Setup & Installation
Or with the ClawHub CLI, for registry-managed skill folders outside a full OpenClaw workspace:
Version History
WCRM-004: profile-based DB routing (work default; family:/家里:/个人: prefixes), DB isolation per profile, and task.assignee (text) with migration. Tests updated.
What This Skill Does
WorkCRM is a local-first CRM that stores contact and interaction notes in a local SQLite database. Every write requires explicit confirmation before anything is saved, keeping accidental entries out of your records.
The confirmation gate prevents noisy or misunderstood inputs from polluting your CRM history, which passive auto-save tools cannot guarantee.
When to use it
- Log a sales call and confirm before saving
- Track follow-up dates with a quick chat message
- Reject a misheard note without it ever hitting the database
- Verify stored records via CLI during setup
- Override database path to store CRM data on a shared drive
Example Workflow
Here's how your AI assistant might use this skill in practice.
User sends: crm: spoke with Bob at Acme, demo scheduled for Friday
- 1WorkCRM parses the message and generates a draft entry with contact name, note, and pending draft ID
- 2Returns the draft to the user for review
- 3User replies '记' to confirm
- 4WorkCRM writes the confirmed entry to the SQLite database at ~/.openclaw/workcrm/workcrm.sqlite3
- 5Schema migrations are applied automatically if this is first use
Entry saved: Bob at Acme, demo scheduled for Friday, stored in local database
Requirements
Accounts, API keys, or tools you or your AI assistant may need to set up while using this skill.