Personal CRM Skill

Manage contacts, relationships, and follow-ups with markdown files. No database needed.

Setup

Initialize contacts 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/
clawdbot memory index

Natural Language Input

When user describes a contact naturally, extract and create:

User says: "Met Sarah Lee at Web3 summit. She's head of partnerships at Polygon, based in Dubai. Telegram @sarahlee"