client-relationship-manager

What This Skill Does

The Client Relationship Manager (CRM) skill transforms your local file system into a powerful, AI-native CRM tailored for solopreneurs and freelancers. By leveraging standard markdown files, it allows your OpenClaw agent to maintain structured records, track deal stages, manage interaction logs, and generate revenue forecasts without the overhead of expensive SaaS subscriptions. The skill automatically updates pipeline snapshots and surfaces overdue follow-ups, ensuring you never miss a client touchpoint while retaining full ownership of your data.

Installation

To enable this skill, run the following command in your terminal: clawhub install openclaw/skills/skills/clawdssen/agentledger-crm

Once installed, initialize your local environment by asking your agent to generate the required directory structure: crm/clients/, crm/pipeline.md, and crm/follow-ups.md. Ensure these files remain in your project root or a designated path that your agent is configured to access.

Use Cases

• Client Management: Maintaining a history of every conversation, proposal, and deliverable per client.
• Sales Pipeline Tracking: Monitoring deal stages (Lead, Prospect, Active, Closed) and forecasting potential monthly recurring revenue (MRR).
• Daily Workflow Management: Using the follow-up queue to prioritize outreach tasks and overdue communications.
• Meeting Preparation: Generating pre-meeting briefings by summarizing previous interaction logs and current deal status.

Example Prompts

1. "Check my crm/follow-ups.md and tell me which three clients I need to reach out to today based on their next action dates."
2. "Draft a pre-meeting briefing for my call with Acme Corp, including our recent interaction history and their current project status from the client file."
3. "Update the pipeline in crm/pipeline.md to reflect that I just closed the deal with TechFlow for $5,000, and move them to the 'Active' stage."

Tips & Limitations

• Tips: Maintain consistency in your slug names (e.g., lowercase, hyphens) for client files. Use the provided markdown templates to ensure the agent can reliably parse data for forecasts.
• Limitations: Since this tool relies on local file editing, ensure you have file system version control (like Git) enabled to track changes. The agent's ability to calculate totals depends on your adherence to the structured markdown tables; avoid renaming column headers in the pipeline.md file as this will break automated parsing.