A sophisticated 2-stage AI filtering and scoring engine designed to optimize personal CRM management.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install oee-crm-intelligence
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 oee-crm-intelligence 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 Intelligence?
CRM Intelligence is a high-performance utility designed for Openclaw Skills that implements a refined 2-stage Berman-style filtering protocol. It bridges the gap between massive contact lists and actionable networking by first applying a rapid keyword filter and then utilizing deep AI analysis to score contact relevance. By leveraging Openclaw Skills with this tool, users can transform raw data into a prioritized pipeline that adapts to their specific professional preferences over time.
CRM Intelligence Use Cases
- Prioritizing outreach lists from large CSV or JSON contact exports.
- Identifying high-value leads immediately following a conference or networking event.
- Filtering personal CRM data to find specific personas for a new project launch.
- Automating lead scoring to reduce the noise in business development workflows.
How CRM Intelligence Works
- The skill executes a Stage 1 pass, using fast pattern matching to eliminate irrelevant entries based on predefined keywords.
- In Stage 2, the remaining contacts are processed via an AI model to generate a relevance score based on the specific context provided.
- The system captures user feedback and interaction data to update its internal learning JSON, refining future scoring accuracy.
- Optimized results are returned as structured JSON for immediate use by other Openclaw Skills or external applications.
CRM Intelligence Setup
To integrate this tool into your Openclaw Skills environment, ensure you have Python 3.10+ and a valid Anthropic API key.
# Navigate to the skill directory
cd crm-intelligence
# Set your environment variable
export ANTHROPIC_API_KEY='your_api_key_here'
# Filter a contact list
python crm_filter.py filter contacts.json --top 10
CRM Intelligence Data Schema & Taxonomy
| File | Type | Description |
|---|---|---|
crm_filter.py |
Python Script | The core logic for filtering, scoring, and statistical analysis. |
learning.json |
JSON Data | Persistent storage for learned user preferences and scoring weights. |
contacts.json |
Input Format | Standardized data source for contact information and metadata. |
CRM Intelligence Advanced Features
- Context-Aware Scoring: Pass custom context strings to the AI to prioritize contacts for specific niches or events.
- Behavioral Learning: The system automatically updates weights based on your usage patterns within the Openclaw Skills ecosystem.
- Top-N Truncation: Efficiently limit AI processing to only the most promising candidates to save on API costs.
- Performance Statistics: Built-in command to review how the filtering engine is evolving and improving over time.
SKILL.md
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