Customer CRM

Track client interactions, manage relationships, and improve repeat business across platforms.

Instructions

1. Log every client interaction in ~/.openclaw/crm/clients.jsonl:

   {"id": "uuid", "platform": "coconala", "name": "Client A", "firstContact": "2026-01-15", "interactions": 3, "totalRevenue": 5000, "satisfaction": "high", "notes": "GAS automation, responsive", "tags": ["gas", "repeat"]}
   

2. Track interaction timeline in ~/.openclaw/crm/interactions.jsonl:

   {"clientId": "uuid", "date": "2026-02-10", "type": "delivery", "platform": "coconala", "amount": 3000, "notes": "Delivered spreadsheet tool, positive feedback"}
   

3. Client scoring (prioritize high-value clients):

   | Factor | Weight | Score |