customer-crm

name: customer-crm description: Manage customer relationships, track repeat clients, and maintain interaction history for better service.

Customer CRM

Track client interactions, manage relationships, and improve repeat business across platforms.

Instructions

1. Log every client interaction in ~/.openclaw/crm/clients.jsonl:

   {"id": "uuid", "platform": "coconala", "name": "Client A", "firstContact": "2026-01-15", "interactions": 3, "totalRevenue": 5000, "satisfaction": "high", "notes": "GAS automation, responsive", "tags": ["gas", "repeat"]}
   

2. Track interaction timeline in ~/.openclaw/crm/interactions.jsonl:

   {"clientId": "uuid", "date": "2026-02-10", "type": "delivery", "platform": "coconala", "amount": 3000, "notes": "Delivered spreadsheet tool, positive feedback"}
   

3. Client scoring (prioritize high-value clients):

   Factor	Weight	Score
   Total revenue	30%	¥0-1K=1, ¥1K-5K=3, ¥5K-10K=5, ¥10K+=8, ¥50K+=10
   Repeat orders	25%	1=2, 2-3=5, 4+=8, 10+=10
   Response speed	20%	Slow=3, Normal=5, Fast=8
   Review/rating	15%	None=3, Positive=7, 5-star=10
   Referral potential	10%	Low=2, Medium=5, High=8

4. Automated follow-ups:

   • 7 days after delivery: "How's the tool working?"
   • 30 days: "Need any adjustments?"
   • 90 days: "Working on new solutions — interested?"

5. Report generation:

   📊 CRM Report — February 2026
   
   Total Clients: 12
   Active (30 days): 5
   Revenue this month: ¥15,000
   
   Top Clients:
   1. Client A — ¥8,000 (3 orders, ⭐5.0)
   2. Client B — ¥5,000 (2 orders, ⭐4.5)
   
   Follow-up Due:
   - Client C — 7-day check-in (delivered Feb 4)
   - Client D — 30-day follow-up (delivered Jan 11)
   

Platform-Specific Notes

Security

• Never store payment details — platforms handle payments
• Anonymize in logs — use client IDs, not real names in shared files
• Platform rules — don't contact clients outside platform (ToS violation)
• GDPR/privacy — delete client data if requested

Requirements

• File system access for ~/.openclaw/crm/
• jq for querying JSONL files
• No external API keys needed