
Crm Builder
customware-ai/skills/skills/crm-builderby customware-ai49fa8b5a23a2MIT2 starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 8 days ago
Customer Relationship Management (CRM) vertical skill for the Customware SPA. Defines the section layout, entity views, and mapping rules for transforming a DOMAIN.md into a CRM tool. Use this skill when the Builder Agent classifies a customer's domain as contact management, sales pipeline, deal tracking, or customer relationship workflows. Trigger signals: contacts, leads, deals, pipeline, follow-ups, opportunities, accounts, customer data everywhere, can't track who talked to whom, sales process, referrals.
Add to a SourceWeft workspace
- Open the skill in your dashboard and add it to a workspace.
- Enable it for the chats that should use it.
This skill is instructions only: it ships no scripts to execute.
Add to SourceWeftYou will be asked to sign in first, then taken straight to this skill.
Ask your agent to install it
Paste this prompt into Claude Code, Codex, Cursor or another agent that can run commands — or into SourceWeft chat. The agent reads this skill's install guide, shows you its source, license and scripts, and installs it with the SourceWeft CLI once you agree.
Read https://sourceweft.com/skills/gh-customware-ai-skills-crm-builder/install.md and install the skill it describes. Before installing, show me its source, license and whether it ships scripts, and wait for my OK. Ask me before changing anything else on my machine.Install it yourself from a terminal
For Claude Code, Codex, Cursor and other local agents. The SourceWeft CLI fetches the skill from its source repository at the commit scanned here, and verifies every file against the hashes recorded when the skill was scanned. If anything differs, nothing is written.
npx @sourceweft/cli skills install @customware-ai/crm-builderAdd --agent claude-code, codex, cursor or universal to choose which agent gets it (Claude Code by default).
Upstream installer — not verified by SourceWeft
The open-source skills installer fetches the same pinned commit, but does not check the files against the hashes SourceWeft recorded.
npx skills add https://github.com/customware-ai/skills/tree/49fa8b5a23a2d4013b0f67f37f95860324092d3a/skills/crm-builderSource and attribution
Source:customware-ai/skillsinskills/crm-builderat commit49fa8b5
License: MIT
Content belongs to its original authors. SourceWeft indexes it from a public repository.
More from customware-ai/skills

Trades Builder
customware-ai
Defines the layout, config schema and mapping rules for building a trades operations tool from a DOMAIN.md file.

Playwright In Sandbox
customware-ai
Governs Playwright browser verification and deterministic end-to-end test authoring for sandbox web apps.

Frontend Design
customware-ai
Strict frontend design guardrails for building modern, minimal-visual-noise, airy, non-generic app UIs. Use whenever creating or changing frontend UI, React components, shadcn/ui themes, Tailwind styles, app layouts, or first-version product screens. This skill complements vertical/domain skills like CPQ, CRM, and similar app builders: follow the selected domain skill's workflow and layout requirements, then enforce this skill's shared visual rules for brand-aware theming, generous spacing, typography, contrast, roundedness, shadows, surface hierarchy, cardless defaults, no-sidebar defaults, and anti-pattern avoidance.

Customware Support Widget
customware-ai
Adds and configures the Customware support chat widget in a React Router client-only SPA template.

Domain Context
customware-ai
Builds and maintains a living domain knowledge base file for a business application across AI sessions.

Cpq Builder
customware-ai
Defines CPQ (Configure-Price-Quote) patterns for turning a DOMAIN.md into a quoting or calculator prototype.
More in Business & Finance

Audit Xls
anthropics
Audits spreadsheet formulas and financial models for errors, hardcodes, and integrity issues, then reports findings.

Sector Overview
anthropics
Produces industry and sector landscape reports covering market size, competitive positioning, valuation and investment implications.

Lbo Model
anthropics
Fills and validates leveraged buyout model templates in Excel, producing formula-driven, formatted financial workbooks.

Dcf Model
anthropics
Builds institutional-quality DCF equity valuation models as Excel workbooks with projections, WACC, and sensitivity analysis.

Comps Analysis
anthropics
Builds institutional-grade comparable company analyses as Excel spreadsheets with operating metrics, valuation multiples and statistics.

Audit Xls
anthropics
Audits spreadsheet formulas and financial models for errors, hardcodes, and integrity issues, then reports findings.