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Client CRM Builder

Creates a complete CRM system in Notion with pipeline stages, contact records, deal tracking, and follow-up reminders.

Business Operations
↓ client-crm-builder.md18 KB

Claude Skills work inside Claude Code and Cowork only. Visit docs.claude.com for installation and setup instructions.



This skill creates a complete client relationship management system in Notion with pipeline stages, contact records, deal values, and follow-up tracking.



How to use: Run /client-crm and describe your sales process and the stages clients move through. Claude builds a full CRM database in Notion with contacts, pipeline views, deal values, and automated follow-up reminders.