A lightweight customer relationship management system designed for individuals and small teams to streamline lead tracking and sales analysis.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install mini-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 mini-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 Mini-CRM Skill?
The Mini-CRM Skill is a versatile extension for Openclaw Skills that transforms your AI agent into a dedicated relationship manager. It provides a robust framework for managing customer information, tracking the lifecycle of deals, and maintaining a chronological record of follow-up interactions. Designed specifically for individuals and small teams, it eliminates the overhead of enterprise CRM software while providing essential data insights and sales funnel visibility.
By leveraging this skill, users can quickly capture lead data through natural language and generate structured reports that highlight conversion rates, revenue statistics, and pending tasks. It serves as a centralized source of truth for all client-related activities, ensuring that no potential lead is overlooked.
Mini-CRM Skill Use Cases
- Tracking new prospect inquiries and contact details with minimal manual entry.
- Recording detailed interaction logs to maintain context for long-term negotiations.
- Monitoring the sales funnel to identify bottlenecks in the conversion process.
- Generating automated monthly revenue and customer acquisition reports.
- Managing priority follow-ups based on the time elapsed since the last contact.
How Mini-CRM Skill Works
- Input customer data or interaction updates using natural language commands within the Openclaw Skills ecosystem.
- The skill parses the input and updates the central customer JSON database with relevant details like budget, status, and contact info.
- Every interaction is timestamped and categorized to build a comprehensive history for each client.
- Analytical tools within the skill process the data to generate dashboards, including funnel conversion rates and revenue summaries.
- Automated priority logic identifies which customers require immediate attention based on their budget and last contact date.
Mini-CRM Skill Setup
To start managing your clients with this skill, follow these installation steps in your Openclaw Skills environment:
# Install the Mini-CRM Skill
openclaw install mini-crm-skill
# Initialize your customer database
openclaw run mini-crm-skill --init
Mini-CRM Skill Data Schema & Taxonomy
The Mini-CRM Skill organizes data using a structured JSON format to ensure compatibility and easy filtering. Below is the primary data structure:
| Entity | Attributes | Description |
|---|---|---|
| Customer | id, name, company, wechat, email | Basic contact and identification details |
| Deal Info | budget, status, source | Financial potential and lead tracking metadata |
| Timeline | created, last_contact | Key dates for lifecycle management |
| Interactions | date, type, content | Nested list of all historical touchpoints |
Mini-CRM Skill Advanced Features
- Intelligent Sales Funnel: Automatically calculates conversion rates from initial inquiry to closed-won deals.
- Lead Source Attribution: Tracks where customers are coming from to optimize marketing spend.
- Priority Engine: A built-in logic that ranks follow-ups by urgency and potential deal value.
- Financial Dashboarding: Summarizes monthly revenue, pending payments, and total turnover at a glance.
- Multi-Agent Compatibility: Can be accessed and updated by multiple AI agents within the Openclaw Skills framework.
SKILL.md
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