什么是 CRM 个人关系管理器？

CRM 技能将您的本地记忆转化为一个精密的关系管理系统。通过利用 Markdown 文件和 Python 脚本，它允许用户轻松跟踪人员、公司和事件。该工具在 Openclaw Skills 中脱颖而出，因为它为网络和潜在客户管理提供了一种隐私优先、无需数据库的方法。它与语义搜索工具无缝集成，确保您的联系人数据在 AI 代理环境中始终可发现且可操作。

该技能专为偏好文本工作流的高级用户设计，使您能够为网络中的每个人维护丰富的互动历史和背景。无论您是在管理销售线索还是跟踪个人介绍，该技能通过提供结构化元数据和自动提醒钩子，确保任何关系都不会冷淡。

下载入口:https://github.com/openclaw/skills/tree/main/skills/xz-cn/clawdbot-crm-skill

安装与下载

1. ClawHub CLI

从源直接安装技能的最快方式。

2. 手动安装

将技能文件夹复制到以下位置之一

优先级：工作区 > 本地 > 内置

3. 提示词安装

将此提示词复制到 OpenClaw 即可自动安装。

CRM 个人关系管理器 应用场景

• 跟踪专业网络潜在客户和活动互动。
• 为休眠联系人自动执行跟进提醒。
• 按行业、地点或自定义标签整理联系人。
• 将领英或 vCard 中的现有联系人数据导入本地优先系统。
• 通过交叉引用和介绍管理关系层级。

1. 在 memory 文件夹中初始化目录结构以支持语义索引。
2. 通过自然语言描述或直接的 CLI 命令获取联系人信息。
3. 将联系人数据存储在具有丰富 YAML 元数据的单个 Markdown 文件中，以便进行结构化查询。
4. 使用提供的 Python 脚本过滤、搜索并更新联系人状态或互动。
5. 与心跳监测器集成，接收待办跟进或提醒的自动通知。

CRM 个人关系管理器 配置指南

通过在您的 Openclaw Skills 工作区中创建必要的目录并复制模板来初始化 CRM 环境：

mkdir -p memory/contacts/{people,companies,events,_templates,scripts}
cp skills/crm/assets/templates/*.md memory/contacts/_templates/
cp skills/crm/scripts/*.py memory/contacts/scripts/
clawdbot memory index

CRM 个人关系管理器 数据架构与分类体系

该技能使用结构化的文件夹层级和 YAML frontmatter 来组织数据。每个联系人都是一个独立的 Markdown 文件。

元数据包括关键字段，如 tags、introduced_by、last_contact 和 follow_up 日期，用于精确的关系跟踪。

name: crm
description: Personal CRM for managing contacts, relationships, and follow-ups using markdown files. Use when the user wants to add contacts, track relationships, set follow-up reminders, query contacts by tag/company/location, import/export contacts, or manage networking leads. Supports natural language input for adding contacts.

Personal CRM Skill

Manage contacts, relationships, and follow-ups with markdown files. No database needed.

Setup

Initialize contacts inside memory/ for semantic search integration:

mkdir -p memory/contacts/{people,companies,events,_templates,scripts}
cp skills/crm/assets/templates/*.md memory/contacts/_templates/
cp skills/crm/scripts/*.py memory/contacts/scripts/
clawdbot memory index

Natural Language Input

When user describes a contact naturally, extract and create:

User says: "Met Sarah Lee at Web3 summit. She's head of partnerships at Polygon, based in Dubai. T@elegrimm @sarahlee"

Extract:

name: Sarah Lee
company: Polygon
role: Head of Partnerships
location: Dubai
telegram: "@sarahlee"
met_at: web3-summit
tags: [web3, partnership]

Then run: memory/contacts/memory/contacts/scripts/crm-add.py person "Sarah Lee" --company "Polygon" --role "Head of Partnerships" --location "Dubai" --telegram "@sarahlee" --tags "web3,partnership"

Scripts

All scripts use /usr/bin/python3 and require PyYAML.

Query Contacts

memory/contacts/scripts/crm-query.py --list people          # List all people
memory/contacts/scripts/crm-query.py --tag investor         # Filter by tag
memory/contacts/scripts/crm-query.py --company "Acme"       # Filter by company
memory/contacts/scripts/crm-query.py --introduced-by bob    # Find introductions
memory/contacts/scripts/crm-query.py --location singapore   # Filter by location
memory/contacts/scripts/crm-query.py --search "supply chain" # Full-text search
memory/contacts/scripts/crm-query.py -v                     # Verbose output

Add Contact

memory/contacts/scripts/crm-add.py person "Name" --company "Co" --role "Title" --tags "a,b"
memory/contacts/scripts/crm-add.py company "Company Name" --industry "Tech"
memory/contacts/scripts/crm-add.py event "Event Name" --date 2026-03-15 --location "City"

Update Contact

memory/contacts/scripts/crm-update.py alice-chen --interaction "Called about demo"
memory/contacts/scripts/crm-update.py alice-chen --set-follow-up 2026-02-15
memory/contacts/scripts/crm-update.py alice-chen --add-tag vip
memory/contacts/scripts/crm-update.py alice-chen --touch  # Update last_contact to today

Follow-ups & Reminders

memory/contacts/scripts/crm-followups.py --summary         # Quick summary
memory/contacts/scripts/crm-followups.py --days 7          # Due in 7 days
memory/contacts/scripts/crm-followups.py --dormant 90      # Not contacted in 90 days
memory/contacts/scripts/crm-remind.py contact --in 3d      # Remind in 3 days
memory/contacts/scripts/crm-remind.py --list               # List reminders
memory/contacts/scripts/crm-remind.py --check              # Check due reminders

Import/Export

memory/contacts/scripts/crm-import.py contacts.csv                    # Import CSV
memory/contacts/scripts/crm-import.py contacts.vcf                    # Import vCard
memory/contacts/scripts/crm-import.py linkedin.csv --format linkedin  # LinkedIn export
memory/contacts/scripts/crm-export.py --csv out.csv                   # Export CSV
memory/contacts/scripts/crm-export.py --vcard out.vcf --type people   # Export vCard

Regenerate Index

memory/contacts/scripts/crm-index.py  # Rebuilds contacts/_index.md

Contact Schema

---
name: Alice Chen
type: person  # person | company | event
tags: [investor, crypto]
company: Acme Corp
role: Partner
email: alice@acme.com
phone: +1-555-0123
telegram: "@alice"
twitter: "@alice"
linkedin: https://linkedin.com/in/alice
location: Singapore
introduced_by: bob-smith  # slug of introducer
met_at: token2049-2025    # slug of event
first_contact: 2025-09-20
last_contact: 2026-01-27
follow_up: 2026-02-15
status: active  # active | dormant | archived
---

# Alice Chen

## Context
Partner at Acme Corp. Met through Bob at Token2049.

## Interactions
- **2026-01-27**: Called about pilot program.
- **2025-09-20**: First met at conference.

## Notes
- Prefers Signal over email

Folder Structure

memory/
└── contacts/             # Inside memory/ for semantic search
    ├── people/           # One file per person
    ├── companies/        # One file per company
    ├── events/           # One file per event
    ├── _templates/       # Templates for new contacts
    ├── _index.md         # Auto-generated lookup table
    ├── .reminders.json   # Reminder data
    └── scripts/          # CLI tools

Cross-References

• YAML fields: introduced_by: bob-smith, met_at: event-slug
• Wiki-links in notes: [[bob-smith]], [[acme-corp]]
• Semantic search: Memory search finds connections in prose

Heartbeat Integration

Add to HEARTBEAT.md:

### CRM Follow-ups (check 1-2x daily)
1. Run: `/usr/bin/python3 contacts/memory/contacts/scripts/crm-followups.py --summary`
2. Run: `/usr/bin/python3 contacts/memory/contacts/scripts/crm-remind.py --check`
If there are due items, notify the user.

Tips

• Use --dry-run on import to preview before creating files
• Run crm-index.py after bulk changes to update the index
• Tags are lowercase, comma-separated
• Slugs are auto-generated from names (lowercase, hyphenated)
• For natural language input, extract fields and use crm-add.py