crm-manager-skill一个基于对话的客户关系管理技能。管理员通过自然语言录入客户信息， 系统自动将客户资料存储为 YAML 文件，并支持查询、更新、跟踪等功能。 用于： - 新增客户并保存为 YAML 文件 - 更新客户信息 - 添加跟进记录 - 添加销售行为记录（支持销售漏斗分析） - 查询客户资料 - 条件搜索客户 - 销售漏斗分析报表
Install via ClawdBot CLI:
clawdbot install luis1232023/crm-manager-skillGrade Fair — based on market validation, documentation quality, package completeness, maintenance status, and authenticity signals.
Generated May 21, 2026
教育机构（如健身工作室、语言学校）使用自然语言录入学员信息、课程购买和服务记录，自动生成学员档案。通过销售漏斗分析了解课程续费率和出勤情况，优化服务流程。
美容院或理发店通过对话快速录入客户偏好、服务记录和跟进备注。支持条件搜索（如查找VIP客户），方便安排回访和促销活动，提升客户满意度。
房产经纪人使用自然语言添加客户信息、看房记录和购买意向。系统自动更新客户状态（如跟进中、已成交），并生成销售漏斗报表，辅助转化分析。
健康管理师通过对话录入客户健康数据、服务记录和进度评级。支持查询客户历史服务记录，分析活跃度，为个性化方案提供数据支持。
咨询公司顾问快速录入客户背景、咨询记录和服务结果。通过结构化服务记录跟踪项目进展，并利用搜索功能筛选特定标签客户，提高工作效率。
提供基于对话的CRM工具作为SaaS服务，按用户数或客户数收取月费/年费。适用于小微企业，降低使用门槛。
基础功能免费，高级分析报表、数据导出、多用户协作等作为增值服务收费。吸引用户试用后转化付费。
为企业客户提供定制化CRM部署，与现有系统（如ERP）集成，收取一次性部署费和年度维护费。
💬 Integration Tip
可集成Slack或企业微信作为对话入口，通过Webhook自动同步数据到其他系统（如财务软件）。
Scored May 21, 2026
Enterprise-grade ClickUp project management integration with advanced reporting, multi-workspace support, and client/project tracking. Core capabilities: (1) Multi-workspace task management with automatic workspace switching, (2) Advanced analytics & reporting (task counts, assignee breakdowns, status/priority analysis, daily standup reports) with automatic subtask inclusion and pagination, (3) Client folder organization with project tracking, (4) Full CRUD operations for spaces, folders, lists, tasks, and custom fields, (5) Time tracking & timer management with billing support, (6) Document creation and page management (API v3), (7) Task dependencies, linking, and relationship mapping, (8) Sales pipeline tracking with prospect/project status, (9) Retainer & recurring billing management. Built for agencies managing multiple clients across complex workspace hierarchies.
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