{
  "schemaVersion": "1.0",
  "item": {
    "slug": "crm",
    "name": "CRM",
    "source": "tencent",
    "type": "skill",
    "category": "内容创作",
    "sourceUrl": "https://clawhub.ai/ivangdavila/crm",
    "canonicalUrl": "https://clawhub.ai/ivangdavila/crm",
    "targetPlatform": "OpenClaw"
  },
  "install": {
    "downloadMode": "redirect",
    "downloadUrl": "/downloads/crm",
    "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=crm",
    "sourcePlatform": "tencent",
    "targetPlatform": "OpenClaw",
    "installMethod": "Manual import",
    "extraction": "Extract archive",
    "prerequisites": [
      "OpenClaw"
    ],
    "packageFormat": "ZIP package",
    "includedAssets": [
      "SKILL.md"
    ],
    "primaryDoc": "SKILL.md",
    "quickSetup": [
      "Download the package from Yavira.",
      "Extract the archive and review SKILL.md first.",
      "Import or place the package into your OpenClaw setup."
    ],
    "agentAssist": {
      "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.",
      "steps": [
        "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."
      ],
      "prompts": [
        {
          "label": "New install",
          "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Tell me what you changed and call out any manual steps you could not complete."
        },
        {
          "label": "Upgrade existing",
          "body": "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. Summarize what changed and any follow-up checks I should run."
        }
      ]
    },
    "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"
    },
    "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."
      ]
    },
    "downloadPageUrl": "https://openagent3.xyz/downloads/crm",
    "agentPageUrl": "https://openagent3.xyz/skills/crm/agent",
    "manifestUrl": "https://openagent3.xyz/skills/crm/agent.json",
    "briefUrl": "https://openagent3.xyz/skills/crm/agent.md"
  },
  "agentAssist": {
    "summary": "Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.",
    "steps": [
      "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."
    ],
    "prompts": [
      {
        "label": "New install",
        "body": "I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Tell me what you changed and call out any manual steps you could not complete."
      },
      {
        "label": "Upgrade existing",
        "body": "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. Summarize what changed and any follow-up checks I should run."
      }
    ]
  },
  "documentation": {
    "source": "clawhub",
    "primaryDoc": "SKILL.md",
    "sections": [
      {
        "title": "First Interaction",
        "body": "Ask what they're tracking: clients, leads, investors, job contacts, networking — context shapes schema\nAsk their technical comfort: spreadsheets, JSON, databases — determines starting format\nCreate ~/crm/ folder as the single source of truth"
      },
      {
        "title": "Start With Files, Not Apps",
        "body": "JSON or CSV for first version — validate data model before adding complexity\nSingle file contacts.json initially — resist creating multiple files until needed\nDon't suggest web app until they've used files for at least a week\nDon't suggest database until files feel slow or limiting"
      },
      {
        "title": "Minimal Contact Schema",
        "body": "id, name, email, company, phone, notes, tags, created, updated — nothing more initially\ntags array over rigid categories — flexible, no schema changes needed\nnotes field is often the most valuable — encourage freeform context\nGenerate UUID for id, not auto-increment — survives merges and imports"
      },
      {
        "title": "When To Add Interactions File",
        "body": "User asks \"when did I last talk to X\" — signal they need history\nSeparate file linked by contact_id — not nested in contact object\ntype field (note/email/call/meeting) enables filtering later\nAlways include date — timeline view is essential"
      },
      {
        "title": "When To Add Companies File",
        "body": "Multiple contacts at same company — signal to separate\nMany-to-many: one person can work at multiple companies over time\ncompany_id in contacts, not company name duplication"
      },
      {
        "title": "When To Add Deals/Opportunities",
        "body": "User mentions \"pipeline\", \"stage\", \"close date\", \"deal value\"\nLink to contact_id and optionally company_id\nStages as simple string field initially — don't over-engineer state machine"
      },
      {
        "title": "SQLite Migration Triggers",
        "body": "File operations feel slow (>100 contacts typically)\nUser wants to query/filter in complex ways\nMultiple users need access (SQLite handles concurrent reads)\nOffer to write migration script — don't force manual re-entry"
      },
      {
        "title": "Progressive Timeline",
        "body": "Week 1: contacts file only, prove they'll use it\nWeek 2: add interactions when they want history\nWeek 3: add tags, search helper script\nMonth 2: companies file if needed\nMonth 3: deals file if tracking opportunities\nOnly then: consider web UI or more complex tooling"
      },
      {
        "title": "What NOT To Suggest Early",
        "body": "Web application — massive scope increase, validate data model first\nEmail sync/integration — suggest BCC/forward workflow, much simpler\nCalendar integration — manual logging is fine initially\nAuthentication — single-user local CRM doesn't need it\nMobile app — sync complexity not worth it early"
      },
      {
        "title": "Helper Scripts Worth Offering",
        "body": "Quick add from command line — reduces friction\nSearch across all files — grep/jq one-liner\nBackup to timestamped zip — essential before migrations\nExport to CSV — for users who want spreadsheet view"
      },
      {
        "title": "Data Integrity Habits",
        "body": "Backup before any bulk edit or migration\nCheck for duplicate emails before adding contact\nValidate email format on entry\nKeep created/updated timestamps — debugging lifesaver"
      },
      {
        "title": "Sync When Asked",
        "body": "Cloud folder (Dropbox/iCloud/Drive) for multi-device — simplest\nGit repo for version history — good for technical users\nDon't suggest complex sync solutions until files prove insufficient"
      }
    ],
    "body": "First Interaction\nAsk what they're tracking: clients, leads, investors, job contacts, networking — context shapes schema\nAsk their technical comfort: spreadsheets, JSON, databases — determines starting format\nCreate ~/crm/ folder as the single source of truth\nStart With Files, Not Apps\nJSON or CSV for first version — validate data model before adding complexity\nSingle file contacts.json initially — resist creating multiple files until needed\nDon't suggest web app until they've used files for at least a week\nDon't suggest database until files feel slow or limiting\nMinimal Contact Schema\nid, name, email, company, phone, notes, tags, created, updated — nothing more initially\ntags array over rigid categories — flexible, no schema changes needed\nnotes field is often the most valuable — encourage freeform context\nGenerate UUID for id, not auto-increment — survives merges and imports\nWhen To Add Interactions File\nUser asks \"when did I last talk to X\" — signal they need history\nSeparate file linked by contact_id — not nested in contact object\ntype field (note/email/call/meeting) enables filtering later\nAlways include date — timeline view is essential\nWhen To Add Companies File\nMultiple contacts at same company — signal to separate\nMany-to-many: one person can work at multiple companies over time\ncompany_id in contacts, not company name duplication\nWhen To Add Deals/Opportunities\nUser mentions \"pipeline\", \"stage\", \"close date\", \"deal value\"\nLink to contact_id and optionally company_id\nStages as simple string field initially — don't over-engineer state machine\nSQLite Migration Triggers\nFile operations feel slow (>100 contacts typically)\nUser wants to query/filter in complex ways\nMultiple users need access (SQLite handles concurrent reads)\nOffer to write migration script — don't force manual re-entry\nProgressive Timeline\nWeek 1: contacts file only, prove they'll use it\nWeek 2: add interactions when they want history\nWeek 3: add tags, search helper script\nMonth 2: companies file if needed\nMonth 3: deals file if tracking opportunities\nOnly then: consider web UI or more complex tooling\nWhat NOT To Suggest Early\nWeb application — massive scope increase, validate data model first\nEmail sync/integration — suggest BCC/forward workflow, much simpler\nCalendar integration — manual logging is fine initially\nAuthentication — single-user local CRM doesn't need it\nMobile app — sync complexity not worth it early\nHelper Scripts Worth Offering\nQuick add from command line — reduces friction\nSearch across all files — grep/jq one-liner\nBackup to timestamped zip — essential before migrations\nExport to CSV — for users who want spreadsheet view\nData Integrity Habits\nBackup before any bulk edit or migration\nCheck for duplicate emails before adding contact\nValidate email format on entry\nKeep created/updated timestamps — debugging lifesaver\nSync When Asked\nCloud folder (Dropbox/iCloud/Drive) for multi-device — simplest\nGit repo for version history — good for technical users\nDon't suggest complex sync solutions until files prove insufficient"
  },
  "trust": {
    "sourceLabel": "tencent",
    "provenanceUrl": "https://clawhub.ai/ivangdavila/crm",
    "publisherUrl": "https://clawhub.ai/ivangdavila/crm",
    "owner": "ivangdavila",
    "version": "1.0.0",
    "license": null,
    "verificationStatus": "Indexed source record"
  },
  "links": {
    "detailUrl": "https://openagent3.xyz/skills/crm",
    "downloadUrl": "https://openagent3.xyz/downloads/crm",
    "agentUrl": "https://openagent3.xyz/skills/crm/agent",
    "manifestUrl": "https://openagent3.xyz/skills/crm/agent.json",
    "briefUrl": "https://openagent3.xyz/skills/crm/agent.md"
  }
}