什么是 CRM 管理器？

CRM 管理器是专为 Openclaw Skills 生态系统设计的专业实用工具，它使用便携的本地 CSV 文件取代了繁重的 SaaS CRM 平台。它使您的 AI 代理能够在不离开开发环境的情况下，维护潜在客户、公司和交易的结构化数据库。通过利用简单的平面文件架构，它确保您的销售数据保持私密、可进行版本控制，并且易于用于自动化报告。

该技能非常适合需要维护整洁、有序的销售漏斗，且无需承担复杂软件开销的开发者和个人创业者。凭借对从初始潜在客户到成交入账各阶段的内置支持，它将您的 AI 代理转化为一个主动的销售助理，管理每个联系人的全生命周期。

下载入口:https://github.com/openclaw/skills/tree/main/skills/1kalin/afrexai-crm-updater

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 管理器 应用场景

• 跟踪新潜在客户并通过自定义漏斗阶段进行筛选。
• 以仅追加格式记录会议笔记和交互历史。
• 直接从您的工作区管理交易价值并预测收入。
• 自动安排跟进操作，确保不会忽略任何潜在客户。
• 生成即时漏斗摘要，快速检查销售健康状况。

1. 代理初始化或读取位于本地工作区的 crm.csv 文件。
2. 添加联系人时，该技能生成唯一 ID 并将初始阶段设置为 lead（潜在客户）。
3. 对于更新，代理执行查找，修改相关字段，并自动更新时间戳。
4. 在进行任何批量或关键修改之前，该技能会创建带有时间戳的 CSV 文件备份。
5. 代理应用漏斗健康逻辑，为用户标记逾期任务或停滞交易。

CRM 管理器 配置指南

要使用 Openclaw Skills 将此功能集成到您的工作流中，请确保已安装 CRM 更新程序组件。您可以通过 CLI 安装：

clawhub install afrexai-crm-updater

确保工作区根目录中存在 crm.csv 文件。如果是重新开始，请使用以下标题行初始化文件： id,name,company,email,phone,stage,deal_value,source,last_contact,next_action,next_action_date,notes,created,updated

CRM 管理器 数据架构与分类体系

CRM 管理器利用结构化的 CSV 格式来确保不同 Openclaw Skills 之间的兼容性。模式包括：

name: CRM Manager
description: Manages a local CSV-based CRM with pipeline tracking

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

Pipeline Stages

1. lead — New contact, not yet qualified
2. qualified — Confirmed they have budget, need, and authority
3. meeting — Meeting scheduled or completed
4. proposal — Proposal/quote sent
5. negotiation — Working out terms
6. closed-won — Deal done
7. closed-lost — Didn't work out
8. 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 updated field 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

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