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    ERPNext v15 CRM Free Trial Pack

    2

    **erpnext-crm** — CRM operational diagnostics, Lead-to-Opportunity workflow analysis, metadata checks, and permission-aware recommendations.

    Free

    29 uses5.0 (1 review)
    ERPNext v15 CRM Free Trial Pack

    ERPNext v15 CRM Free Trial Pack

    Example session with this skill installed

    Help me plan the qualification of a Lead and trace it to an Opportunity in ERPNext v15. Inspect the current tenant state first.

    • Read your context and instructions
    • Compiled the erpnext v15 crm

    I have inspected the tenant metadata. The environment is running ERPNext v15.2.0 on Frappe v15.3.0. I have verified that the 'CRM' and 'Selling' modules are active, and no conflicting customizations were found in the Lead DocType.

    Lead to Opportunity Workflow Plan

    StepActionDocTypeValidation Rule
    1Inspect Lead StatusLeadMust be 'Open' or 'Interested'
    2Verify Contact InfoContactEnsure 'Email ID' or 'Mobile No' is present
    3Create OpportunityOpportunityLink to Lead ID; set 'Opportunity Type'
    4Map Custom FieldsLead/OppVerify 'Source' and 'Campaign' fields match

    Assumptions & Risks

    • Assumption: The user has 'Sales Manager' or 'Sales User' roles to perform the conversion.
    • Risk: If 'Auto-create Contact' is disabled in CRM Settings, the link may fail.
    • Risk: ERPNext v17 deprecation notice applies if you plan to upgrade soon; consider Frappe CRM.

    Next steps

    1. Authorize the reading of Lead record LEAD-2024-0012 to check current field values.
    2. Confirm if any custom mandatory fields have been added to your Opportunity DocType.
    3. Execute the mapping check to ensure all data points flow into the Selling module.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    ERPNext v15 CRM Free Trial Pack

    Try 2 Skills from the Full 37-Skill ERPNext Suite | Free Preview | Orphic Studio

    Overview

    Experience the capabilities of Orphic Studio's complete 37-skill ERPNext v15 AI Agent Suite through this free trial pack.

    This package provides 2 fully functional CRM-focused AI agent skills, selected from the paid commercial suite, allowing you to evaluate their instruction quality, structured workflows, safety controls, and practical usefulness before purchasing the complete product.

    Included in This Free Trial

    1. erpnext-crm — CRM operational diagnostics, Lead-to-Opportunity workflow analysis, metadata checks, and permission-aware recommendations.

    2. tutorial-erpnext-crm — Guided CRM training, fictional practice scenarios, troubleshooting exercises, and structured learning workflows.

    Free Trial vs. Full Suite

    The free trial contains 2 CRM-focused skills.

    The paid edition contains the complete 37-skill suite covering additional ERPNext business domains, operational workflows, and guided tutorials.

    This trial is free to use with no time limit. Its limitation is the number and scope of included skills, not a temporary access period.

    No subscription or purchase is required to use the included skills.

    Live ERPNext access requires separately configured, authorized integration tools. No API credentials or MCP server are bundled.

    Publisher: Orphic Studio Version: 2.3.0 Edition: Free Trial Included Skills: 2 of 37 Full Suite: Available separately as a paid product.

    Find more skills like this on the Claude Skills Marketplace, the Codex Skills Marketplace and the Gemini Skills Marketplace, or browse Claude Skills for Sales & Lead Gen.

    Free trial edition containing 2 of the 37 skills available in the full paid suite. Limited to ERPNext v15 / Frappe v15 CRM diagnostics and guided training. No built-in ERPNext API credentials, server access, or MCP connector. Live inspection requires authorized external tools. Read-only by default; record-level approval required for writes. Other ERPNext versions are not validated.

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    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before buying a skill.

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    This skill has been used 29 times.

    Trust & safety

    Security scan

    Security scan passed 17 days ago

    • Free with an Agensi account

    Permissions

    No special permissions declared or detected

    Listed18 days ago
    Updated16 days ago

    What's inside

    Frequently Asked Questions

    The free trial includes 2 specialized AI agent skills from Orphic Studio's complete paid 37-skill ERPNext v15 suite: erpnext-crm for CRM workflow diagnostics and operational guidance, and tutorial-erpnext-crm for guided training using fictional scenarios. The pack includes SKILL.md instructions, reference materials, workflow guidance, structured response templates, and evaluation scenarios. The remaining 35 skills are not included.

    No. The free trial has no expiration date. It provides 2 fully usable CRM-focused skills so you can evaluate the approach before purchasing. The paid edition includes the complete 37-skill ERPNext v15 suite, with broader coverage across business modules, operational workflows, and tutorials. The trial is limited by scope, not by time.

    The pack is designed for ERPNext v15 and Frappe v15, focusing on ERPNext's built-in CRM DocTypes and associated Selling workflows. Standard and customized DocTypes can be analyzed when their metadata is available. Compatibility with ERPNext v16, v17, or later has not been validated. The separate Frappe CRM application is not assumed to have identical workflows.

    The operational skill helps diagnose Lead-to-Opportunity conversion failures, mandatory Custom Field mismatches, duplicate Lead or Contact conflicts, invalid or disabled linked records, permission restrictions, and workflow dependencies. It produces structured diagnostic steps, potential causes, risks, validation checks, and recommended actions. Actual root causes must be verified against the user's ERPNext environment.

    No. The pack contains AI agent instructions and reference files, not a preconfigured ERPNext integration. Live inspection requires a separately configured, authenticated ERPNext REST API, CLI, or MCP connector with appropriate permissions. Without live access, the skills can still generate inspection plans, troubleshooting checklists, documentation, and training scenarios.

    No autonomous modifications are permitted. The operational skill is read-only by default and requires explicit user authorization for each proposed record-level change, along with effective ERPNext permissions. It must not bypass access controls or invent execution results. The tutorial skill uses fictional data and does not modify production records.

    Unlike a generic prompt, this pack provides specialized ERPNext CRM instructions, structured workflows, metadata verification requirements, permission checks, safety gates, reference materials, response templates, and evaluation scenarios. These help compatible AI agents follow repeatable diagnostic and educational procedures rather than relying solely on unstructured guidance. Results still depend on the agent's capabilities and available tools.

    Download the skill package and load the included skill directories into an AI agent environment that supports SKILL.md-based skills. Use erpnext-crm for operational CRM questions and tutorial-erpnext-crm for guided learning. Start by describing your CRM issue or training goal. For live inspection, configure a separate authorized ERPNext connection. No live server connection is required for fictional tutorials or planning.

    Yes. The tutorial-erpnext-crm skill provides structured explanations, guided learning workflows, fictional Lead and Opportunity scenarios, troubleshooting exercises, assessments, and reusable checklists. It is suitable for beginners, sales operators, managers, and ERPNext implementers. Training examples use fictional data and do not require access to real customer records.

    The free trial lets you evaluate the instruction structure, CRM troubleshooting approach, and safety controls through 2 focused skills. The paid suite expands coverage to all 37 skills across additional ERPNext business domains, operational procedures, and guided tutorials. Upgrade if you need broader ERPNext assistance beyond the CRM workflows included in this trial. Live integrations remain dependent on separately authorized tools.

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