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Install in OpenClaw
/install crm-management
Description
提供CRM管理的可落地指南与SOP。在开展CRM管理相关工作时调用。
README (SKILL.md)
CRM管理 (crm-management)
数据模型
- 用户基本信息、行为事件、订单与售后、渠道来源、生命周期阶段。
分层与运营
- RFM分层、AIPL模型；场景化触达（欢迎、激活、留存、召回、挽回）。
自动化
- 触发式消息：下单未支付、评价邀请、流失预警；多渠道（短信/邮件/企微）。
指标
- 活跃率、留存率、复购率、CLV、消息到达率与转化率。
合规
- 明示授权与退订机制；敏感信息加密与权限分级。
生成日期：2026-03-17
Usage Guidance
This skill is a static set of CRM guidelines/SOPs and appears internally consistent and low-risk. Before relying on it in production: (1) verify the skill's author/source if you need vetted, organization-specific procedures; (2) when you implement automation from these guidelines, ensure any integrations (email/SMS/enterprise IM, databases) use least-privilege credentials and secure storage — the skill itself does not provide or request those; (3) validate compliance and data-protection steps (consent, encryption, retention) against your local regulations and internal policies; (4) if you need the agent to perform real CRM actions, prefer a skill that explicitly declares required API keys and integration endpoints so you can review them.
Capability Analysis
Type: OpenClaw Skill
Name: crm-management
Version: 0.1.0
The skill bundle contains purely informational guidelines and standard operating procedures (SOPs) for CRM management. It includes data models, segmentation strategies, and compliance reminders without any executable code, network requests, or suspicious instructions. Files analyzed: SKILL.md and _meta.json.
Capability Assessment
Purpose & Capability
Name and description claim CRM management guidance; the SKILL.md contains CRM data models, segmentation, automation patterns, metrics, and compliance notes which align with that purpose. No unrelated dependencies or credentials are requested.
Instruction Scope
SKILL.md is high-level guidance/SOP text only. It does not direct the agent to run commands, read files, access environment variables, or transmit data to third-party endpoints. It stays within the stated purpose.
Install Mechanism
No install spec and no code files — instruction-only skill. Nothing will be downloaded or written to disk by installation.
Credentials
The skill declares no required environment variables, credentials, or config paths. That is proportionate to its stated role as a documentation/SOP helper.
Persistence & Privilege
always is false and the skill does not request elevated or persistent system presence. Autonomous invocations are permitted by default but are not combined with broad access or hidden capabilities.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install crm-management - After installation, invoke the skill by name or use
/crm-management - Provide required inputs per the skill's parameter spec and get structured output
Version History
v0.1.0
Initial release of CRM管理 skill.
- 提供CRM管理的可落地指南与SOP。
- 覆盖数据模型、分层与运营、自动化、关键指标和合规要求。
- 支持常见消息场景与多渠道触达。
- 强调用户隐私与数据安全管理。
Metadata
Frequently Asked Questions
What is CRM?
提供CRM管理的可落地指南与SOP。在开展CRM管理相关工作时调用。 It is an AI Agent Skill for Claude Code / OpenClaw, with 469 downloads so far.
How do I install CRM?
Run "/install crm-management" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is CRM free?
Yes, CRM is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does CRM support?
CRM is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created CRM?
It is built and maintained by ClawKK (@codekungfu); the current version is v0.1.0.
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