Sales: Local CRM
A local, offline-first client data repository. Maintains a lightweight CSV index and a folder per client with details.md. Run it twice — no duplicates created.
Five skills for a salesperson who lives between meetings: local CRM, meeting recap, pre-meeting brief, follow-up email, and offer generation. Your data on your disk, offline-first.
A local, offline-first client data repository. Maintains a lightweight CSV index and a folder per client with details.md. Run it twice — no duplicates created.
Writes a follow-up email draft with real meeting context and tone matched to the relationship stage. Anti-AI-slop — substance instead of corporate clichés.
Turns a client meeting transcript into a ready note with decisions, action items, and open threads. Saves to the client folder and updates the CRM.
Generates a sales offer from meeting context. Reads the agreements, asks about missing data — never hallucinates prices or scope. Output is a markdown file ready to send.
Generates a 1-screen brief before a client call: where we're stuck, open commitments, 3 questions from gaps, 1 risk, 1 lever. Facts from files only — no hallucination.