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Plaintext Crm

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Description

AI-native CRM that runs in your IDE. No SaaS, no dashboards — just CSV files and Claude Code.

Installation

This entry records only its repository, not the path inside it, so there is no exact command to give. Open the source below and copy the folder into ~/.claude/skills/, or the file into ~/.claude/agents/.

README

Plaintext CRM

[![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](LICENSE) [![GitHub stars](https://img.shields.io/github/stars/anthroos/plaintext-crm)](https://github.com/anthroos/plaintext-crm/stargazers) [![Works with Claude Code](https://img.shields.io/badge/Works%20with-Claude%20Code-blueviolet)](https://docs.anthropic.com/en/docs/claude-code/overview) [![Works with Cursor](https://img.shields.io/badge/Works%20with-Cursor-orange)](https://cursor.sh)

**AI-native CRM that runs in your IDE.** No SaaS, no dashboards -- just talk to your sales data.

You: "Add company Stripe, fintech, SF. CEO is Patrick Collison."
AI:  Done. Created comp-stripe + p-stripe-001 (Patrick Collison, CEO).

You: "Create a lead for our consulting service, $10k estimated"
AI:  Created lead-stripe-001, stage: new, $10,000 USD.

You: "Log call with Patrick -- discussed pilot, sending proposal Friday"
AI:  Logged activity. Set next_action: "Send proposal", next_action_date: 2026-03-07.

Why Plaintext CRM?

Traditional CRM Plaintext CRM
Click through 10 screens to log a call Say "log call with John, he's interested"
Export to CSV to analyze Ask "which leads are closing this month?"
Pay $50-500/month Free, open source
Data locked in vendor Git-controlled CSV files you own
Learn complex UI Just talk to AI
Needs internet Works offline

Quick Start

# 1. Clone
git clone https://github.com/anthroos/plaintext-crm.git
cd plaintext-crm

# 2. Install
pip3 install pandas pyyaml

# 3. Open in your AI IDE
claude                    # Claude Code
# or: cursor .           # Cursor IDE

# 4. Start using -- just talk
"Add company Acme Inc, Series A startup in SF"
"Show my hot leads"
"What needs follow-up today?"

That's it. The AI reads `CLAUDE.md` and understands the full CRM schema, validation rules, and available operations.

What You Get

  • Companies & Contacts -- universal c