# Send CRM Manager to your agent Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually. ## Fast path - Download the package from Yavira. - Extract it into a folder your agent can access. - Paste one of the prompts below and point your agent at the extracted folder. ## Suggested prompts ### New install ```text I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete. ``` ### Upgrade existing ```text I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Then review README.md for any prerequisites, environment setup, or post-install checks. Summarize what changed and any follow-up checks I should run. ``` ## Machine-readable fields ```json { "schemaVersion": "1.0", "item": { "slug": "crm-manager", "name": "CRM Manager", "source": "tencent", "type": "skill", "category": "其他", "sourceUrl": "https://clawhub.ai/1kalin/crm-manager", "canonicalUrl": "https://clawhub.ai/1kalin/crm-manager", "targetPlatform": "OpenClaw" }, "install": { "downloadUrl": "/downloads/crm-manager", "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=crm-manager", "sourcePlatform": "tencent", "targetPlatform": "OpenClaw", "packageFormat": "ZIP package", "primaryDoc": "SKILL.md", "includedAssets": [ "README.md", "SKILL.md", "crm-template.csv" ], "downloadMode": "redirect", "sourceHealth": { "source": "tencent", "status": "healthy", "reason": "direct_download_ok", "recommendedAction": "download", "checkedAt": "2026-04-23T16:43:11.935Z", "expiresAt": "2026-04-30T16:43:11.935Z", "httpStatus": 200, "finalUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=4claw-imageboard", "contentType": "application/zip", "probeMethod": "head", "details": { "probeUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=4claw-imageboard", "contentDisposition": "attachment; filename=\"4claw-imageboard-1.0.1.zip\"", "redirectLocation": null, "bodySnippet": null }, "scope": "source", "summary": "Source download looks usable.", "detail": "Yavira can redirect you to the upstream package for this source.", "primaryActionLabel": "Download for OpenClaw", "primaryActionHref": "/downloads/crm-manager" }, "validation": { "installChecklist": [ "Use the Yavira download entry.", "Review SKILL.md after the package is downloaded.", "Confirm the extracted package contains the expected setup assets." ], "postInstallChecks": [ "Confirm the extracted package includes the expected docs or setup files.", "Validate the skill or prompts are available in your target agent workspace.", "Capture any manual follow-up steps the agent could not complete." ] } }, "links": { "detailUrl": "https://openagent3.xyz/skills/crm-manager", "downloadUrl": "https://openagent3.xyz/downloads/crm-manager", "agentUrl": "https://openagent3.xyz/skills/crm-manager/agent", "manifestUrl": "https://openagent3.xyz/skills/crm-manager/agent.json", "briefUrl": "https://openagent3.xyz/skills/crm-manager/agent.md" } } ``` ## 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 ## Trust - Source: tencent - Verification: Indexed source record - Publisher: 1kalin - Version: 1.0.0 ## Source health - Status: healthy - Source download looks usable. - Yavira can redirect you to the upstream package for this source. - Health scope: source - Reason: direct_download_ok - Checked at: 2026-04-23T16:43:11.935Z - Expires at: 2026-04-30T16:43:11.935Z - Recommended action: Download for OpenClaw ## Links - [Detail page](https://openagent3.xyz/skills/crm-manager) - [Send to Agent page](https://openagent3.xyz/skills/crm-manager/agent) - [JSON manifest](https://openagent3.xyz/skills/crm-manager/agent.json) - [Markdown brief](https://openagent3.xyz/skills/crm-manager/agent.md) - [Download page](https://openagent3.xyz/downloads/crm-manager)