An elite sales operations partner for AI agents to track leads, manage pipelines, and automate outreach sequences.
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The Sales skill transforms your AI agent into a high-performing sales operations partner. It provides a structured framework for lead qualification, pipeline tracking, and personalized outreach automation, ensuring that no deal is lost due to poor follow-up. This tool is part of the broader ecosystem of Openclaw Skills designed to streamline business workflows.
By integrating directly with external CRMs or using a local Markdown-based tracking system, this skill empowers developers to build agents that handle the heavy lifting of sales administration. Whether you are managing a startup pipeline or enterprise leads, this skill provides the necessary templates and logic to maintain high sales velocity and professional communication standards.
First, initialize your sales workspace with the required templates and tracking files:
./scripts/sales-init.sh
Configure your CRM preferences (HubSpot, Salesforce, or Built-in) in your configuration file, then start adding leads via the CLI:
./scripts/lead-tracker.sh add "Company Name" "Contact Name" "[email protected]"
The skill organizes data in a structured directory for easy parsing and management within Openclaw Skills:
| Component | Location | Description |
|---|---|---|
| Leads | sales/leads/*.md |
Individual lead files with BANT qualification and history. |
| Pipeline | sales/pipeline.md |
Central tracking file for all active deals and stages. |
| Analytics | sales/analytics/ |
Weekly and monthly performance reports and forecasts. |
| Templates | sales/templates/ |
Outreach, follow-up, and meeting research templates. |
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