Manage and track Gracie AI Receptionist sales leads with CLI commands to add, update, log calls, notes, and view sales pipeline summaries.
A lightweight CLI CRM for tracking Gracie AI Receptionist sales leads.
~/StudioBrain/00_SYSTEM/skills/gracie-crm/
crm.json — JSON array of lead objects
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
new — Not yet contactedcalled — Call madeno_answer — No answerinterested — Lead showed interestdemo_sent — Demo/proposal sentclosed_won — Deal closed ✅closed_lost — Deal lost ❌{
"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"
}
auto — Auto repair shopshvac — HVAC / plumbingdental — Dental practicesinsurance — Insurance agenciesmedical — Medical officeslegal — Law firmsother — Everything elseUse this skill when Jay asks to:
ZIP package — ready to use