# Send CRM 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. 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. Summarize what changed and any follow-up checks I should run. ``` ## Machine-readable fields ```json { "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": { "downloadUrl": "/downloads/crm", "sourceDownloadUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=crm", "sourcePlatform": "tencent", "targetPlatform": "OpenClaw", "packageFormat": "ZIP package", "primaryDoc": "SKILL.md", "includedAssets": [ "SKILL.md" ], "downloadMode": "redirect", "sourceHealth": { "source": "tencent", "slug": "crm", "status": "healthy", "reason": "direct_download_ok", "recommendedAction": "download", "checkedAt": "2026-04-29T04:40:11.417Z", "expiresAt": "2026-05-06T04:40:11.417Z", "httpStatus": 200, "finalUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=crm", "contentType": "application/zip", "probeMethod": "head", "details": { "probeUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=crm", "contentDisposition": "attachment; filename=\"crm-1.0.0.zip\"", "redirectLocation": null, "bodySnippet": null, "slug": "crm" }, "scope": "item", "summary": "Item download looks usable.", "detail": "Yavira can redirect you to the upstream package for this item.", "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." ] } }, "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" } } ``` ## Documentation ### First Interaction Ask what they're tracking: clients, leads, investors, job contacts, networking — context shapes schema Ask their technical comfort: spreadsheets, JSON, databases — determines starting format Create ~/crm/ folder as the single source of truth ### Start With Files, Not Apps JSON or CSV for first version — validate data model before adding complexity Single file contacts.json initially — resist creating multiple files until needed Don't suggest web app until they've used files for at least a week Don't suggest database until files feel slow or limiting ### Minimal Contact Schema id, name, email, company, phone, notes, tags, created, updated — nothing more initially tags array over rigid categories — flexible, no schema changes needed notes field is often the most valuable — encourage freeform context Generate UUID for id, not auto-increment — survives merges and imports ### When To Add Interactions File User asks "when did I last talk to X" — signal they need history Separate file linked by contact_id — not nested in contact object type field (note/email/call/meeting) enables filtering later Always include date — timeline view is essential ### When To Add Companies File Multiple contacts at same company — signal to separate Many-to-many: one person can work at multiple companies over time company_id in contacts, not company name duplication ### When To Add Deals/Opportunities User mentions "pipeline", "stage", "close date", "deal value" Link to contact_id and optionally company_id Stages as simple string field initially — don't over-engineer state machine ### SQLite Migration Triggers File operations feel slow (>100 contacts typically) User wants to query/filter in complex ways Multiple users need access (SQLite handles concurrent reads) Offer to write migration script — don't force manual re-entry ### Progressive Timeline Week 1: contacts file only, prove they'll use it Week 2: add interactions when they want history Week 3: add tags, search helper script Month 2: companies file if needed Month 3: deals file if tracking opportunities Only then: consider web UI or more complex tooling ### What NOT To Suggest Early Web application — massive scope increase, validate data model first Email sync/integration — suggest BCC/forward workflow, much simpler Calendar integration — manual logging is fine initially Authentication — single-user local CRM doesn't need it Mobile app — sync complexity not worth it early ### Helper Scripts Worth Offering Quick add from command line — reduces friction Search across all files — grep/jq one-liner Backup to timestamped zip — essential before migrations Export to CSV — for users who want spreadsheet view ### Data Integrity Habits Backup before any bulk edit or migration Check for duplicate emails before adding contact Validate email format on entry Keep created/updated timestamps — debugging lifesaver ### Sync When Asked Cloud folder (Dropbox/iCloud/Drive) for multi-device — simplest Git repo for version history — good for technical users Don't suggest complex sync solutions until files prove insufficient ## Trust - Source: tencent - Verification: Indexed source record - Publisher: ivangdavila - Version: 1.0.0 ## Source health - Status: healthy - Item download looks usable. - Yavira can redirect you to the upstream package for this item. - Health scope: item - Reason: direct_download_ok - Checked at: 2026-04-29T04:40:11.417Z - Expires at: 2026-05-06T04:40:11.417Z - Recommended action: Download for OpenClaw ## Links - [Detail page](https://openagent3.xyz/skills/crm) - [Send to Agent page](https://openagent3.xyz/skills/crm/agent) - [JSON manifest](https://openagent3.xyz/skills/crm/agent.json) - [Markdown brief](https://openagent3.xyz/skills/crm/agent.md) - [Download page](https://openagent3.xyz/downloads/crm)