A lightweight command-line CRM designed for tracking and managing sales leads for the Gracie AI Receptionist.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install gracie-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 gracie-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 Gracie CRM Skill?
The Gracie CRM Skill provides a streamlined, terminal-based interface for managing sales prospects and call logs. As a key utility within the Openclaw Skills library, it offers a local-first approach to lead management by storing data in a structured JSON format. This skill is specifically optimized for developers and AI agents who need to maintain a high-velocity sales pipeline for AI services without the complexity of enterprise CRM software.
By leveraging this skill, users can quickly log call outcomes, set follow-up reminders, and categorize leads across various industries such as medical, legal, and automotive repair. It serves as a bridge between raw lead lists and successful deal closures, ensuring that every interaction is recorded and every follow-up is executed on time.
Gracie CRM Skill Use Cases
- Managing outreach for AI receptionist services across different business sectors.
- Logging call results and technician notes during sales discovery.
- Monitoring daily follow-ups to ensure consistent lead nurturing.
- Importing leads from master markdown lists into a structured database.
- Visualizing the sales pipeline to identify bottlenecks in the conversion process.
How Gracie CRM Skill Works
- The user interacts with the CRM through the
crm.pyscript located in the skill directory. - New prospects are added manually or imported from a Markdown-based lead list into the local
crm.jsondata store. - Sales activities are logged via the
callandnotecommands, which automatically update the lead status and history. - The system calculates follow-up requirements and displays a 'today' view to prioritize daily outreach efforts.
- Pipeline summaries provide a high-level overview of the sales funnel from initial contact to closed-won status.
Gracie CRM Skill Setup
To initialize the CRM within the Openclaw Skills environment, navigate to the skill directory and use the following commands:
cd ~/StudioBrain/00_SYSTEM/skills/gracie-crm
# List current leads to verify data connection
python3 crm.py list
# Add a test lead to confirm setup
python3 crm.py add --name "Test Business" --phone "555-0123" --category "other"
Gracie CRM Skill Data Schema & Taxonomy
The skill organizes lead information within a crm.json file using a specific schema for each lead object:
| Attribute | Description |
|---|---|
| id | Unique numeric identifier for the lead |
| status | Current stage (new, called, interested, demo_sent, closed_won, closed_lost) |
| category | Industry vertical (auto, hvac, dental, insurance, medical, legal) |
| calls | An array of objects containing call dates, outcomes, and specific notes |
| followup_date | ISO format date for the next scheduled contact |
| added | Timestamp of when the lead entered the CRM |
Gracie CRM Skill Advanced Features
- Bulk import utility to transition leads from MASTER_LEAD_LIST.md files.
- Automated status tracking to move leads through the demo and closing stages.
- Detailed call history logs to maintain context for long-term sales cycles.
- Pipeline reporting to quantify conversion rates and lead volume.
- Local JSON storage enabling easy integration with other Openclaw Skills and automation agents.
SKILL.md
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