CRM

What this skill does

Runs a CRM: contacts, companies, deals, pipeline stages, follow-ups, and the data hygiene that keeps it usable. Use when setting up, rescuing, or operating a CRM (personal, freelance, sales, donor, or job-search); when the pipeline needs review, a deal has gone quiet, a forecast has to be defended, or who has not been contacted in months; when contacts are duplicated, bouncing, or out of date; when importing/exporting a CSV of leads, or migrating between plain files, Notion, HubSpot, or Salesforce; when choosing which CRM to use, or why nobody updates the current one; when defining stages, fields, tags, lead scoring, or win/loss reasons; when logging a call or email for later; and when a deletion, unsubscribe, or do-not-contact request has to be honored. Not for address-book upkeep and birthdays (`people`), delivering the client work itself (`clients`), outreach campaigns (`outreach`), sourcing candidates (`recruiter`), or support tickets (`customer-support`).

CRM is part of the Developer Tools category — developer tools that help your agent write, review, debug, and ship code. You can install it on its own or alongside other developer tools skills from the OpenClaw catalog.

How to install CRM

The easiest path is via the OpenClaw Easy desktop app — one click, no terminal required:

1. Download OpenClaw Easy for macOS or Windows (free, one-click installer, ~30 seconds).
2. Open the in-app Skills panel.
3. Search for crm and click Install.
4. The skill activates automatically when an incoming message matches its description.

Install from the command line

If you already run the OpenClaw CLI, add CRM with a single command:

openclaw skills add crm

This pulls crm from ClawHub and installs it into ~/.openclaw/skills/crm/. Restart the OpenClaw gateway afterwards so the new skill is discovered.

How to use CRM

Once installed, CRM activates on its own: when an incoming message on WhatsApp, Telegram, Slack, Discord, Feishu or Line matches the skill's description, your OpenClaw agent loads it and runs the workflow. You can also trigger it explicitly by describing the task in chat. No extra configuration is required after install.

Manual install (advanced)

If you prefer manual installation:

1. Click the Download .zip button above to grab crm-1.0.2.zip directly from our S3 mirror.
2. Unzip into ~/.openclaw/skills/crm/ (create the directory if it does not exist).
3. Restart OpenClaw Easy (or the OpenClaw CLI gateway) so the new skill is discovered.

Frequently asked questions

How do I install CRM?

Install CRM in the OpenClaw Easy desktop app by opening the Skills panel, searching for crm, and clicking Install. From a terminal you can run: openclaw skills add crm. Either way the skill is placed in ~/.openclaw/skills/crm/.

Is CRM free?

Yes. CRM is free and open-source, distributed under the Apache-2.0 license through ClawHub. No account or payment is required to download or run it.

What does CRM do?

Runs a CRM: contacts, companies, deals, pipeline stages, follow-ups, and the data hygiene that keeps it usable.

Related: more developer tools skills

If CRM looks useful, you may also want to check out other developer tools skills in the OpenClaw catalog:

• Git-Crypt Backup ⬇ 4.3K
• Web Deploy ⬇ 4.3K
• Wiki ⬇ 4.3K
• Create Content ⬇ 4.3K
• JavaScript ⬇ 4.2K

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