CRM

What This Skill Does

The CRM skill for OpenClaw acts as an intelligent, progressive architect for your personal relationship management systems. Instead of forcing you into bloated, complex SaaS platforms, this skill guides you through building a lightweight, text-based database locally on your machine. It follows a "files-first" philosophy, ensuring your data remains portable, human-readable, and under your total control. By starting with simple JSON files and evolving to SQLite only when strictly necessary, you avoid the common trap of over-engineering a system you won't actually use. The skill helps you design a schema that matures alongside your needs—starting from basic contact lists and eventually expanding to interaction logs, company mappings, and pipeline management.

Installation

You can install this skill directly using the OpenClaw command-line interface. Run the following command in your terminal: clawhub install openclaw/skills/skills/ivangdavila/crm

Use Cases

• Freelancers & Consultants: Tracking project leads and interaction history to improve closing rates.
• Networking Enthusiasts: Managing personal relationships, keeping notes on conversations, and tracking follow-up dates.
• Job Seekers: Tracking recruiters, companies, and interview stages in a centralized, searchable local file.
• Developers: Building a custom CRM foundation that can be easily queried, backed up with git, and integrated into CLI-based workflows.

Example Prompts

1. "I want to start a CRM for my freelance business. I'm comfortable using JSON, so how should I structure my initial contacts file?"
2. "I'm starting to lose track of when I last spoke to specific clients. How can I add an interaction history without making my contact file too messy?"
3. "My current contact list has grown to over 150 entries and searching is getting slow. Can you help me migrate this to a SQLite database?"

Tips & Limitations

• Start Small: Do not attempt to build a web UI or complex database in the first week. Focus on data entry habits.
• Use UUIDs: Always use unique IDs for contacts to ensure data integrity during future imports or merges.
• Avoid Over-Engineering: Resist the urge to add calendar or email integration early. Manual logging is the best way to develop the discipline needed for a successful CRM.
• Backups: The skill emphasizes data safety. Always back up your ~/crm/ directory before performing bulk edits or running migration scripts.
• Portability: Because your data is stored in standard formats like JSON or CSV, it is inherently future-proof and easy to migrate to other tools down the line.