Crm Cli

Optional. Create crm.toml in your project root or ~/.crm/config.toml:

[database]
path = "~/.crm/crm.db"

[pipeline]
stages = ["lead", "qualified", "proposal", "negotiation", "closed-won", "closed-lost"]
won_stage = "closed-won"
lost_stage = "closed-lost"

[defaults]
format = "table"

[phone]
default_country = "US"
display = "international"

[mount]
default_path = "~/crm"

Config is auto-discovered by walking up from the current directory. Override with --config <path> or CRM_CONFIG env var.

Global Flags

Every command accepts:

• --db <path> — SQLite database path (default: ~/.crm/crm.db, env: CRM_DB)
• --format <fmt> — Output format: table, json, csv, tsv, ids
• --config <path> — TOML config file path
• --no-color — Disable colored output

Contacts

Create a contact

crm contact add --name "Jane Doe" \
  --email [email protected] \
  --phone "+1-212-555-1234" \
  --linkedin linkedin.com/in/janedoe \
  --company "Acme Corp" \
  --tag hot-lead \
  --set title=CTO

All flags are optional except --name. Phones are normalized to E.164, LinkedIn URLs are extracted to handles, companies are auto-created if they don't exist. --email, --phone, --company, --tag, and --set are all repeatable.

Social handle flags: --linkedin, --x, --bluesky, --telegram. All accept raw handles or full URLs.

List contacts

crm contact list
crm contact list --tag hot-lead --company "Acme Corp"
crm contact list --filter "title~=CTO AND company=Acme" --sort name --limit 20
crm contact list --format json | jq '.[].name'

Filter operators: =, !=, ~= (contains), >, <. Combine with AND / OR.

Show a contact

Look up by ID, email, phone, or social handle:

crm contact show ct_01J8ZVXB3K...
crm contact show [email protected]
crm contact show "+12125551234"
crm contact show janedoe          # LinkedIn handle

Edit a contact

crm contact edit [email protected] --name "Jane Smith"
crm contact edit "+12125551234" --add-email [email protected] --rm-tag old-tag
crm contact edit janedoe --add-company "New Corp" --set title=CEO --unset source

Add/remove flags: --add-email, --rm-email, --add-phone, --rm-phone, --add-company, --rm-company, --add-tag, --rm-tag. Social handles set directly: --linkedin, --x, --bluesky, --telegram.

Delete a contact

crm contact rm [email protected]
crm contact rm "+12125551234" --force    # skip confirmation
crm contact rm janedoe                   # by social handle

Merge contacts

Merge two contacts into one. First contact survives, second is absorbed and deleted. Accepts any reference type:

crm contact merge ct_01A... ct_01B...
crm contact merge [email protected] [email protected]
crm contact merge "+12125551234" "+14155559876"
crm contact merge janedoe jane-doe-linkedin

Combines emails, phones, companies, tags, custom fields, and relinks all deals and activity.

Companies

Create a company

crm company add --name "Acme Corp" \
  --website acme.com \
  --phone "+1-800-555-0000" \
  --tag enterprise \
  --set industry=SaaS

--website, --phone, --tag, --set are repeatable.

List / show / edit / delete

crm company list --tag enterprise
crm company show acme.com                        # by website
crm company show "+18005550000"                  # by phone
crm company edit acme.com --name "Acme Inc" --add-website acme.io
crm company rm acme.com --force

Merge companies

crm company merge co_01A... co_01B...
crm company merge acme.com acme.io
crm company merge "+18005550000" "+18005550001"

Relinks all contacts and deals from second to first.

Deals

Create a deal

crm deal add --title "Acme Enterprise" \
  --value 50000 \
  --stage qualified \
  --contact [email protected] \
  --company acme.com \
  --expected-close 2026-06-15 \
  --probability 60 \
  --tag enterprise

Contacts and companies are auto-created if they don't exist. --contact and --tag are repeatable.

List deals

crm deal list --stage qualified --min-value 10000
crm deal list --contact [email protected] --sort value --reverse
crm deal list --format ids | wc -l    # count deals

Move a deal through the pipeline

crm deal move dl_01... --stage proposal --note "Sent pricing deck"
crm deal move dl_01... --stage closed-won --note "Signed 2-year contract"

Stage transitions are recorded as activity with timestamps. Use deal move, not deal edit --stage.

Edit / delete

crm deal edit dl_01... --value 75000 --add-contact [email protected] --probability 80
crm deal rm dl_01... --force

Pipeline overview

crm pipeline

Shows count, total value, and weighted value per stage.

Activity Logging

Log an activity

crm log note "Had coffee with Jane, discussed Q3 expansion" --contact [email protected]
crm log call "Demoed product, she wants a proposal" --contact [email protected] --deal dl_01...
crm log meeting "Quarterly review" --company acme.com --at 2026-04-01
crm log email "Sent follow-up pricing" --contact [email protected] --set channel=outbound

Types: note, call, meeting, email. Contacts and companies are auto-created. --contact is repeatable. --at overrides the timestamp.

List activities

crm activity list --contact [email protected] --since 2026-01-01
crm activity list --type call --limit 10
crm activity list --deal dl_01... --format json

Tags

crm tag [email protected] hot-lead enterprise      # add tags
crm untag [email protected] old-tag                 # remove tags
crm tag list                                     # all tags with counts
crm tag list --type contact                      # contact tags only

Tags work on contacts, companies, and deals.

Search

Exact keyword search (FTS5)

crm search "acme CTO"
crm search "jane" --type contact

Fuzzy / semantic search

crm find "fintech startup London"
crm find "that CTO I met at the conference" --limit 5 --threshold 0.3

Rebuild search index

crm index rebuild
crm index status

Index updates automatically on writes. Manual rebuild only needed after corruption.

Duplicate Detection

crm dupes
crm dupes --type contact --threshold 0.5
crm dupes --type company --limit 20

Uses combined Levenshtein + Dice coefficient similarity. Detects: similar names, shared emails, shared phones, shared websites, shared social handles. Review then merge:

crm dupes --type contact
# → Jane Doe ↔ J. Doe: similar name, shared email
crm contact merge ct_01A... ct_01B...

Reports

crm report pipeline                                  # stage counts & values
crm report activity --period 30d --by type           # activity volume
crm report stale --days 14 --type contact            # no recent activity
crm report conversion --since 2026-01-01             # stage-to-stage rates
crm report velocity --won-only                       # time per stage
crm report forecast --period 2026-Q2                 # weighted forecast
crm report won --period 90d                          # closed-won summary
crm report lost --period 90d                         # closed-lost summary

Import / Export

Import from CSV or JSON

crm import contacts leads.csv
crm import contacts leads.json --update     # update existing by email match
crm import companies companies.csv --dry-run
crm import deals deals.csv --skip-errors
cat data.json | crm import contacts -        # import from stdin

CSV headers: name, email/emails, phone/phones, company/companies, tags, linkedin, x, bluesky, telegram. Unrecognized columns become custom fields.

Export

crm export contacts --format csv > contacts.csv
crm export companies --format json > companies.json
crm export deals --format tsv
crm export all --format json > full-backup.json

Virtual Filesystem (Mount)

Mount the CRM as a live read/write filesystem. Any tool that reads files gets full CRM access — AI agents, grep, jq, vim, scripts.

Mount

crm mount ~/crm
crm mount ~/crm --readonly

On Linux this uses FUSE. On macOS this uses an NFS v3 server (no kernel extensions needed).

Filesystem layout

~/crm/
├── llm.txt                           # Instructions for AI agents
├── contacts/
│   ├── ct_01...jane-doe.json         # Contact JSON files
│   ├── _by-email/                    # Lookup by email
│   ├── _by-phone/                    # Lookup by E.164 phone
│   ├── _by-linkedin/                 # Lookup by LinkedIn handle
│   ├── _by-x/                        # Lookup by X handle
│   ├── _by-company/                  # Grouped by company
│   └── _by-tag/                      # Grouped by tag
├── companies/
│   ├── co_01...acme-corp.json
│   ├── _by-website/
│   ├── _by-phone/
│   └── _by-tag/
├── deals/
│   ├── dl_01...acme-enterprise.json
│   ├── _by-stage/
│   ├── _by-company/
│   └── _by-tag/
├── activities/
│   ├── _by-contact/
│   ├── _by-company/
│   ├── _by-deal/
│   └── _by-type/
├── reports/                          # Pre-computed analytics
│   ├── pipeline.json
│   ├── forecast.json
│   ├── stale.json
│   ├── conversion.json
│   ├── velocity.json
│   ├── won.json
│   └── lost.json
├── pipeline.json                     # Quick pipeline overview
├── tags.json                         # All tags with counts
└── search/                           # Search by reading files
    └── <query>.json                  # cat search/"acme CTO".json

Read via filesystem

ls ~/crm/contacts/
cat ~/crm/contacts/ct_01...jane-doe.json | jq .
cat ~/crm/contacts/_by-email/[email protected]
cat ~/crm/deals/_by-stage/qualified/
cat ~/crm/reports/forecast.json
cat ~/crm/search/"enterprise deals".json

Write via filesystem

# Create a contact
echo '{"name":"Bob Smith","emails":["[email protected]"]}' > ~/crm/contacts/new.json

# Update (read → modify → write back)
cat ~/crm/contacts/ct_01...jane-doe.json | jq '.tags += ["vip"]' > ~/crm/contacts/ct_01...jane-doe.json

# Delete
rm ~/crm/contacts/ct_01...jane-doe.json

Unmount

crm unmount ~/crm

Static export (no mount needed)

crm export-fs ./crm-snapshot

Exports the same directory structure as a static copy — useful in containers or sandboxes where FUSE isn't available.

Bulk Operations

Use --format ids to pipe into other commands:

# Tag all contacts from Acme as enterprise
crm contact list --company "Acme Corp" --format ids | xargs -I{} crm tag {} enterprise

# Move all qualified deals over $50k to proposal
crm deal list --stage qualified --min-value 50000 --format ids | \
  xargs -I{} crm deal move {} --stage proposal

# Delete all stale contacts
crm report stale --days 90 --type contact --format ids | xargs -I{} crm contact rm {} --force

Custom Fields

All entities support arbitrary key-value fields:

crm contact add --name "Jane" --set title=CTO --set source=conference
crm contact edit [email protected] --set "json:score=85" --set "json:verified=true"
crm contact edit [email protected] --unset source
crm contact list --filter "title~=CTO"

Prefix with json: for typed values (numbers, booleans, arrays).

Hooks

Configure shell hooks in crm.toml that fire on mutations:

[hooks]
post-contact-add = "~/.crm/hooks/notify-slack.sh"
post-deal-stage-change = "~/.crm/hooks/deal-moved.sh"
pre-contact-rm = "~/.crm/hooks/confirm-delete.sh"

Entity data is passed as JSON on stdin. Pre-hooks abort on non-zero exit.

Available hooks: {pre,post}-{contact,company,deal}-{add,edit,rm}, {pre,post}-deal-stage-change, {pre,post}-activity-add.

Tips for AI Agents

• Mount first: crm mount ~/crm gives you filesystem access — read JSON files directly instead of running CLI commands
• Read llm.txt: The mount point contains llm.txt with structure docs and tips
• Use _by-* directories for fast lookups: _by-email, _by-phone, _by-linkedin, _by-tag, _by-stage
• Use --format json for all CLI output when processing programmatically
• Use --format ids + xargs for bulk operations
• Read reports/ for pre-computed analytics — don't recompute from raw data
• Search via filesystem: cat ~/crm/search/"your query".json
• Write via filesystem: Create/update entities by writing JSON files
• All JSON files are self-contained — no need to join across files
• Phone numbers accept any format on input; stored as E.164 internally
• Social handles accept full URLs; stored as clean handles