A local, AI-native CRM that tracks clients, pipelines, and follow-ups using plain text Markdown files instead of expensive SaaS subscriptions.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install agentledger-crm
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install agentledger-crm using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Client Relationship Manager?
The Client Relationship Manager is an AI-native solution designed for solopreneurs and freelancers who want to maintain high-quality client relationships without the overhead of complex software. By utilizing Openclaw Skills, this system turns your local workspace into a powerful database where an AI agent can track deal stages, interaction history, and revenue forecasts. It bridges the gap between manual notes and enterprise CRMs by providing a structure that LLMs can easily parse and update.
This skill focuses on data sovereignty and speed. Because every record is a plain text file, your data remains portable, private, and searchable. It allows your AI coding agent to provide deep context during meeting preparation or to automatically flag stale leads based on your last recorded interaction, making it a cornerstone for those building a professional service business using Openclaw Skills.
Client Relationship Manager Use Cases
- Generating comprehensive meeting briefs from historical client context before a call.
- Automating the logging of interaction summaries and next actions after a client meeting.
- Tracking sales pipelines and revenue projections directly within your development environment.
- Monitoring follow-up queues to ensure no leads or prospects go cold.
How Client Relationship Manager Works
- Initialize a structured directory for client records, pipelines, and follow-up lists.
- Configure your agent with specific CRM protocols to define how it should read and write client data.
- Use natural language to describe interactions, which the agent then logs into the relevant Markdown files.
- Request periodic reviews or meeting prep where the agent synthesizes data from across multiple files to provide actionable insights.
Client Relationship Manager Setup
To get started with this specific implementation of Openclaw Skills, follow these steps:
- Create the directory structure:
mkdir -p crm/clients
touch crm/pipeline.md crm/follow-ups.md crm/README.md
- Define your deal stages (e.g., Lead, Prospect, Qualified, Active) in your pipeline file.
- Add the CRM Protocol to your instructions file or system prompt so the agent knows how to handle client requests.
- Populate your first client record using the provided Markdown template to give the agent its first piece of context.
Client Relationship Manager Data Schema & Taxonomy
The skill organizes information into a hierarchical text-based system:
| File/Folder | Purpose | Key Metadata |
|---|---|---|
crm/clients/ |
Individual client profiles | Company, Contact, Timezone, Stage, Value |
crm/pipeline.md |
High-level sales overview | Client Name, Deal Value, Next Action, Due Date |
crm/follow-ups.md |
Task management | Overdue, Due Today, Someday/Maybe lists |
crm/README.md |
Index of all relationships | Summary of active clients and quick links |
Client Relationship Manager Advanced Features
- Automated periodic checks via cron jobs to identify overdue tasks and stagnant deals.
- Integration with project trackers to link won deals directly to active work files.
- Custom automation hooks that flag clients who haven't been contacted in over 30 days.
- Support for industry-specific revenue tracking and referral mapping within the Openclaw Skills ecosystem.
SKILL.md
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