client-manager
When user asks to track clients, manage projects, create invoices, log payments, track earnings, manage leads, track time, generate proposals, set follow-up reminders, view a freelance dashboard, generate contracts, generate email templates, view achievements/badges, get weekly scorecards, monthly/annual reports, client health scores, welcome kits, or any freelancer CRM task. 36-feature all-in-one freelancer command center with smart AI insights, gamification, multi-currency support, text templates for emails and contracts, and interactive buttons. Free Plutio/HoneyBook alternative. All data stays local — NO external API calls, NO network requests, NO data sent to any server.
Why use this skill?
Manage clients, invoices, time-tracking, and project pipelines locally with the Client Manager skill for OpenClaw. No API calls, pure privacy.
Install via CLI (Recommended)
clawhub install openclaw/skills/skills/mkpareek0315/client-managerWhat This Skill Does
The Client Manager skill transforms your OpenClaw agent into a comprehensive, 36-feature command center designed specifically for freelancers and independent contractors. It functions as a complete CRM and project management hub that keeps your business data entirely local. Whether you need to track project milestones, generate professional invoices, log hourly work, or analyze your monthly earnings, this skill automates the heavy lifting. By providing a conversational interface, it allows you to manage complex tasks—like moving a lead through a pipeline or calculating tax reserves—without needing to switch between different SaaS applications. The skill is privacy-focused, ensuring no data ever leaves your machine.
Installation
To integrate the Client Manager into your environment, run the following command in your terminal:
clawhub install openclaw/skills/skills/mkpareek0315/client-manager
Upon first activation, the agent will automatically initialize the local directory structure at ~/.openclaw/client-manager/. It will then guide you through a brief setup wizard to capture your business name, primary currency, and contact email, which are stored securely in a local JSON settings file to personalize your professional documents.
Use Cases
This tool is ideal for freelancers who struggle with administrative overhead. Use it to keep track of multiple clients simultaneously, monitor the health of your project pipeline, and stay on top of overdue payments. It excels at time-tracking for hourly billing, generating accurate tax reports for end-of-year preparation, and maintaining a repository of email templates for client outreach. It can also be used as a gamified productivity tracker, providing weekly scorecards and achievement badges based on your completed milestones and revenue targets.
Example Prompts
- "Start timer for the Website Redesign project and log my progress."
- "Show me a report of my earnings for this month filtered by client."
- "Create an invoice for Sarah for $1,200 for the branding package and email it to her."
Tips & Limitations
To get the most out of Client Manager, ensure you are using it consistently to log your daily activity; the more data you provide, the more accurate your profitability and tax forecasting will be. Remember that this skill operates entirely offline. While this guarantees maximum privacy and data security, it also means you cannot sync your dashboard with cloud-based calendars or external accounting software automatically. Always check the settings.json file if you need to update your business details or default payment terms.
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Find the right skillPaste this into your clawhub.json to enable this plugin.
{
"plugins": {
"official-mkpareek0315-client-manager": {
"enabled": true,
"auto_update": true
}
}
}Tags(AI)
Flags: file-write, file-read
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