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theshadowrose

Client Tracker

by Shadow Rose · GitHub ↗ · v1.0.2 · MIT-0
cross-platform ✓ Security Clean
512
Downloads
0
Stars
4
Active Installs
3
Versions
Install in OpenClaw
/install client-tracker
Description
Simple CRM for freelancers. Track contacts, projects, invoices, follow-ups, communication history. All through conversation with your agent.
README (SKILL.md)

ClientTracker Freelancer CRM

Simple CRM for freelancers. Track contacts, projects, invoices, follow-ups, communication history. All through conversation with your agent.

Track clients, projects, and money through conversation.

Usage

You: "New client: Acme Corp, contact Sarah at [email protected], 
      website redesign, budget $5000"
Agent: "Added Acme Corp. Project: website redesign ($5,000). 
        Contact: Sarah. Follow-up reminder set for 3 days."

Features

  • Contact management — names, emails, companies, notes
  • Project tracking — status, budget, deadlines, deliverables
  • Invoice tracking — sent, paid, overdue with reminders
  • Follow-up system — "remind me to check in with Sarah next week"
  • Communication log — emails, calls, meetings per client
  • Pipeline view — leads → proposals → active → completed
  • Revenue dashboard — monthly income, outstanding, projections

Pipeline

Lead → Proposal Sent → Negotiating → Active → Completed → Follow-up

⚠️ Disclaimer

This software is provided "AS IS", without warranty of any kind, express or implied.

USE AT YOUR OWN RISK.

  • The author(s) are NOT liable for any damages, losses, or consequences arising from the use or misuse of this software — including but not limited to financial loss, data loss, security breaches, business interruption, or any indirect/consequential damages.
  • This software does NOT constitute financial, legal, trading, or professional advice.
  • Users are solely responsible for evaluating whether this software is suitable for their use case, environment, and risk tolerance.
  • No guarantee is made regarding accuracy, reliability, completeness, or fitness for any particular purpose.
  • The author(s) are not responsible for how third parties use, modify, or distribute this software after purchase.

By downloading, installing, or using this software, you acknowledge that you have read this disclaimer and agree to use the software entirely at your own risk.

DATA DISCLAIMER: This software processes and stores data locally on your system. The author(s) are not responsible for data loss, corruption, or unauthorized access resulting from software bugs, system failures, or user error. Always maintain independent backups of important data. This software does not transmit data externally unless explicitly configured by the user.

Support & Links
🐛 Bug Reports [email protected]
☕ Ko-fi ko-fi.com/theshadowrose
🛒 Gumroad shadowyrose.gumroad.com
🐦 Twitter @TheShadowyRose
🐙 GitHub github.com/TheShadowRose
🧠 PromptBase promptbase.com/profile/shadowrose

Built with OpenClaw — thank you for making this possible.

🛠️ Need something custom? Custom OpenClaw agents & skills starting at $500. If you can describe it, I can build it. → Hire me on Fiverr

Usage Guidance
This skill appears to do what it claims: a small Node.js-based CRM that stores data locally in ./clients/clients.json and does not request secrets or make network calls. Before installing or using it: 1) Review the src/client-tracker.js file yourself (or run it in a sandbox) to confirm behavior; 2) Be aware client data will be stored in plaintext locally — keep backups and consider encrypting sensitive fields if needed; 3) The skill may expose client data to your agent/conversation history — avoid entering highly sensitive secrets into chat; 4) If you plan to run the JS code, ensure the runtime environment has Node.js and run it in an isolated environment if you have security concerns; 5) If you need cloud sync or integrations, implement those explicitly and vet any credentials you provide. Overall this skill is coherent and low-risk, but treat stored client data with normal privacy precautions.
Capability Analysis
Type: OpenClaw Skill Name: client-tracker Version: 1.0.2 The skill is a legitimate local CRM tool for freelancers, managing contacts, projects, and invoices via a local JSON database (clients.json). The code in src/client-tracker.js uses standard Node.js file system modules without any external network calls, obfuscation, or unauthorized system access. All instructions in SKILL.md are consistent with the stated purpose of tracking business data through conversation.
Capability Assessment
✓ Purpose & Capability
Name/description match the implementation. The included src/client-tracker.js implements contacts, projects, invoices, pipeline, search and revenue summary — all coherent with a freelancer CRM. Minor note: the package includes a Node.js source file but the registry metadata declares no required runtime/binaries; this is not a security problem but could affect how/where the skill runs (it requires a Node runtime if the code is to be executed).
✓ Instruction Scope
SKILL.md instructs conversational use and explicitly states data is stored locally and not transmitted unless explicitly configured. The instructions do not ask the agent to read unrelated files, system credentials, or external config paths, nor do they instruct sending data to third-party endpoints.
ℹ Install Mechanism
There is no install spec (lowest risk) and no downloads. The only code is a small local Node.js module. Because there is no install step, nothing is automatically written to disk by an installer — risk is limited to running the JS file if the agent executes it. This is proportionate to the skill's purpose.
✓ Credentials
The skill requires no environment variables, no credentials, and no config paths. The code operates on a local directory (default './clients') and reads/writes clients.json — this aligns with expected behavior for a local CRM and is proportionate.
✓ Persistence & Privilege
The skill is not always-enabled and does not request elevated or persistent platform privileges. It only persists its own data in a local folder (./clients). It does not modify other skills or system-wide settings.
How to Use
  1. Make sure OpenClaw is installed (local or Docker)
  2. Run the install command in chat: /install client-tracker
  3. After installation, invoke the skill by name or use /client-tracker
  4. Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.2
- Version updated to 1.0.2 with no changes to code or documentation. - No functional changes; content and features remain as in the previous release.
v1.0.1
- Fixed a character encoding issue in the skill name ("ClientTracker Freelancer CRM"). - Updated the version number to 1.0.1 in SKILL.md. - No changes to functionality or feature set.
v1.0.0
Initial upload
Metadata
Slug client-tracker
Version 1.0.2
License MIT-0
All-time Installs 4
Active Installs 4
Total Versions 3
Frequently Asked Questions

What is Client Tracker?

Simple CRM for freelancers. Track contacts, projects, invoices, follow-ups, communication history. All through conversation with your agent. It is an AI Agent Skill for Claude Code / OpenClaw, with 512 downloads so far.

How do I install Client Tracker?

Run "/install client-tracker" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.

Is Client Tracker free?

Yes, Client Tracker is completely free, licensed under MIT-0. You can download, install and use it at no cost.

Which platforms does Client Tracker support?

Client Tracker is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).

Who created Client Tracker?

It is built and maintained by Shadow Rose (@theshadowrose); the current version is v1.0.2.

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