Pancake CRM

Pancake CRM is a simple CRM solution designed for freelancers and small businesses. It helps users manage clients, track leads, create invoices, and send proposals. It's used by independent professionals who need an easy-to-use CRM without complex features.

Official docs: https://www.pancakeapp.com/documentation

Pancake CRM Overview

• Records — core data in Pancake CRM
  • Operations: create, read, update, delete, list

Working with Pancake CRM

This skill uses the Membrane CLI to interact with Pancake CRM. Membrane handles authentication and credentials refresh automatically — so you can focus on the integration logic rather than auth plumbing.

Install the CLI

Install the Membrane CLI so you can run membrane from the terminal: