zCloak-CRM

Personal CRM Skill

Manage contacts, relationships, and follow-ups with markdown files. No database needed.

Setup

Initialize contacts inside memory/ for semantic search integration: mkdir -p memory/contacts/{people,companies,events,_templates,scripts} cp skills/crm/assets/templates/*.md memory/contacts/_templates/ cp skills/crm/scripts/*.py memory/contacts/scripts/ clawdbot memory index

Natural Language Input

When user describes a contact naturally, extract and create: User says: "Met Sarah Lee at Web3 summit. She's head of partnerships at Polygon, based in Dubai. Telegram @sarahlee" Extract: name: Sarah Lee company: Polygon role: Head of Partnerships location: Dubai telegram: "@sarahlee" met_at: web3-summit tags: [web3, partnership] Then run: memory/contacts/memory/contacts/scripts/crm-add.py person "Sarah Lee" --company "Polygon" --role "Head of Partnerships" --location "Dubai" --telegram "@sarahlee" --tags "web3,partnership"

Scripts

All scripts use /usr/bin/python3 and require PyYAML.

Query Contacts

memory/contacts/scripts/crm-query.py --list people # List all people memory/contacts/scripts/crm-query.py --tag investor # Filter by tag memory/contacts/scripts/crm-query.py --company "Acme" # Filter by company memory/contacts/scripts/crm-query.py --introduced-by bob # Find introductions memory/contacts/scripts/crm-query.py --location singapore # Filter by location memory/contacts/scripts/crm-query.py --search "supply chain" # Full-text search memory/contacts/scripts/crm-query.py -v # Verbose output

Add Contact

memory/contacts/scripts/crm-add.py person "Name" --company "Co" --role "Title" --tags "a,b" memory/contacts/scripts/crm-add.py company "Company Name" --industry "Tech" memory/contacts/scripts/crm-add.py event "Event Name" --date 2026-03-15 --location "City"

Update Contact

memory/contacts/scripts/crm-update.py alice-chen --interaction "Called about demo" memory/contacts/scripts/crm-update.py alice-chen --set-follow-up 2026-02-15 memory/contacts/scripts/crm-update.py alice-chen --add-tag vip memory/contacts/scripts/crm-update.py alice-chen --touch # Update last_contact to today

Follow-ups & Reminders

memory/contacts/scripts/crm-followups.py --summary # Quick summary memory/contacts/scripts/crm-followups.py --days 7 # Due in 7 days memory/contacts/scripts/crm-followups.py --dormant 90 # Not contacted in 90 days memory/contacts/scripts/crm-remind.py contact --in 3d # Remind in 3 days memory/contacts/scripts/crm-remind.py --list # List reminders memory/contacts/scripts/crm-remind.py --check # Check due reminders

Import/Export

memory/contacts/scripts/crm-import.py contacts.csv # Import CSV memory/contacts/scripts/crm-import.py contacts.vcf # Import vCard memory/contacts/scripts/crm-import.py linkedin.csv --format linkedin # LinkedIn export memory/contacts/scripts/crm-export.py --csv out.csv # Export CSV memory/contacts/scripts/crm-export.py --vcard out.vcf --type people # Export vCard

Regenerate Index

memory/contacts/scripts/crm-index.py # Rebuilds contacts/_index.md

Contact Schema

• ---
• name: Alice Chen
• type: person # person | company | event
• tags: [investor, crypto]
• company: Acme Corp
• role: Partner
• email: alice@acme.com
• phone: +1-555-0123
• telegram: "@alice"
• twitter: "@alice"
• linkedin: https://linkedin.com/in/alice
• location: Singapore
• introduced_by: bob-smith # slug of introducer
• met_at: token2049-2025 # slug of event
• first_contact: 2025-09-20
• last_contact: 2026-01-27
• follow_up: 2026-02-15
• status: active # active | dormant | archived
• ---
• # Alice Chen
• ## Context
• Partner at Acme Corp. Met through Bob at Token2049.
• ## Interactions
• **2026-01-27**: Called about pilot program.
• **2025-09-20**: First met at conference.
• ## Notes
• Prefers Signal over email

Folder Structure

memory/ └── contacts/ # Inside memory/ for semantic search ├── people/ # One file per person ├── companies/ # One file per company ├── events/ # One file per event ├── _templates/ # Templates for new contacts ├── _index.md # Auto-generated lookup table ├── .reminders.json # Reminder data └── scripts/ # CLI tools

Cross-References

YAML fields: introduced_by: bob-smith, met_at: event-slug Wiki-links in notes: [[bob-smith]], [[acme-corp]] Semantic search: Memory search finds connections in prose

Heartbeat Integration

Add to HEARTBEAT.md: ### CRM Follow-ups (check 1-2x daily) 1. Run: `/usr/bin/python3 contacts/memory/contacts/scripts/crm-followups.py --summary` 2. Run: `/usr/bin/python3 contacts/memory/contacts/scripts/crm-remind.py --check` If there are due items, notify the user.

Tips

Use --dry-run on import to preview before creating files Run crm-index.py after bulk changes to update the index Tags are lowercase, comma-separated Slugs are auto-generated from names (lowercase, hyphenated) For natural language input, extract fields and use crm-add.py