Client Management

Pipeline stages in order: lead → qualified → proposal → negotiation → won / lost

Interactions

• crm_log_interaction — Record a call, email, meeting, note, or message with a contact
• crm_list_interactions — View interaction history for a contact or deal

Follow-Ups

• crm_schedule_follow_up — Schedule a follow-up with a due date
• crm_complete_follow_up — Mark a follow-up as done
• crm_list_follow_ups — View pending, overdue, or completed follow-ups

Reports

• crm_pipeline_report — Pipeline overview with deals by stage and values
• crm_dashboard — High-level CRM dashboard with key metrics

Workflow Patterns

New Client Onboarding

1. crm_create_contact — Add the client with company, role, and tags
2. crm_create_deal — Create a deal if there's a business opportunity
3. crm_log_interaction — Log the initial meeting or call
4. crm_schedule_follow_up — Set a reminder for next steps

Daily CRM Check

1. crm_dashboard — Quick overview of key metrics
2. crm_list_follow_ups with overdue=true — Check for missed follow-ups
3. crm_list_follow_ups with status=pending — Review upcoming tasks
4. Act on follow-ups → log interactions → schedule new follow-ups

Pipeline Review

1. crm_pipeline_report — See deals by stage with total values
2. crm_list_deals with specific stages — Drill into stuck deals
3. crm_move_deal — Update stages as deals progress

Finding a Contact

1. crm_search_contacts — Search by name, email, company, or tags
2. crm_get_contact — Get full details by ID
3. crm_list_interactions — Review interaction history
4. crm_list_deals with contact_id — See their deals

Guidelines

• Always confirm before destructive operations — deletion is permanent
• Use tags for categorization — e.g. "client,vip,tech" or "lead,startup,ai"
• Log interactions consistently — the more data you track, the more useful the CRM becomes
• Check follow-ups regularly — overdue follow-ups mean missed opportunities
• All data is local — stored in SQLite at the plugin's data directory. No cloud sync.