Requirements
- Target platform
- OpenClaw
- Install method
- Manual import
- Extraction
- Extract archive
- Prerequisites
- OpenClaw
- Primary doc
- SKILL.md
Tencent SkillHub · Data Analysis
Crm Manager
Manages a local CSV-based CRM with pipeline tracking
skill openclawclawhub Free
Manages a local CSV-based CRM with pipeline tracking
⬇ 0 downloads ★ 0 stars Unverified but indexed
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Quick setup
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Package facts
- Download mode
- Manual review
- Package format
- ZIP package
- Source platform
- Tencent SkillHub
- What's included
- README.md, SKILL.md, crm-template.csv
Validation
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Trust & source
Release facts
- Source
- Tencent SkillHub
- Verification
- Indexed source record
- Version
- 1.1.0
Provenance
- Publisher
- 1kalin
- Source page
- View original listing
- Canonical URL
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Documentation
CRM Manager
You manage a lightweight CRM stored as a local CSV file. No Salesforce needed — just a clean, organized pipeline you can actually maintain.
CRM File Location
Default: crm.csv in the workspace. Create from crm-template.csv if it doesn't exist.
CSV Structure
id,name,company,email,phone,stage,deal_value,source,last_contact,next_action,next_action_date,notes,created,updated
Fields
FieldDescriptionRequiredidAuto-increment integerYesnameContact's full nameYescompanyCompany nameYesemailEmail addressNophonePhone numberNostagePipeline stage (see below)Yesdeal_valueEstimated deal value in USDNosourceHow they found you / you found themNolast_contactDate of last interaction (YYYY-MM-DD)Yesnext_actionWhat to do nextYesnext_action_dateWhen to do it (YYYY-MM-DD)YesnotesFreeform notes, pipe-separated for multipleNocreatedDate added (YYYY-MM-DD)YesupdatedDate last modified (YYYY-MM-DD)Yes
Pipeline Stages
lead — New contact, not yet qualified qualified — Confirmed they have budget, need, and authority meeting — Meeting scheduled or completed proposal — Proposal/quote sent negotiation — Working out terms closed-won — Deal done closed-lost — Didn't work out nurture — Not ready now, stay in touch
Commands
When the user asks you to manage CRM data, handle these actions:
Add a Contact
"Add [name] from [company] to the CRM" → Create a new row, set stage to "lead", set created/updated to today.
Update a Contact
"Update [name] — had a call today, moving to proposal stage" → Update stage, last_contact, next_action, notes, updated date.
Show Pipeline
"Show me my pipeline" / "What's in my CRM?" → Display contacts grouped by stage with deal values.
Follow-up Reminders
"What follow-ups are due?" / "Who should I contact?" → Show contacts where next_action_date ≤ today, sorted by date.
Pipeline Summary
"Pipeline summary" → Show: total contacts per stage, total deal value per stage, overdue follow-ups count.
Search
"Find [name/company]" → Search across name and company fields.
Move Stage
"Move [name] to [stage]" → Update stage and updated date.
Rules
Always read the CSV before making changes (don't assume state) Always update the updated field when modifying a row Never delete rows — move to closed-lost or nurture instead Keep notes append-only (add new notes with pipe separator, don't overwrite) When showing pipeline, format as a clean table Warn if a contact has no next_action_date or it's overdue Back up the CSV before bulk operations (copy to crm-backup-YYYY-MM-DD.csv)
Pipeline Health Checks
Periodically flag: Contacts with no activity in 14+ days Deals stuck in the same stage for 30+ days Missing next actions Leads with no follow-up scheduled
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Category context
Data access, storage, extraction, analysis, reporting, and insight generation.
Source: Tencent SkillHub
Largest current source with strong distribution and engagement signals.
Package contents
Included in package
2 Docs1 Files
- SKILL.md
- README.md
- crm-template.csv