A lightweight, local CSV-based CRM for managing sales pipelines, contact interactions, and deal stages through natural language.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install crm-manager
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 crm-manager 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 CRM Manager?
The CRM Manager is a specialized tool for developers and entrepreneurs who want to maintain a structured sales process without the complexity of enterprise software. By utilizing this skill within the ecosystem of Openclaw Skills, users can manage leads, track deal values, and organize follow-ups directly from their coding environment. It prioritizes data portability and simplicity by storing all information in a local CSV file.
This skill eliminates the friction of switching between tools by allowing users to add contacts, update deal stages, and generate pipeline summaries using simple commands. It is designed to act as a focused sales assistant that keeps your business development efforts organized and actionable within your existing workflow.
CRM Manager Use Cases
- Tracking freelance leads and project proposals from initial contact to closed-won.
- Managing business development outreach for software products.
- Organizing contact information and interaction history for networking.
- Generating automated daily reminders for overdue follow-up actions.
- Monitoring the financial health of a sales pipeline via deal value summaries.
How CRM Manager Works
- The skill identifies or initializes a crm.csv file in the local workspace using a predefined template.
- When a user provides a contact update, the skill parses the natural language to identify fields like name, company, or deal stage.
- It performs a read operation on the CSV to ensure current state accuracy before any modifications occur.
- The agent updates the specific record, automatically incrementing IDs and updating the last modified timestamp.
- It performs health checks to identify stale deals or missing next actions, ensuring the pipeline remains active.
CRM Manager Setup
To get started with this entry in your collection of Openclaw Skills, ensure you have a workspace initialized. You can manually create the file or let the skill generate it for you.
# Create the CRM file if you want to start manually
touch crm.csv
# Or provide a template for the skill to use
cp crm-template.csv crm.csv
The skill will automatically look for crm.csv in your root directory. Ensure your environment has read/write permissions for the workspace.
CRM Manager Data Schema & Taxonomy
The CRM Manager organizes data using a structured CSV format with the following primary fields:
| Field | Description | Format |
|---|---|---|
| id | Unique identifier | Integer |
| stage | Pipeline status | lead, qualified, meeting, proposal, negotiation, closed-won, closed-lost, nurture |
| deal_value | Estimated value | USD Numeric |
| last_contact | Most recent interaction | YYYY-MM-DD |
| next_action_date | Scheduled follow-up | YYYY-MM-DD |
| notes | Interaction history | Pipe-separated strings |
All dates follow the ISO 8601 YYYY-MM-DD format for consistency across Openclaw Skills integrations.
CRM Manager Advanced Features
- Automatic pipeline health checks that flag leads with no activity for 14+ days.
- Stalled deal detection for opportunities stuck in the same stage for over 30 days.
- Automated data safety backups created as crm-backup-YYYY-MM-DD.csv before any bulk operations.
- Append-only note system that preserves full interaction history without overwriting previous data.
- Advanced search capabilities across both name and company attributes.
SKILL.md
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