Overview

openclaw-crm is a local-first CRM for tracking leads, deals, follow-ups, and pipeline. It uses SQLite with WAL mode for efficient local storage and provides a CLI built on Commander for quick data entry and management.

How This Skill Works

The tool runs as a Node.js CLI. You interact with commands like lead add and deal add to store records locally; data is persisted in a SQLite database using WAL mode, and interchange files in workspace/interchange/crm/ enable cross-agent sharing.

When to Use It

• You want a lightweight, offline-capable CRM on your workstation.
• You manage leads, deals, and follow-ups from the terminal with minimal setup.
• You need to share CRM data with other agents via interchange files.
• You require rapid data entry and retrieval using simple CLI commands.
• You are prototyping a local-first CRM before moving to a cloud-based solution.

Quick Start

1. Step 1: cd skills/crm && npm install
2. Step 2: Run node src/cli.js lead add "John Doe" --email john@example.com
3. Step 3: Generate interchange: node src/cli.js refresh

Best Practices

• Enable SQLite WAL mode for better concurrency and performance.
• Keep interchange files up to date and share the workspace/interchange/crm/ directory.
• Run npm install in skills/crm before first use to install dependencies.
• Verify data with crm lead list or crm deal list before actions.
• Regularly run the refresh command to synchronize interchange data.

Example Use Cases

• Add a new lead: node src/cli.js lead add "John Doe" --email john@example.com
• Create a deal: crm deal add "New Deal" --contact abc123 --value 10000
• List leads: crm lead list
• Refresh interchange: node src/cli.js refresh
• Share data via interchange: copy workspace/interchange/crm/ files to collaborators

Frequently Asked Questions