crm-builder
The crm-builder skill provides instructions for an AI agent to generate a CRM prototype within a Customware SPA. It defines the layout, entity navigation, and data mapping rules for managing contacts, companies, deals, and activities based on a provided DOMAIN.md file.
Is crm-builder safe to install?
Safe to install: our audit of crm-builder's source files found 0 shell commands, 0 external URLs, file reads and writes (low risk). Every command and URL listed appears verbatim in the skill's source. The skill requires reading local files like DOMAIN.md to generate code. It does not execute shell commands or perform network requests.
How we audit skills: our security review methodology.
Who is this skill for?
Developers and AI agents building CRM tools for sales teams, consulting firms, agencies, and professional services.
What can you do with it?
- Generating a CRM prototype from business domain documentation
- Creating a pipeline board with custom stages
- Building contact and company management views
- Implementing activity tracking and relationship mapping
- Configuring role-based assignment filtering
How good is this skill?
Quality score: 5/10. The skill documentation is highly structured, provides clear mapping rules, and explicitly defines the scope of the generated UI components.
What does the skill file contain?
# CRM Builder Skill ## What This Skill Does This skill defines how to build a **CRM tool** — a system for managing contacts, companies, deals, and the relationships between them. CRM is structurally different from CPQ and trades-builder: - **CPQ / Trades** = one record moves through sequential stages (stepper navigation) - **CRM** = multiple entity types with relationships between them (entity navigation) The left sidebar uses a **navigator pattern** (Contacts, Companies, Deals, Pipeline, Activities) — NOT a stepper. Users switch between entity views, not sequential stages. **Common verti...
Frequently asked questions
Does this skill support sequential stage navigation?
No. This skill uses an entity navigation pattern for parallel views, not a stepper pattern.
How are pipeline stages determined?
The builder reads stages from the DOMAIN.md file. If no stages are defined, it defaults to Lead, Qualified, Proposal, Negotiation, Closed Won, and Closed Lost.
Where does the company branding appear?
The skill places the client's logo and company name in the header's brand slot, not in the sidebar.
What happens if a user wants to restructure MainLayout.tsx?
The skill instructs the agent to stop, as the correct approach is to fill the SidebarContent component instead.
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