Keeps the CRM current without the owner ever opening it. Creates and updates contacts and deals from email, calendar, and call transcripts; logs activity automatically; drafts follow-ups on deals that have gone quiet; and maintains a next-step queue so nothing sits unowned.
Install
npx skills add anthropics/knowledge-work-plugins --skill crm-autopilotnpx skills add anthropics/knowledge-work-plugins --skill crm-autopilot -a claude-code -gnpx skills add anthropics/knowledge-work-plugins --skill crm-autopilot -a codex -ggemini skills install https://github.com/anthropics/knowledge-work-plugins.git --path small-business/skills/crm-autopilotgh skill install anthropics/knowledge-work-plugins crm-autopilotgit clone --depth 1 https://github.com/anthropics/knowledge-work-plugins /tmp/anthropics__knowledge-work-plugins
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__knowledge-work-plugins/small-business/skills/crm-autopilot ~/.claude/skills/crm-autopilot # Claude Code
cp -R /tmp/anthropics__knowledge-work-plugins/small-business/skills/crm-autopilot ~/.agents/skills/crm-autopilot # Codex, Cursor, Gemini CLI, Copilot, OpenCode