技能详情（站内镜像，无评论）
许可证：MIT-0
MIT-0 ·免费使用、修改和重新分发。无需归因。
版本：v1.0.0
统计：⭐ 2 · 1.1k · 8 current installs · 8 all-time installs
⭐ 2
安装量（当前） 8
🛡 VirusTotal ：良性 · OpenClaw ：良性
Package：1kalin/crm-manager
安全扫描（ClawHub）
- VirusTotal ：良性
- OpenClaw ：良性
OpenClaw 评估
The skill is an instruction-only, local CSV-based CRM tool that only reads/writes files in the workspace and its requirements and instructions are consistent with that purpose.
目的
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.
说明范围
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.
安装机制
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.
证书
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.
持久
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.
综合结论
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 automat…
安装（复制给龙虾 AI）
将下方整段复制到龙虾中文库对话中，由龙虾按 SKILL.md 完成安装。
请把本段交给龙虾中文库（龙虾 AI）执行：为本机安装 OpenClaw 技能「CRM Manager」。简介：Manages a local CSV-based CRM with pipeline tracking。
请 fetch 以下地址读取 SKILL.md 并按文档完成安装：https://raw.githubusercontent.com/openclaw/skills/refs/heads/main/skills/1kalin/crm-manager/SKILL.md
（来源：yingzhi8.cn 技能库）SKILL.md
---
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
```csv
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 | 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
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