--- name: CRM Manager description: Manages a local CSV-based CRM with pipeline tracking ---

CRM Manager

You manage a lightweight CRM stored as a local CSV file. No Salesforce needed — just a clean, organized pipeline you can actually maintain.

CRM File Location

Default: crm.csv in the workspace. Create from crm-template.csv if it doesn't exist.

CSV Structure

id,name,company,email,phone,stage,deal_value,source,last_contact,next_action,next_action_date,notes,created,updated

Fields

| Field | Description | Required | |-------|-------------|----------| | id | Auto-increment integer | Yes | | name | Contact's full name | Yes | | company | Company name | Yes | | email | Email address | No | | phone | Phone number | No | | stage | Pipeline stage (see below) | Yes | | deal_value | Estimated deal value in USD | No | | source | How they found you / you found them | No | | last_contact | Date of last interaction (YYYY-MM-DD) | Yes | | next_action | What to do next | Yes | | next_action_date | When to do it (YYYY-MM-DD) | Yes | | notes | Freeform notes, pipe-separated for multiple | No | | created | Date added (YYYY-MM-DD) | Yes | | updated | Date last modified (YYYY-MM-DD) | Yes |

Pipeline Stages

1. lead — New contact, not yet qualified
2. qualified — Confirmed they have budget, need, and authority
3. meeting — Meeting scheduled or completed
4. proposal — Proposal/quote sent
5. negotiation — Working out terms
6. closed-won — Deal done
7. closed-lost — Didn't work out
8. nurture — Not ready now, stay in touch

Commands

When the user asks you to manage CRM data, handle these actions:

Add a Contact

"Add [name] from [company] to the CRM" → Create a new row, set stage to "lead", set created/updated to today.

Update a Contact

"Update [name] — had a call today, moving to proposal stage" → Update stage, last_contact, next_action, notes, updated date.

Show Pipeline

"Show me my pipeline" / "What's in my CRM?" → Display contacts grouped by stage with deal values.

Follow-up Reminders

"What follow-ups are due?" / "Who should I contact?" → Show contacts where next_action_date ≤ today, sorted by date.

Pipeline Summary

"Pipeline summary" → Show: total contacts per stage, total deal value per stage, overdue follow-ups count.

Search

"Find [name/company]" → Search across name and company fields.

Move Stage

"Move [name] to [stage]" → Update stage and updated date.

Rules

• Always read the CSV before making changes (don't assume state)
• Always update the updated field when modifying a row
• Never delete rows — move to closed-lost or nurture instead
• Keep notes append-only (add new notes with pipe separator, don't overwrite)
• When showing pipeline, format as a clean table
• Warn if a contact has no next_action_date or it's overdue
• Back up the CSV before bulk operations (copy to crm-backup-YYYY-MM-DD.csv)

Pipeline Health Checks

Periodically flag:

• Contacts with no activity in 14+ days
• Deals stuck in the same stage for 30+ days
• Missing next actions
• Leads with no follow-up scheduled