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Personal CRM in Claude

Log interactions, surface follow-ups, find cold contacts, and prep pre-meeting context without opening a real CRM.

Salesp4
by AgentVoltv1.0.0Published 1y ago1 install
Free to sign up · every skill included with AgentVolt Pro

Before & after

Same prompt, same agent — the only difference is the skill.

Prompt“Who should I check in with this week and what should I say to them?”
Beforegeneric AI agent
I can help you think about who you should stay in touch with. You probably have various professional relationships that would benefit from a check-in. It might be useful to keep track of when you last talked to people and identify anyone you haven't reached out to in a while. I could help you organize your contact list. Do you have a system for tracking when you last contacted people? What kinds of relationships do you want to prioritize? Would it help to have a structured way to track this going forward?
Afterwith Personal CRM in Claude
WEEKLY CHECK-IN OPPORTUNITIES

OVERDUE CONTACTS (Last touch > 60 days)

1. Alex Chen
   Last contact: 47 days ago (casual lunch)
   Reference: Mentioned launching product v2
   Suggested message: "Wanted to catch up on the v2 launch you mentioned in May — how's it going?"
   Time to message: 3 min

2. Jordan Smith
   Last contact: 62 days ago (call about hiring)
   Reference: Hiring for sales role
   Suggested message: "Following up on that sales role you were filling — did you make a hire?"
   Time to message: 2 min

CHECK-IN SCHEDULE THIS WEEK

Monday: Alex Chen (3 min)
Wednesday: Jordan Smith (2 min)
Friday: Mike Johnson (5 min deep catch-up)

VIP RELATIONSHIP HEALTH

Investor: Last touch 12 days ago (healthy)
Mentor: Last touch 8 days ago (healthy)
Key customer: Last touch 3 days ago (healthy)

COLD CONTACTS (Haven't reached out in 6+ months)

5 people identified. Schedule 1-2 per week:
• Jamie Lee (shared 2 events, no direct conversation)
• Pat Williams (met at conference, exchanged contact info)

AUTO-LOG FROM EMAIL

Detected conversations from 14 emails since last week
Added to contact timeline

About this skill

name: claude-personal-crm description: Log interactions, surface follow-ups, find cold contacts, and prep pre-meeting context without opening a real CRM. Use when working on personal crm in claude.

Personal CRM in Claude

A conversational CRM that lives in Cowork. Supports log-interaction, check-follow-ups, find-check-in-opportunities, pre-meeting-contacts, and add-contact. Shares state with your email, calendar, and docs so every touch is coherent across tools. Use when you outgrew a spreadsheet but hate real CRMs.

What you get

  • Contact log
  • Owed follow-ups
  • Cold-contact list
  • Check-in prompts
  • Pre-meeting briefs
  • Weekly relationship health report

Customize your output

  • Storage backend: Notion, Google Sheets, local
  • Tag taxonomy: default, custom
  • Check-in cadence: 30, 60, 90 days
  • VIP list: contacts
  • Auto-log from email: yes, no
  • Include social signals: yes, no

Example output

'Alex has not been contacted in 47 days. Suggested outreach with reference to their Series A.'

Best for

Solopreneurs and small teams that outgrew a spreadsheet but hate real CRMs.

Note: Pairs with Gmail triage and pre-meeting context. High confidence.

SKILL.md preview

SKILL.md
---
name: claude-personal-crm
description: Use when someone wants lightweight, conversational CRM functions such as logging interactions, surfacing overdue follow-ups, or prepping pre-meeting context without a dedicated CRM tool.
version: 1.0.0
category: Sales
author: AgentVolt
license: proprietary
tags:
  - sales
  - p4
---

# Personal CRM in Claude

Supports log-interaction, check-follow-ups, find-check-in-opportunities, pre-meeting-contacts, and add-contact, sharing state with email, calendar, and docs so every touch is coherent across tools.

## When to use

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