# Call notes to CRM (/sales--call-notes-to-crm)

/sales--call-notes-to-crm is a Claude Code skill in the Sales section. Turns messy sales call notes into CRM-ready fields, a MEDDIC or BANT table, action items with owners and a drafted follow-up.

- Web version: https://skills.sgomez.dev/en/s/sales--call-notes-to-crm
- Section: [Sales](https://skills.sgomez.dev/en/sales.md)
- Author: Santiago Gómez de la Torre
- License: MIT
- Source: https://github.com/sgomez-dev/claude-skills/blob/main/skills/sales/call-notes-to-crm.md
- Updated 10 Jul 2026

## How to ask for it

- `/sales--call-notes-to-crm here are my notes from the client call, turn them into CRM fields`
- `/sales--call-notes-to-crm organize yesterday's demo notes into follow-up tasks`
- `/sales--call-notes-to-crm structure this messy call into Salesforce fields`

## Install

macOS · Linux:

```
curl -fsSL https://raw.githubusercontent.com/sgomez-dev/claude-skills/main/install.sh | bash
```

Windows:

```
irm https://raw.githubusercontent.com/sgomez-dev/claude-skills/main/install.ps1 | iex
```

Claude Code plugin:

```
/plugin marketplace add sgomez-dev/claude-skills
/plugin install sales-skills@claude-skills-collection
```

## Permissions

- Reads: `*.txt`, `*.md`, `*.json`
- Writes: `crm_*.md`, `crm_*.json`
- Runs: —
- Network: No
- Destructive: No

## Author's description

Turn messy sales call notes into structured CRM fields, tasks, and follow-ups

- [How we review this](https://skills.sgomez.dev/en/methodology.md)