📇 Personal CRM Skill for Clawdbot

A lightweight, markdown-based personal CRM for managing contacts, relationships, and follow-ups. No database needed — just files.

Features

• Markdown-based — Human-readable, git-friendly, portable
• Query contacts — Filter by tag, company, location, relationships
• Track interactions — Log meetings, calls, notes with timestamps
• Follow-up reminders — Never forget to reach out
• Dormant detection — Know who you haven't contacted in a while
• Import/Export — CSV, vCard, LinkedIn export support
• Natural language — Tell your AI about contacts conversationally
• Heartbeat integration — Periodic checks for due follow-ups

Installation

# Clone into your Clawdbot skills folder
git clone https://github.com/xz-cn/clawdbot-crm-skill.git skills/crm

# Initialize contacts folder 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/

# Reindex memory to include contacts
clawdbot memory index

Why memory/contacts/? Placing contacts inside memory/ enables Clawdbot's semantic search (memory_search) to find contacts automatically. Ask "who knows about AI?" and it just works.

Requirements: Python 3.10+ with PyYAML (apt install python3-yaml or pip install pyyaml)

Quick Start

Add a contact

python memory/contacts/scripts/crm-add.py person "Alice Chen" \
  --company "Acme Corp" \
  --role "CEO" \
  --email "alice@acme.com" \
  --tags "investor,crypto"

Query contacts

python memory/contacts/scripts/crm-query.py --tag investor        # By tag
python memory/contacts/scripts/crm-query.py --company "Acme"      # By company
python memory/contacts/scripts/crm-query.py --location singapore  # By location
python memory/contacts/scripts/crm-query.py --search "supply chain"  # Full-text

Log an interaction

python memory/contacts/scripts/crm-update.py alice-chen --interaction "Coffee meeting, discussed partnership"

Check follow-ups

python memory/contacts/scripts/crm-followups.py --summary         # Quick overview
python memory/contacts/scripts/crm-followups.py --days 7          # Due this week
python memory/contacts/scripts/crm-followups.py --dormant 90      # Not contacted in 90 days

Set reminders

python memory/contacts/scripts/crm-remind.py alice-chen --in 3d --message "Follow up on proposal"
python memory/contacts/scripts/crm-remind.py --list               # View pending
python memory/contacts/scripts/crm-remind.py --check              # Check due now

Import/Export

python memory/contacts/scripts/crm-import.py contacts.csv         # Import CSV
python memory/contacts/scripts/crm-import.py contacts.vcf         # Import vCard
python memory/contacts/scripts/crm-export.py --csv backup.csv     # Export to CSV
python memory/contacts/scripts/crm-export.py --vcard contacts.vcf # Export to vCard

Contact Schema

---
name: Alice Chen
type: person
tags: [investor, crypto, singapore]
company: Acme Corp
role: CEO
email: alice@acme.com
telegram: "@alice"
location: Singapore
introduced_by: bob-smith
met_at: token2049-2025
first_contact: 2025-09-20
last_contact: 2026-01-27
follow_up: 2026-02-15
status: active
---

# Alice Chen

## Context
CEO of Acme Corp. Met through Bob at Token2049.

## Interactions
- **2026-01-27**: Coffee meeting, discussed partnership.
- **2025-09-20**: First met at conference.

## Notes
- Prefers Signal over email
- Early crypto investor

Folder Structure

memory/
└── contacts/             # Inside memory/ for semantic search
    ├── people/           # One file per person
    │   ├── alice-chen.md
    │   └── bob-smith.md
    ├── companies/        # One file per company
    │   └── acme-corp.md
    ├── events/           # One file per event
    │   └── token2049-2025.md
    ├── _templates/       # Templates for new contacts
    ├── _index.md         # Auto-generated lookup
    └── scripts/          # CLI tools

Natural Language Input

When using with Clawdbot, just describe contacts naturally:

"Met Sarah Lee at the Web3 summit. She's head of partnerships at Polygon, based in Dubai. Got her on Telegram @sarahlee"

The AI extracts structured data and creates the contact file automatically.

Heartbeat Integration

Add to your HEARTBEAT.md:

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

Scripts Reference

License

MIT — Use freely, contributions welcome!

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Built with 🎩 by Alfred for Clawdbot