CRM Manager
Manages a local CSV-based CRM with pipeline tracking
Install via CLI (Recommended)
clawhub install openclaw/skills/skills/1kalin/afrexai-crm-updaterWhat This Skill Does
The CRM Manager skill transforms OpenClaw into a lightweight, local-first customer relationship management powerhouse. By leveraging a structured CSV-based architecture, it allows you to track, manage, and optimize your sales pipeline directly within your local workspace. Unlike cloud-heavy alternatives, this skill ensures your data remains under your full control, preventing dependency on expensive SaaS platforms or external vendor lock-in. It tracks the entire lifecycle of a deal, from initial lead acquisition through negotiation, to the ultimate win or loss, while maintaining audit logs through created and updated timestamps.
Installation
To integrate this skill into your environment, run the following command in your terminal:
clawhub install openclaw/skills/skills/1kalin/afrexai-crm-updater
Ensure your workspace has the necessary read/write permissions for the crm.csv file, which is the primary source of truth for your data.
Use Cases
This skill is ideal for freelancers, solopreneurs, and small project teams that need to maintain organized prospect lists without the complexity of enterprise CRM software. Use it to keep track of follow-up tasks, monitor the financial potential of your pipeline, and ensure no lead falls through the cracks. It is particularly effective for managing high-touch service engagements where keeping consistent contact history and clear next-action dates is critical for closing deals.
Example Prompts
- "Add Sarah Jenkins from TechFlow to the CRM and set her as a lead."
- "Show me my pipeline to see which deals are currently in the proposal stage."
- "What follow-ups are due today? I need to know who I need to contact to move things forward."
Tips & Limitations
To get the most out of this tool, always ensure your next_action_date is populated; the skill will alert you if a lead is left stagnant. Remember that this is a file-based system, so avoid manual editing of the CSV while the AI agent is active to prevent file lock issues. Because it uses a simple CSV format, you can easily open your data in Excel or Google Sheets for advanced reporting, though all logic updates should flow through the agent to maintain data integrity. The skill defaults to crm.csv, so keep backups regularly to prevent accidental data loss during heavy modifications.
Metadata
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Find the right skillPaste this into your clawhub.json to enable this plugin.
{
"plugins": {
"official-1kalin-afrexai-crm-updater": {
"enabled": true,
"auto_update": true
}
}
}Tags(AI)
Flags: file-write, file-read