personal-crm

What This Skill Does

The personal-crm skill transforms your AI agent into a sophisticated relationship management system designed for longevity and meaningful connection. Rather than acting as a rigid task list, this skill functions as an intelligent memory layer for your social and professional network. It manages contact histories, tracks interaction cadences, and maintains deep contextual data about the people who matter most to you. By utilizing a dual-file architecture, the skill balances high-level performance with deep-dive context retrieval. It ensures your agent can provide accurate, thoughtful nudges for birthdays, recurring check-ins, or follow-ups based on previous conversations.

Installation

You can install this skill directly using the OpenClaw command-line interface by running the following command in your terminal:

clawhub install openclaw/skills/skills/matthewpoe/personal-crm

Alternatively, you may manually clone the repository from the OpenClaw skills registry and place the SKILL.md file into your project's skills/network-crm/ directory.

Use Cases

This skill is ideal for individuals who struggle to keep in touch with friends or colleagues due to a busy schedule. Use it to maintain long-distance friendships, manage professional networking contacts for business development, or track family milestones. It is particularly effective for those who want to be more proactive in their social lives without feeling overwhelmed by manual spreadsheets or cumbersome CRM tools. Because the agent manages the backend storage (NETWORK.md and NETWORK-ACTIVE.md), you can focus on the human element while the agent handles the logistical reminders.

Example Prompts

1. "Let's set up my network CRM; start by asking me for the first 5 people I want to stay in touch with."
2. "I have a coffee with Sarah coming up tomorrow—what was the last thing we talked about in our NETWORK.md file?"
3. "Which of my professional contacts are currently overdue for a check-in based on my active tracking?"

Tips & Limitations

To get the most out of this skill, perform the 'Weekly Refresh' every Monday. This 5-minute routine ensures your NETWORK-ACTIVE.md remains accurate. A critical limitation is the reliance on user input; if you do not communicate your interactions to the agent, it cannot track your relationship status effectively. Treat the agent as an extension of your own memory—the more context you provide about conversations and events, the more helpful the nudges become. Avoid over-cluttering the active file with inactive contacts; move those to the deep reference file to maintain optimal performance.