Client Relationship Manager

by The Agent Ledger

A lightweight, AI-native CRM for solopreneurs and freelancers. No SaaS subscription. No monthly seat fees. Just plain text files your agent can read, update, and reason over — with you keeping full control of your data.

What This Skill Does

• Maintains structured client records in plain text
• Tracks deal stages, interaction history, and follow-up queues
• Prepares meeting briefs from client context
• Surfaces overdue follow-ups automatically
• Generates pipeline snapshots and revenue forecasts
• Stays out of the way when you don't need it

Setup (5 Steps)