crm-builder

SKILL.md

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 verticals: sales teams, consulting firms, agencies, professional services, real estate, recruiting, B2B services, any business that tracks relationships and deals.

The builder reads this skill, reads the DOMAIN.md for the specific business terminology and pipeline stages, and generates a working prototype with the customer's actual entities, fields, and workflow.

When to Use This Skill

Use this skill when the transcript or DOMAIN.md contains these signals: