Claude Skill: Client CRM Builder

Client CRM Builder is a Claude Code skill that creates a complete client relationship management system in Notion with pipeline stages, contact records, deal values, and follow-up tracking — without any paid CRM software.

What you'll get

• 1 installable Claude skill file (.md) for Claude Code
• Built-in prompts, clarifying questions, and frameworks tailored to this workflow
• Output structure designed for real business deliverables instead of generic AI responses
• Notion MCP support for creating pages, trackers, databases, or structured workspaces.

Key benefits

• Full CRM in Notion — no Salesforce, HubSpot, or Pipedrive subscription needed
• Pipeline stages, deal values, and follow-up dates tracked in one database
• Filtered views for active pipeline, overdue follow-ups, and closed/won deals
• Import existing contacts from a spreadsheet or CSV to populate the database immediately

Best for

• Build a sales pipeline and client database in Notion from scratch
• Replace a spreadsheet, sticky notes, or memory-based system for tracking clients
• Set up follow-up reminders so deals stop falling through the cracks

How to use

1. Describe your sales process, typical pipeline stages, and key data fields you track
2. Claude builds the Notion CRM database with the right properties, views, and filters
3. Import your existing contacts and deals using Notion's CSV import
4. Update deal stages and follow-up dates directly in Notion — your team tracks together

Setup & requirements

• Requires Claude Code, Node.js 18+, and an Anthropic API key.
• Place the included .md file inside .claude/skills/.
• Reference the skill in .claude/claude.md so it loads in Claude Code.
• Connect Notion MCP in Claude Code if you want pages or databases created in your workspace.

Notes: Digital download. This is a Claude skill file for Claude Code, not a standalone SaaS app or hosted service.