A conversational CRM for freelancers to track clients, projects, and finances through simple natural language interactions.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install client-tracker
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 client-tracker 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 ClientTracker Freelancer CRM?
ClientTracker Freelancer CRM is a specialized tool within the ecosystem of Openclaw Skills designed to simplify business management for independent professionals. It eliminates the need for complex database entries by allowing users to manage their entire freelance operation—including contacts, project statuses, and financial tracking—through direct conversation with their AI agent.
By leveraging this skill, freelancers can transform their workspace into an intelligent office assistant that understands business context. Whether you are adding a new lead or checking your monthly projections, this skill ensures that your administrative overhead remains low while your data organization remains high.
ClientTracker Freelancer CRM Use Cases
- Tracking new client leads and project requirements during onboarding.
- Monitoring invoice statuses and setting automated reminders for overdue payments.
- Logging communication history including emails, calls, and meetings to maintain a clear audit trail.
- Visualizing the sales pipeline from initial proposal to project completion.
- Generating revenue dashboards to view monthly income and financial projections.
How ClientTracker Freelancer CRM Works
- The user provides natural language input regarding a client, project, or invoice to the agent.
- The skill parses the input to identify entities such as company names, budgets, and deadlines.
- The system updates the local database, categorizing the entry into the appropriate pipeline stage (e.g., Lead, Proposal Sent, Active).
- A follow-up or reminder is automatically scheduled based on the context of the conversation.
- The agent confirms the action and provides a summary of the current status or dashboard view.
ClientTracker Freelancer CRM Setup
To install and activate the ClientTracker CRM within your environment, use the following commands:
# Install the skill via the Openclaw Skills manager
openclaw install client-tracker
# Initialize the local database for your CRM
openclaw run client-tracker --init
Ensure your agent has the necessary permissions to read and write to the local storage directory where your client data will be persisted.
ClientTracker Freelancer CRM Data Schema & Taxonomy
ClientTracker organizes information into a structured local schema to ensure data integrity and quick retrieval. The following entities are tracked:
| Entity | Attributes |
|---|---|
| Contacts | Name, Email, Company, Notes, Communication Log |
| Projects | Status, Budget, Deadlines, Deliverables |
| Invoices | Amount, Date Sent, Payment Status, Due Date |
| Pipeline | Lead, Proposal, Negotiating, Active, Completed, Follow-up |
| Reminders | Trigger Date, Associated Client, Task Description |
ClientTracker Freelancer CRM Advanced Features
- Natural language follow-up system for automated check-in reminders.
- Full pipeline visualization to track the lifecycle of every lead and active contract.
- Automated revenue dashboarding for real-time tracking of outstanding and projected income.
- Local-first data architecture ensuring complete privacy and offline accessibility for all Openclaw Skills data.
- Extensible communication logs that link specific interactions to individual client profiles.
SKILL.md
Loading
Related Openclaw Skills
Literature Reviewer Skill
The Literature Reviewer Skill automates the end-to-end process of conducting systematic academic literature surveys across major Chinese and English databases.
Scan to Skill
An automated installer that decodes QR images to identify and deploy new skills directly to your AI agent using the ClawHub CLI.
Ziwei Bazi Consulting
A legacy compatibility alias designed to route Ziwei and Bazi consultation requests to the modern destiny-fusion-pro system.
Faithful Task Executor
A specialized execution engine that ensures AI sub-agents strictly adhere to initial project rules and constraints to eliminate hallucinations.
Kickstarter Launch Prep
A comprehensive strategic planner for end-to-end crowdfunding success on platforms like Kickstarter and Indiegogo.
Binance Web3 OpenAPI Skill
A high-performance CLI skill for accessing Binance Web3 public market APIs, token security audits, and smart money signals using curated OpenAPI schemas.
Featured*
