Clean Up CRM Work2.0.0Pack: crm-automatorClaude-ready

Sales Call Deal Sync

This pack helps you take a rambling sales call and turn it into something your CRM can actually use. Instead of re-listening to calls, piecing together notes, and forgetting follow-ups, you get a cleaner summary of what happened, what matters, and what should happen next.

Also works as a Claude skill

This rebuilt pack also has a matching Claude wrapper in this repo, so you can run the same workflow through Claude Code instead of only downloading the pack by hand.

Wrapper path: .claude/skills/sales-call-deal-sync/SKILL.md

What's Included

A ready-to-run call recap workflow — Feed it a transcript and get back CRM-friendly notes plus a readable summary

Automatic deal signal extraction — Pulls out budget, authority, urgency, and timing cues so the important parts do not get lost

Clear next steps — Turns spoken commitments into usable follow-up items your team can actually act on

Better pipeline clarity — Gives you a practical stage recommendation instead of leaving every call in vague limbo

Risk flags you can spot early — Surfaces blockers, hesitation, and rollout concerns before they become hidden deal problems

A realistic example to test first — Includes sample inputs so you can see how it behaves before you trust it with your own calls

A smoke test and simple config — Easy to verify, easy to adapt

Pack Contents

Download full pack

SKILL.md

Skill Specification

File

config.json

Configuration Schema

File

examples/config.example.json

Worked Example

File

examples/transcript.json

Worked Example

File

run.mjs

MJS Asset

File

test.mjs

MJS Asset

File

What You Can Customize

inputPathstringRequired

Path to a JSON file containing transcriptText and optional metadata.

outputDirstring

Directory where normalized CRM payloads will be written.

Default: ./dist

pipelineStagesarray

Allowed pipeline stage labels.

Default: ["Discovery","Qualified","Proposal","Closing"]

defaultCurrencystring

Currency code used for extracted budget amounts.

Default: USD

ownerNamestring

Default CRM owner for tasks when the transcript does not identify one.

Default: AE Owner

Works Well With

Works with sales callsCRM-friendlyAutomation-friendly

Freestarter pack

Download the full pack and use the complete workflow.

The main download ships the whole pack as one bundle, so you are not stuck piecing together a working setup file by file.

Download full pack

Included files6

Version2.0.0

File typesMD + JSON + MJS

Tools used0

Full-pack download

You get the whole pack in one download so the setup, examples, and runnable files stay together.

Claude wrapper included

If you use Claude Code in this repo, this pack also has a matching wrapper skill so the workflow is available as a runnable Claude tool, not just a download.

CRM cleanupsales follow-updeal notes