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在 OpenClaw 中安装
/install crm-manager
功能描述
Manages a local CSV-based CRM with pipeline tracking
使用说明 (SKILL.md)
CRM Manager
You manage a lightweight CRM stored as a local CSV file. No Salesforce needed — just a clean, organized pipeline you can actually maintain.
CRM File Location
Default: crm.csv in the workspace. Create from crm-template.csv if it doesn't exist.
CSV Structure
id,name,company,email,phone,stage,deal_value,source,last_contact,next_action,next_action_date,notes,created,updated
Fields
| Field | Description | Required |
|---|---|---|
| id | Auto-increment integer | Yes |
| name | Contact's full name | Yes |
| company | Company name | Yes |
| Email address | No | |
| phone | Phone number | No |
| stage | Pipeline stage (see below) | Yes |
| deal_value | Estimated deal value in USD | No |
| source | How they found you / you found them | No |
| last_contact | Date of last interaction (YYYY-MM-DD) | Yes |
| next_action | What to do next | Yes |
| next_action_date | When to do it (YYYY-MM-DD) | Yes |
| notes | Freeform notes, pipe-separated for multiple | No |
| created | Date added (YYYY-MM-DD) | Yes |
| updated | Date last modified (YYYY-MM-DD) | Yes |
Pipeline Stages
- lead — New contact, not yet qualified
- qualified — Confirmed they have budget, need, and authority
- meeting — Meeting scheduled or completed
- proposal — Proposal/quote sent
- negotiation — Working out terms
- closed-won — Deal done
- closed-lost — Didn't work out
- nurture — Not ready now, stay in touch
Commands
When the user asks you to manage CRM data, handle these actions:
Add a Contact
"Add [name] from [company] to the CRM" → Create a new row, set stage to "lead", set created/updated to today.
Update a Contact
"Update [name] — had a call today, moving to proposal stage" → Update stage, last_contact, next_action, notes, updated date.
Show Pipeline
"Show me my pipeline" / "What's in my CRM?" → Display contacts grouped by stage with deal values.
Follow-up Reminders
"What follow-ups are due?" / "Who should I contact?" → Show contacts where next_action_date ≤ today, sorted by date.
Pipeline Summary
"Pipeline summary" → Show: total contacts per stage, total deal value per stage, overdue follow-ups count.
Search
"Find [name/company]" → Search across name and company fields.
Move Stage
"Move [name] to [stage]" → Update stage and updated date.
Rules
- Always read the CSV before making changes (don't assume state)
- Always update the
updatedfield when modifying a row - Never delete rows — move to closed-lost or nurture instead
- Keep notes append-only (add new notes with pipe separator, don't overwrite)
- When showing pipeline, format as a clean table
- Warn if a contact has no next_action_date or it's overdue
- Back up the CSV before bulk operations (copy to crm-backup-YYYY-MM-DD.csv)
Pipeline Health Checks
Periodically flag:
- Contacts with no activity in 14+ days
- Deals stuck in the same stage for 30+ days
- Missing next actions
- Leads with no follow-up scheduled
安全使用建议
This skill is instruction-only and operates on a local crm.csv in your workspace (creates backups like crm-backup-YYYY-MM-DD.csv). Before installing or using it: (1) ensure the workspace location is appropriate for storing any contact data you plan to manage (avoid placing sensitive PII there unencrypted), (2) keep your own backups and check the backup files the first time it runs, and (3) if you run agents with elevated file access or automated scheduling, be aware the agent will read and modify crm.csv and create backup files in the workspace. Otherwise the skill’s behavior is coherent and limited to local file-based CRM tasks.
功能分析
Type: OpenClaw Skill
Name: crm-manager
Version: 1.0.0
The skill bundle is benign. All instructions in SKILL.md and content in other files are consistent with the stated purpose of managing a local CSV-based CRM. The agent is instructed to read and write to `crm.csv` and create backup files (`crm-backup-YYYY-MM-DD.csv`), which are necessary file system operations for its functionality. There is no evidence of data exfiltration, arbitrary command execution, persistence mechanisms, or malicious prompt injection attempts against the agent. The external URL in README.md is a promotional link for human users, not an instruction for the agent.
能力评估
Purpose & Capability
Name and description match the provided SKILL.md: a lightweight local CSV CRM. The skill requests no credentials, binaries, or installs and the included template and instructions are proportionate to a CSV-based CRM.
Instruction Scope
Instructions are limited to reading/updating a workspace crm.csv, appending notes, updating timestamps, and making backups (crm-backup-YYYY-MM-DD.csv). These are appropriate for the stated purpose. The skill will read and write files in the workspace and perform backups before bulk operations — users should expect local file I/O and ensure the workspace file contains data they are comfortable having the agent access.
Install Mechanism
No install spec or code is included (instruction-only), so nothing will be downloaded or written to disk by an installer. This is the lowest-risk install profile.
Credentials
The skill declares no environment variables, credentials, or config paths and the SKILL.md does not reference any secrets or external APIs. No disproportionate access to secrets or unrelated services is required.
Persistence & Privilege
always is false and the skill does not request persistent system-wide changes or modify other skills. It will read and write files in the agent workspace only, which is appropriate for its function.
如何使用
- 确保已安装 OpenClaw（本地或 Docker 部署）
- 在对话框中输入安装命令：
/install crm-manager - 安装完成后，直接呼叫该 Skill 的名称或使用
/crm-manager触发 - 根据 Skill 的参数说明提供必要输入，即可获得结构化输出
版本历史
v1.0.0
Initial release of CRM Manager – simple CSV-based contact and pipeline management.
- Add, update, and search CRM contacts using natural language commands.
- Track pipeline stages, deal values, follow-up reminders, and next actions.
- Summarize pipeline health with contact and deal value stats, and overdue follow-ups.
- Auto-create the CRM file if missing, and back up data before bulk changes.
- Enforce safe editing rules: never delete contacts, always update timestamps, and keep notes append-only.
元数据
常见问题
CRM Manager 是什么？
Manages a local CSV-based CRM with pipeline tracking. 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件，目前累计下载 1896 次。
如何安装 CRM Manager？
在 OpenClaw 或 Claude Code 对话框中运行命令「/install crm-manager」即可一键安装，无需额外配置。
CRM Manager 是免费的吗？
是的，CRM Manager 完全免费（开源免费），可自由下载、安装和使用。
CRM Manager 支持哪些平台？
CRM Manager 跨平台运行，可在任意部署了 OpenClaw / Claude Code 的环境中使用（cross-platform）。
谁开发了 CRM Manager？
由 1kalin（@1kalin）开发并维护，当前版本 v1.0.0。
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