| name | crm-logger |
| description | Writes a structured CRM activity log entry from a call note, email event, or meeting outcome. Before writing, checks for an existing entry with the same prospect + date + action hash to prevent duplicates. Returns the formatted log entry for the CRM update and appends to session-log.md. |
| allowed-tools | Read, Write, Bash |
| effort | low |
CRM Logger
When to activate
After any sales action: email sent, call completed, meeting held, reply received, or sequence status changed. Use this before updating CRM manually — it generates the structured log entry and catches duplicates.
When NOT to use
Do not use to log speculative or future activities — only log completed actions. Do not log the same activity twice; always check for existing entries first.
Instructions
- Accept the activity details: prospect name, company, action type, date/time, and notes.
- Generate a unique activity key:
{prospect_email}:{action_type}:{date} (e.g., alex@stackline.com:email_sent:2026-06-12).
- Check
session-log.md for an existing entry with this key. If found, return: "DUPLICATE — activity already logged" and stop.
- Write the structured log entry (see Output Format).
- Append the entry to
session-log.md.
- Return the entry with a CRM update summary.
Output Format
## [YYYY-MM-DD HH:MM]
**Prospect:** [Name, Title, Company]
**ICP Score:** [score if known]
**Action:** [Email Sent / Call Completed / Meeting Held / Reply Received / Sequence Updated]
**Status:** [DRAFT / APPROVED / SENT / REPLIED / MEETING BOOKED / CLOSED-LOST / CLOSED-WON]
**Trigger Used:** [trigger referenced in outreach, if applicable]
**Notes:** [outcome summary, key quote, next step, risks]
**Activity Key:** [hash for duplicate check]
Example
Input: "Logged a 25-minute discovery call with Maria Santos at Growfast. She's interested but needs to loop in her VP of Sales. Follow up in 5 days with case study."
## 2026-06-12 14:35
**Prospect:** Maria Santos, VP RevOps, Growfast
**ICP Score:** 90/100 — GO
**Action:** Call Completed
**Status:** MEETING HELD — warm
**Trigger Used:** Series B funding (8 weeks ago)
**Notes:** 25-min discovery. Interested; needs VP Sales alignment. Requested relevant case study. Follow up 2026-06-17 with customer story from similar RevOps context.
**Activity Key:** maria.santos@growfast.com:call_completed:2026-06-12
