opencrm-sales-followup

name	opencrm-sales-followup
description	CRM read + staged follow-up via orchestrator approval.
version	1.2.0
author	OpenPro
license	MIT
platforms	["linux","macos","windows"]
metadata	{"hermes":{"tags":["OpenCRM","sales","W1","staging"],"category":"open-ecosystem","related_skills":["opencrm-contact-enrichment","open-brain","open-team","openpro-tiktok-prospection"]}}

OpenCRM Sales Follow-up

Read CRM truth + Axon context → stage next action (CC-W1-003) — never send directly.

For LinkedIn / décideur / phone enrichment, load opencrm-contact-enrichment.

When to Use

• "What's the state of {Account}?"
• Draft next commercial step after meeting/prospection
• Agent must not email customer without approval

Prerequisites

export OPENCRM_API_URL=http://localhost:3010

Plugin opencrm_sales + OpenCRM MCP + Brain MCP (open-brain).

Tools

Surface	Tool	Purpose
Plugin	search_accounts	Fuzzy company + city
Plugin	get_account	Full account + contacts
Plugin	check_account_duplicate	Before create (CC-W1-006)
Plugin	propose_crm_update	Stage change — pending approval
MCP	get_customer_context	Snapshot by name/email/contact
MCP	enrich_contact	Lead fields — see enrichment skill
MCP	list_hot_leads	Ranked account scores

Procedure

1. search_accounts or get_account / get_customer_context
2. If contact data thin → hand off to opencrm-contact-enrichment
3. search_observations(app=opencrm, query=…)
4. search_knowledge(domain=openos, query=…)
5. Draft follow-up from combined context
6. propose_crm_update — report staged id; do not send email

Decision rules

If	Then
get_account.next_action already set	Do not duplicate propose_crm_update
goal_met: false	Expected — apply via Orchestrator staging only
TikTok lead	openpro-tiktok-prospection may have upserted CRM first
Need LinkedIn/décideur	Use opencrm-contact-enrichment / enrich_contact

Pitfalls

• PII in Brain observations
• Calling customer APIs directly
• Duplicate staged updates for same next step

Verification

• Staged update id returned from propose_crm_update
• get_account reflects read-only truth before write
• No outbound email tool invoked