crm-in-a-box

# CRM-in-a-Box Skill An open, agent-native CRM protocol. One directory = one CRM. No vendor lock-in. ## Files - `contacts.ndjson` — one JSON object per line, each a contact/company record - `pipeline.ndjson` — deal/opportunity tracking with stages - `interactions.ndjson` — append-only log of emails, calls, notes, meetings - `config.yaml` — pipeline stages and labels ## Bootstrap a New CRM Copy the baseline files into a company directory: ```bash mkdir -p ./mycompany/crm cp /path/to/crm-in-a-box/{config.yaml,contacts.ndjson,pipeline.ndjson,interactions.ndjson} ./mycompany/crm/ ``` Or start fresh with empty NDJSON files and the default config. ## Contact Schema ```json { "id": "c001", "name": "Jane Smith", "email": "jane@example.com", "company": "Acme Corp", "phone": "+1-555-0100", "stage": "new", "labels": ["hot-lead"], "notes": "Referred by John.", "created_at": "2026-01-01T00:00:00Z" } ``` ## Pipeline Schema ```json { "id": "p001", "contact_id": "c001", "stage": "proposal_sent", "deal": "Enterprise License", "value": 12000, "updated_at": "2026-01-15T00:00:00Z" } ``` ## Interaction Schema ```json { "id": "i001", "contact_id": "c001", "type": "email", "summary": "Sent intro email about Denver market sale.", "at": "2026-01-15T10:00:00Z" } ``` ## Pipeline Stages (default) `new` → `contacted` → `meeting_scheduled` → `proposal_sent` → `negotiating` → `won` / `lost` ## Default Labels `hot-lead`, `warm-lead`, `cold-lead`, `referral`, `conference`, `inbound`, `outbound` ## Agent Instructions - **Log a contact:** append a JSON line to `contacts.ndjson` - **Update a stage:** append an updated entry to `pipeline.ndjson` (keep old entries — append-only) - **Log an interaction:** append to `interactions.ndjson` - **Search contacts:** `grep -i "name" contacts.ndjson | python3 -m json.tool` - **List pipeline:** `cat pipeline.ndjson | python3 -c "import sys,json; [print(json.dumps(json.loads(l), indent=2)) for l in sys.stdin]"` ## Forks / Verticals Fork `config.yaml` to customize stages and labels for your vertical: - `pm-crm` — Property management (tenants, owners, vendors) - `saas-crm` — SaaS sales - `realestate-crm` — Buyers, sellers, listings - `recruiting-crm` — Candidates, jobs, placements --- *Part of the [biz-in-a-box](https://biz-in-a-box.org) family of open protocols.*