crm-toolkit
Installation
SKILL.md
CRM Toolkit
Overview
Most CRM failures are architecture mistakes, not missing features: wrong platform
for stage, Lead/Contact confusion, enrichment synced both ways, or fifteen pipeline
stages nobody inspects. This skill is the anchor for CRM work in gtm-skills —
selection, object model, platform blueprints, partners, and hygiene — with
rollout delegated to hubspot-setup, salesforce-setup, and attio-setup.
Tool vs process: tools/crm-toolkit = config reference and blueprints.
automation/crm-integration + platform setup skills = operating model and rollout.