- 36 implicit-routing cases
- 36 incomplete-input cases
- 8 high-risk safety cases
- 3 unrelated non-trigger cases
Run the full structural suite:
```bash
python -m pip install -r requirements-dev.txt
python scripts/generate_skills.py --check
python scripts/validate_crm_plugin.py
python scripts/run_evals.py
```
Export self-contained JSONL cases for your preferred agent harness:
```bash
python scripts/run_evals.py --group behavioral --skill deal-review --emit-jsonl
```
The validator checks the official Agent Skills schema, all provider manifests, generated-file drift, UI metadata, privacy boundaries, fixture references, and complete evaluation coverage. Behavioral model outputs still require an external agent harness or human grading; the repository does not claim model-independent semantic pass rates.
## Build from the source catalog
`scripts/generate_skills.py` is the reviewed source of truth for skill content and generated tests:
```bash
python scripts/generate_skills.py
```
This regenerates every `SKILL.md`, every OpenAI UI manifest, the evaluation catalog, and the human-readable skill catalog. Read [CONTRIBUTING.md](./CONTRIBUTING.md) before proposing a workflow change.
## Project map
```text
skills/ 36 portable Agent Skills
<skill>/SKILL.md provider-neutral workflow
<skill>/agents/openai.yaml optional Codex/ChatGPT UI metadata
evals/ routing, behavior, safety, and non-trigger cases
references/ shared CRM-neutral semantic model
scripts/ generator, validator, evaluator, installer
.codex-plugin/ OpenAI plugin manifest
.claude-plugin/ Claude plugin and marketplace manifests
gemini-extension.json Gemini CLI extension manifest
```
## Contributing and security
Issues and pull requests are welcome. Start with [CONTRIBUTING.md](./CONTRIBUTING.md); report vulnerabilities privately according to [SECURITY.md](./SECURITY.md).
Released under the [MIT License](./LICENSE).