Gracie CRM Skill

A lightweight CLI CRM for tracking Gracie AI Receptionist sales leads.

Location

~/StudioBrain/00_SYSTEM/skills/gracie-crm/

Data Store

crm.json — JSON array of lead objects

Commands

cd ~/StudioBrain/00_SYSTEM/skills/gracie-crm

# List all leads sorted by follow-up date
python3 crm.py list

# Add a new lead
python3 crm.py add --name "Victory Auto" --phone "718-698-9896" --category "auto"

# Log a call result
python3 crm.py call <id> --outcome "no answer" --followup "2026-03-01"

# Add a note to a lead
python3 crm.py note <id> "Owner is Mike, best time is 8am"

# Show leads due today or overdue
python3 crm.py today

# Import leads from MASTER_LEAD_LIST.md
python3 crm.py import

# Show pipeline summary
python3 crm.py pipeline

Status Values

• new — Not yet contacted
• called — Call made
• no_answer — No answer
• interested — Lead showed interest
• demo_sent — Demo/proposal sent
• closed_won — Deal closed ✅
• closed_lost — Deal lost ❌

Lead Schema

{
  "id": 1,
  "name": "Victory Auto Repair",
  "phone": "718-698-9896",
  "category": "auto",
  "status": "new",
  "calls": [{"date": "2026-02-27", "outcome": "no answer", "notes": ""}],
  "notes": [],
  "followup_date": null,
  "added": "2026-02-27"
}

Categories

• auto — Auto repair shops
• hvac — HVAC / plumbing
• dental — Dental practices
• insurance — Insurance agencies
• medical — Medical offices
• legal — Law firms
• other — Everything else

Skill Trigger

Use this skill when Jay asks to:

• Check leads / call list
• Log a call outcome
• See what follow-ups are due
• Add a new prospect
• Review the Gracie sales pipeline