crm-cli

name crm-cli description Manage contacts, companies, deals, and pipeline with crm.cli — a headless CLI-first CRM backed by SQLite with a virtual filesystem interface install curl -fsSL https://raw.githubusercontent.com/dzhng/crm.cli/main/install.sh | sh crm.cli A headless, CLI-first CRM. Contacts, deals, and pipeline in a single SQLite file — queryable from your terminal, composable with Unix tools, and mountable as a virtual filesystem. Install curl -fsSL https://raw.githubusercontent.com/dzhng/crm.cli/main/install.sh | sh This downloads the precompiled binary to ~/.local/bin and installs mount dependencies (FUSE on Linux, Rust toolchain on macOS for NFS). After install, make sure ~/.local/bin is in your PATH: export PATH= " $HOME /.local/bin: $PATH " Verify: crm --version Configuration 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 jane@acme.com \ --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 jane@acme.com crm contact show "+12125551234" crm contact show janedoe # LinkedIn handle Edit a contact crm contact edit jane@acme.com --name "Jane Smith" crm contact edit "+12125551234" --add-email jane2@acme.com --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 jane@acme.com 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 jane@acme.com jane.doe@acme.com 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 jane@acme.com \ --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 jane@acme.com -- 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 bob@acme.com --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 jane@acme.com crm log call "Demoed product, she wants a proposal" --contact jane@acme.com --deal dl_01... crm log meeting "Quarterly review" --company acme.com --at 2026-04-01 crm log email "Sent follow-up pricing" --contact jane@acme.com -- 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 jane@acme.com --since 2026-01-01 crm activity list -- type call -- limit 10 crm activity list --deal dl_01... --format json Tags crm tag jane@acme.com hot-lead enterprise # add tags crm untag jane@acme.com 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/jane@acme.com.json 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":["bob@globex.com"]}' > ~/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