customer-crm

What This Skill Does

The customer-crm skill for OpenClaw is a specialized relationship management tool designed for freelancers and independent contractors working across multiple platforms like Coconala, Fiverr, and Upwork. It provides a structured system to log interactions, track client history, and automate follow-ups to ensure repeat business. By maintaining interaction logs in JSONL format, the agent can programmatically calculate client value, generate performance reports, and identify high-priority clients for targeted outreach, ensuring you never miss a touchpoint that could lead to recurring revenue.

Installation

To integrate this CRM into your OpenClaw environment, ensure you have file system access and the jq utility installed. Run the following command in your terminal: clawhub install openclaw/skills/skills/sa9saq/customer-crm This will set up the necessary directory structure at ~/.openclaw/crm/ where your client data and interaction history will be securely stored.

Use Cases

• Repeat Business Tracking: Easily identify clients who have returned multiple times and leverage the scoring system to provide them with priority service.
• Performance Reporting: Generate monthly summaries to track revenue growth and identify which platforms yield the highest ROI after platform fees.
• Automated Retention: Use the built-in follow-up schedule to trigger check-ins at 7, 30, and 90-day intervals, keeping your services top-of-mind for past clients.
• Client Prioritization: Use the weighted scoring matrix to allocate your time effectively, focusing efforts on high-revenue or high-potential clients.

Example Prompts

1. "OpenClaw, please log a new delivery for Client A on Coconala for 5000 yen and update their total revenue."
2. "Generate the CRM report for this month and list the top 3 clients by revenue."
3. "Who is due for a 30-day follow-up check-in this week based on the interaction logs?"

Tips & Limitations

• Stay Compliant: Always prioritize platform Terms of Service by communicating exclusively through in-platform tools; the CRM is designed to track these interactions, not bypass platform communication rules.
• Anonymization: Maintain privacy and security by using the client ID format provided (UUIDs) rather than sensitive real-world contact information.
• Data Integrity: Since the system relies on JSONL files, ensure regular backups of your ~/.openclaw/crm/ directory to prevent data loss. The skill does not store payment details, so ensure you cross-reference with your platform's dashboard for financial audits.