Agentic OS
CRM Data Manager
BURNISH CRM Data Manager · Customer Success — The Keep The record shines because someone polishes it daily.
Reports to SUNNY · Head of Client Success · Customer Success
Contributed by Darby Rollins
Automates CRM data entry and pipeline management.
crm-sync
Sign in and it arrives filled in with where your Company Brain lives and your name.
SKILL.mdThe instructions Claude follows
Add it to Claude
- Download the skill. Keep it zipped.
- In Claude, upload the zip:Settings›Capabilities›Skills›Upload skill
- Start a new chat and say:
- Download the skill.
- Drag the zip into Claude Code and say
install this skill. Claude unzips it into~/.claude/skills/for you. - Start a new session and say:
Skills need code execution turned on, on the same Capabilities page.
Prefer to do it by hand? Unzip it and move the folder into ~/.claude/skills/.
Already connected to the Agentic OS? Ask Claude to “How is my pipeline” and it runs without installing.
Customize it for your team
- Your details fill in for you. This skill uses
{{FOLDER_PATH}}(where your Company Brain lives) and{{OWNER_NAME}}(your name). Anything your profile doesn't have, Claude asks for once. - Change the steps to fit how you work. Unzip it and edit
SKILL.md. It's plain text. - Upload your edited copy the same way. It now does your job your way, every time.
Read the instructions
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