crm-marketing-automation-platform
🥈SilverAutomates lead management, email campaigns, and account management for marketing teams. Integrates with CRM systems to streamline workflows and improve customer engagement.
1500Updated 2mo ago
Intermediate30min to implementmarketing
Saves ~120 min per use
Quick InstallView Source
git clone https://github.com/milan-gavric/crm-marketing-automation-platform.gitWorks with:
Claude
Overview
About This Skill
Leads Manager Server is a Django REST API built for email-driven lead management and marketing automation. It provides comprehensive endpoints for lead tracking, account management, email administration, and customizable message and subject templates. The platform supports JWT-based authentication, bulk CSV lead uploads with flexible column mapping, and pagination-enabled queries with filtering by status and assignment. Teams can organize leads across accounts, manage email communications, and streamline workflows through a clean RESTful interface. The server integrates with MongoDB or SQLite and includes CORS support for frontend integration.
How to Use
Clone the repository, create a Python virtual environment, and install dependencies via pip. Configure environment variables in a .env file for SECRET_KEY, JWT_SECRET, and database settings (SQLite by default, MongoDB optional). Run migrations with `python manage.py migrate`, then start the server with `python manage.py runserver` on localhost:8000.
Use Cases
Bulk import leads from CSV files and manage them through a centralized API
Create and retrieve email and subject message templates for campaign consistency
Filter and search leads by status, assignee, and custom criteria with pagination
Track account-level relationships and organize leads by business accounts
Setup & Installation
Quick Install
No install command available. Check the GitHub repository for manual installation instructions.
Alternative Install (Git Clone)
git clone https://github.com/milan-gavric/crm-marketing-automation-platformRequirements
- Claude Code or compatible AI agent
- Works with: Claude
Quick Start Guide
1
Install the Skill
Copy the install command above and run it in your terminal.
2
Open Your AI Agent
Launch Claude Code, Cursor, or your preferred AI coding agent.
3
Try It Out
Use the prompt template or examples below to test the skill.
4
Customize
Adapt the skill to your specific use case and workflow.
Usage Examples
Prompt Template
Act as a CRM marketing automation platform for [COMPANY], a [INDUSTRY] business. I will provide lead data in CSV format. Automate the following tasks: 1) Segment leads based on [CRITERIA], 2) Create personalized email campaigns for each segment, 3) Schedule the campaigns to be sent at optimal times, and 4) Track engagement metrics. Provide a summary report after completion.
Example Output
## Lead Segmentation Report **Total Leads Processed:** 1,250 **Segments Created:** - **High-Value Prospects:** 210 leads (16.8%) - **Engaged Leads:** 450 leads (36%) - **New Leads:** 590 leads (47.2%) ## Email Campaign Summary **Campaigns Created:** 3 **High-Value Prospects Campaign:** - Subject: 'Exclusive Offer for Valued Prospects' - Send Time: 10:00 AM on [DATE] - Open Rate: 45% - Click-Through Rate: 12% **Engaged Leads Campaign:** - Subject: 'New Updates You Might Find Useful' - Send Time: 2:00 PM on [DATE] - Open Rate: 38% - Click-Through Rate: 8% **New Leads Campaign:** - Subject: 'Welcome to [COMPANY]' - Send Time: 11:00 AM on [DATE] - Open Rate: 32% - Click-Through Rate: 5% ## Next Steps - Review engagement metrics and adjust future campaigns accordingly. - Follow up with leads who clicked through but did not convert.
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