workcrmA local-first CRM that drafts and requires explicit user confirmation before saving contact or record changes for auditability.
Install via ClawdBot CLI:
clawdbot install extraterrest/workcrmA lightweight, local-first CRM with an explicit confirmation gate.
Product constraints (locked):
记 to confirm, 不记 to reject.Use any of these to reliably trigger CRM behavior:
crm: ...记一下:...先出草稿:...Flow:
1) You send a message.
2) WorkCRM replies with a draft.
3) You reply 记 or 不记.
Note: this alpha skill provides the core engine + storage. Chat routing glue depends on your OpenClaw agent config.
python -m workcrm draft "crm: talked to Alice, follow up next week"
This prints a JSON payload including a human message + pending draft id.
~/.openclaw/workcrm/workcrm.sqlite3WORKCRM_DB_PATH=/path/to/workcrm.sqlite3--db /path/to/workcrm.sqlite3 to the CLI.Generated Mar 1, 2026
Freelancers can use WorkCRM to log interactions with clients, such as project discussions and follow-ups, ensuring all communications are recorded only after explicit confirmation. This helps maintain accurate records for billing and project management without accidental entries.
Small business owners can track sales leads and customer interactions by inputting details like meeting notes and next steps. The confirmation gate prevents errors, and drafts allow for review before finalizing entries, supporting organized sales processes.
Non-profits can record donor communications and engagement activities, with drafts retained for audit trails. The explicit confirmation ensures data integrity for compliance and reporting, making it suitable for volunteer-run organizations.
Startup founders can log networking events and investor conversations, using the draft feature to capture details before confirming. This aids in follow-up planning and maintaining a clean CRM database for fundraising efforts.
Consultants can document client meetings and project updates, with the confirmation step reducing data entry mistakes. The local-first storage ensures privacy and quick access for reference during engagements.
Offer a free basic version of WorkCRM with limited features, such as a cap on entries, and charge for premium upgrades like advanced analytics or cloud sync. This attracts individual users and small teams while generating revenue from power users.
Sell customized licenses to larger organizations that require enhanced security, integration with existing tools, and dedicated support. This model leverages the local-first and audit-friendly features for compliance-heavy industries.
Release WorkCRM as open-source software to build a community and drive adoption, then generate revenue by offering paid support, training, and customization services. This appeals to developers and tech-savvy businesses seeking flexibility.
💬 Integration Tip
Integrate WorkCRM with chat platforms like Slack or Discord using OpenClaw agent configs to automate draft generation and confirmation workflows, streamlining user interaction.
HubSpot CRM and CMS API integration for contacts, companies, deals, owners, and content management.
Partnership outreach, market research, competitor analysis, and proposal generation. Transform your AI agent into a strategic business development partner that identifies and cultivates growth opportunities.
CRM integration, lead tracking, outreach automation, and pipeline management. Transform your AI agent into a sales assistant that never lets leads slip through the cracks.
Manage Zhihu AI Bot to publish, like/unlike, comment, delete comments, and fetch ring or comment details using Zhihu API credentials.
ActiveCampaign CRM integration for lead management, deal tracking, and email automation. Use for syncing demo leads, managing clinic sales pipeline, and triggering follow-up sequences.
Query and analyze brand mentions from Octolens API. Use when the user wants to fetch mentions, track keywords, filter by source platforms (Twitter, Reddit, GitHub, LinkedIn, etc.), sentiment analysis, or analyze social media engagement. Supports complex filtering with AND/OR logic, date ranges, follower counts, and bookmarks.