crm-management
Manage a CRM (Contact Relationship Management) system for your X followers and contacts. Tag, segment, search, and sync follower data. Use when users want to manage relationships with their X audience at scale.
Best use case
crm-management is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Manage a CRM (Contact Relationship Management) system for your X followers and contacts. Tag, segment, search, and sync follower data. Use when users want to manage relationships with their X audience at scale.
Teams using crm-management should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/crm-management/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How crm-management Compares
| Feature / Agent | crm-management | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Manage a CRM (Contact Relationship Management) system for your X followers and contacts. Tag, segment, search, and sync follower data. Use when users want to manage relationships with their X audience at scale.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# CRM Management
API-powered CRM system for managing relationships with your X followers and contacts.
## Entry Points
| Goal | Route | Method |
|------|-------|--------|
| List CRM contacts | `GET /api/crm/contacts` | REST API |
| Sync followers to CRM | `POST /api/crm/sync` | REST API |
| Tag a contact | `POST /api/crm/contacts/:id/tag` | REST API |
| Search contacts | `GET /api/crm/contacts?q=query` | REST API |
| Segment contacts | `GET /api/crm/segments` | REST API |
| Export contacts | `GET /api/crm/export` | REST API |
## API Usage
### Sync followers to CRM
```bash
POST /api/crm/sync
Authorization: Bearer <token>
```
Pulls your current followers from X and upserts them into the CRM database.
### Tag a contact
```bash
POST /api/crm/contacts/:id/tag
Authorization: Bearer <token>
Content-Type: application/json
{ "tag": "vip" }
```
### Search contacts
```bash
GET /api/crm/contacts?q=nichxbt&tag=vip&minFollowers=1000
Authorization: Bearer <token>
```
### Segment contacts
```bash
GET /api/crm/segments?criteria=engagement&threshold=high
Authorization: Bearer <token>
```
## Use Cases
| Goal | Approach |
|------|----------|
| Find your most engaged followers | `GET /api/crm/segments?criteria=engagement` |
| Tag VIP followers for special treatment | `POST /api/crm/contacts/:id/tag` with `{ "tag": "vip" }` |
| Export follower list to CSV/JSON | `GET /api/crm/export?format=csv` |
| Find followers above a follower threshold | `GET /api/crm/contacts?minFollowers=5000` |
## Notes
- CRM data is stored in PostgreSQL via Prisma (`User`, `FollowerSnapshot` models)
- Sync is incremental — only changed followers are updated
- Tags and segments are stored per-user in the database
- Requires authenticated API session (JWT or session cookie)
## Related Skills
- **follower-monitoring** — Track follower changes over time
- **lead-generation** — Qualify followers as B2B leads
- **analytics-insights** — Analyze engagement patterns
- **growth-automation** — Grow followers to add to CRMRelated Skills
x-pro-management
Navigate to X Pro (TweetDeck), set up monitoring columns, and manage multi-column view. Use when users want to use X Pro / TweetDeck features or set up a multi-column dashboard.
topic-management
Browse, follow, and unfollow X Topics. Manage your followed topics list and discover new ones by keyword. Use when users want to follow or unfollow topics on X, or manage their topic feed.
teams-management
Create and manage teams in XActions — invite members, assign roles, and collaborate on automation tasks. Use when users want to set up multi-user access or team-based account management.
profile-management
Updates X/Twitter profile information including bio, avatar, header image, display name, location, website, and QR code sharing. Use when updating profile fields, optimizing profile for growth, or sharing profile via QR code.
notifications-management
Manages X/Twitter notifications including filtering by type, bulk management, notification scraping, and automated notification handling. Use when users want to manage, filter, scrape, or process X notifications in bulk.
lists-management
Creates, populates, and exports X/Twitter lists from the browser console. Supports creating public or private lists, bulk-adding members by username, and exporting list members as JSON. Use when users want to create lists, add members to lists, or export list data on X.
community-management
Manages X/Twitter community memberships. Bulk-leave all communities, join communities by topic, and manage community interactions. Use when leaving all communities, joining niche communities, or managing community presence.
bookmarks-management
Manages X/Twitter bookmarks — organize by category with auto-tagging, clear all bookmarks in bulk, and export/scrape bookmarks with full metadata. Supports keyword-based categorization, CSV and JSON export, keep-filters, and folder creation (Premium). Use when users want to export, organize, or clear their X bookmarks.
blocking-muting-management
Mass block, unblock, mute, unmute, and manage accounts on X/Twitter. Includes bot detection and blocking, keyword-based muting, muted word management, spam reporting, and follower removal via soft-block. Use when users want to block bots, mass block/unblock accounts, mute by keywords, manage muted words, or remove followers.
billing-management
Manage XActions subscriptions and billing — view plans, start a Stripe checkout, open the billing portal, or cancel a subscription. Use when users want to upgrade, downgrade, or manage their XActions subscription.
xactions-mcp-server
Free MCP server providing 68+ tools for AI agents to automate X/Twitter. Scrapes profiles, followers, tweets. Posts, follows, likes, retweets, downloads videos, analyzes sentiment, monitors brands, manages DMs, runs workflows, and more. Uses local Puppeteer -- no API keys or payments required. Compatible with Claude Desktop, Cursor, Windsurf, VS Code. Use when setting up or using AI agent Twitter automation via MCP.
xactions-cli
Command-line interface for scraping X/Twitter data, managing MCP server config, and running automation. Scrapes profiles, followers, tweets, search results, and more from terminal. Outputs text, JSON, or CSV. Uses Puppeteer stealth. Use when running Twitter operations from command line or automated pipelines.