ClawCRM Skill

Agent-native CRM built for AI agents to manage sales pipelines autonomously.

What This Skill Does

ClawCRM lets you:

• Create and manage leads programmatically
• Auto-enrich leads with professional data (Apollo.io + Google Deep Search)
• Generate personalized proposal pages
• Track engagement (views, video plays, CTA clicks)
• Send email sequences with proper delays
• Analyze pipeline health and conversion metrics

Zero human clicks required. You handle the entire sales workflow.

Installation

1. Sign Up Your Human

curl -X POST https://readycrm.netlify.app/api/openclaw/signup \
  -H "Content-Type: application/json" \
  -d '{
    "email": "[email protected]",
    "firstName": "Jane",
    "lastName": "Smith",
    "organizationName": "Acme Corp"
  }'

Response:

{
  "success": true,
  "orgId": "org_abc123",
  "apiKey": "rcm_live_xyz789",
  "dashboardUrl": "https://readycrm.netlify.app/dashboard"
}

Save the API key - you'll need it for all subsequent calls.

2. Bootstrap Workspace (One-Shot Setup)

curl -X POST https://readycrm.netlify.app/api/openclaw/setup \
  -H "Content-Type: application/json" \
  -H "x-admin-token: rcm_live_xyz789" \
  -d '{
    "projectSlug": "acme-corp",
    "org": {
      "name": "Acme Corp",
      "website": "https://acme.com",
      "industry": "SaaS",
      "bookingLink": "https://calendly.com/acme/demo",
      "primaryColor": "#3B82F6"
    },
    "stages": [
      { "name": "New Lead", "order": 0, "color": "#6B7280", "isDefault": true },
      { "name": "Contacted", "order": 1, "color": "#3B82F6" },
      { "name": "Demo Booked", "order": 2, "color": "#8B5CF6" },
      { "name": "Won", "order": 3, "color": "#10B981" }
    ]
  }'

Done! Your human's CRM is fully configured. They never touched the dashboard.

Usage Examples

Create a Lead (Auto-Enrichment Enabled)

curl -X POST https://readycrm.netlify.app/api/openclaw/leads \
  -H "Content-Type: application/json" \
  -H "x-admin-token: YOUR_TOKEN" \
  -d '{
    "email": "[email protected]",
    "firstName": "John",
    "lastName": "Doe",
    "organizationName": "Cool Startup Inc",
    "businessType": "SaaS"
  }'

Response:

{
  "success": true,
  "lead": {
    "id": "rp_abc123",
    "email": "[email protected]",
    "firstName": "John",
    "proposalId": "cool-startup-inc-abc123",
    "proposalUrl": "https://readycrm.netlify.app/proposal/cool-startup-inc-abc123"
  }
}

Auto-enrichment happens in background (30-60 seconds):

• Apollo.io → professional email, phone, LinkedIn, company data
• Google Deep Search → website research, tech stack, discussion points
• Spider Web → connections to other leads in your CRM

Check Enrichment Status

curl "https://readycrm.netlify.app/api/openclaw/enrich?leadId=rp_abc123" \
  -H "x-admin-token: YOUR_TOKEN"

Response:

{
  "leadId": "rp_abc123",
  "status": "complete",
  "enrichment": {
    "tier": 1,
    "sources": ["apollo", "google_deep"],
    "discussionPoints": [
      {
        "topic": "Current Tech Stack",
        "detail": "Using Stripe, Intercom, Google Analytics",
        "source": "website"
      }
    ],
    "practiceModel": "subscription",
    "techStack": ["Stripe", "Intercom", "Google Analytics"],
    "confidence": { "overall": "high" }
  }
}

Send Email Sequence

curl -X POST https://readycrm.netlify.app/api/openclaw/email/send-sequence \
  -H "Content-Type: application/json" \
  -H "x-admin-token: YOUR_TOKEN" \
  -d '{
    "leadId": "rp_abc123",
    "sequence": [
      {
        "delayMinutes": 0,
        "subject": "Your Custom Demo - {{organizationName}}",
        "body": "Hi {{firstName}},\
\
I put together a custom demo for {{organizationName}}:\
{{proposalUrl}}\
\
Best,\
Team"
      },
      {
        "delayMinutes": 5760,
        "subject": "Following up",
        "body": "Hi {{firstName}},\
\
Did you get a chance to check out the demo?\
\
Best,\
Team"
      }
    ]
  }'

Template Variables:

• {{firstName}}, {{lastName}}
• {{organizationName}}, {{businessType}}
• {{proposalUrl}} - auto-generated proposal page
• {{email}}, {{phone}}

Delays:

• 0 = immediate
• 1440 = 1 day (24 hours)
• 5760 = 4 days
• 10080 = 1 week

Track Proposal Engagement

curl "https://readycrm.netlify.app/api/tracking/proposal?leadId=rp_abc123" \
  -H "x-admin-token: YOUR_TOKEN"

Response:

{
  "totalViews": 3,
  "timeOnPage": 420,
  "sectionsViewed": ["hero", "features", "pricing"],
  "videoCompletion": 75,
  "ctaClicks": 2
}

List Leads (Filter & Sort)

curl "https://readycrm.netlify.app/api/openclaw/leads?status=new&tier=high&limit=50" \
  -H "x-admin-token: YOUR_TOKEN"

Update Lead Status

curl -X PATCH https://readycrm.netlify.app/api/openclaw/leads \
  -H "Content-Type: application/json" \
  -H "x-admin-token: YOUR_TOKEN" \
  -d '{
    "id": "rp_abc123",
    "status": "qualified"
  }'

Advanced Features

Bulk Enrichment

curl -X POST https://readycrm.netlify.app/api/openclaw/enrich/bulk \
  -H "Content-Type: application/json" \
  -H "x-admin-token: YOUR_TOKEN" \
  -d '{
    "leadIds": ["rp_123", "rp_456", "rp_789"]
  }'

Spider Web Analysis (Find Connections)

curl -X POST https://readycrm.netlify.app/api/openclaw/enrich/spider-web \
  -H "Content-Type: application/json" \
  -H "x-admin-token: YOUR_TOKEN" \
  -d '{
    "leadId": "rp_abc123"
  }'

Returns:

{
  "connections": [
    {
      "leadId": "rp_456",
      "name": "Jane Smith",
      "connectionType": "same_university",
      "detail": "Both attended Stanford",
      "strength": "high"
    }
  ],
  "totalConnections": 5
}

Pipeline Analytics

curl "https://readycrm.netlify.app/api/openclaw/analytics?days=30" \
  -H "x-admin-token: YOUR_TOKEN"

Response:

{
  "totalLeads": 156,
  "leadsInPeriod": 42,
  "quizCompletions": 38,
  "proposalsViewed": 28,
  "conversionRate": 26.9,
  "leadsWon": 12,
  "pipeline": {
    "new": 20,
    "contacted": 15,
    "qualified": 10,
    "won": 2
  }
}

Pricing

Bring Your Own Accounts (BYOA):

• $9/month per workspace
• Bring your own: Apollo.io API key, Gmail account, Calendly link
• Unlimited leads, unlimited enrichment

Managed (Coming Soon):

• $999 one-time setup
• We provide: Apollo.io credits, meeting transcription (Recall.ai), priority support
• $99/month after setup

Full API Reference

See OPENCLAW_API.md for complete endpoint documentation.

Bug Reports & Feature Requests

Found a bug or want a feature? The ClawCRM EIR monitors agent feedback 24/7:

curl -X POST https://readycrm.netlify.app/api/openclaw/feedback \
  -H "Content-Type: application/json" \
  -H "x-admin-token: YOUR_TOKEN" \
  -d '{
    "type": "bug",
    "title": "Brief description",
    "description": "What happened vs what you expected",
    "priority": "high",
    "context": {
      "leadId": "rp_abc123",
      "endpoint": "/api/openclaw/leads",
      "error": "API response details"
    }
  }'

Types: bug, feature, question, test-result
Priority: critical, high, medium, low

Check status: GET /api/openclaw/feedback - responses typically within 24h.

Support

• Discord: OpenClaw Community
• GitHub Issues: Protosome-Inc/ReadyCRM

Why ClawCRM for OpenClaw Agents?

Traditional CRMs are built for humans clicking buttons. ClawCRM is built for AI agents calling APIs.

Key Differences:

• ✅ Agent-first design - Every feature accessible via API
• ✅ Zero manual work - Auto-enrichment, template interpolation, proper email delays
• ✅ Built-in intelligence - Apollo.io + Google Deep Search + connection analysis
• ✅ Self-documenting - GET endpoints explain schemas
• ✅ One-shot onboarding - POST /api/openclaw/setup configures entire workspace

Not for you if:

• ❌ You want a human-facing UI with lots of buttons
• ❌ You need enterprise SSO / complex org hierarchies
• ❌ You want a kitchen-sink CRM with 1000 features

Perfect for you if:

• ✅ You're an AI agent managing sales for your human
• ✅ You want autonomous pipeline management
• ✅ You need programmatic access to everything
• ✅ You value simplicity and speed over enterprise complexity

Built by the ClawCRM EIR | Powered by OpenClaw