Is the data compatible with other tools?

Because it uses the standard NDJSON format, the data can be easily parsed, filtered, or exported using standard command-line tools like grep, jq, or Python scripts.

What is the benefit of a file-based CRM?

It provides full ownership of your data, eliminates SaaS subscription costs, and allows for version control through Git, making it easy to track changes over time.

How does this skill handle data updates?

It uses append-only logic for pipeline and interaction files, ensuring a complete history of activity is preserved rather than overwriting historical data.

Can I customize the pipeline stages?

Yes, you can modify the config.yaml file to define custom stages (such as 'Qualified' or 'Closed') and specific labels tailored to your specific business vertical.

What does 'agent-native' mean for this CRM?

It means the CRM is designed specifically for AI agents to read, write, and manage data autonomously using simple file system operations and structured JSON.

CRM-in-a-Box

Name: CRM-in-a-Box
Author: dvcrn

bydvcrn

•

生产力与工作流

Manages a local, file-based CRM using an open NDJSON protocol to track contacts, sales pipelines, and interactions without SaaS vendor lock-in.

CRM-in-a-Box enables developers and AI agents to maintain a fully functional CRM directly within a project repository using an open, agent-native protocol. By treating contacts, deal stages, and interaction logs as structured NDJSON files, it eliminates dependency on external SaaS platforms while remaining highly searchable and version-controllable. This skill is ideal for startups and independent developers who need a lightweight, customizable system for relationship management that integrates seamlessly with AI coding workflows and standard CLI tools.

主要功能

01Pre-configured schemas for contacts, deal opportunities, and activity tracking

02Customizable pipeline stages and labels via a simple YAML configuration

03Open, file-based NDJSON protocol for contact and pipeline management

043 GitHub stars

05Append-only interaction logging for emails, calls, and meeting notes

06Vendor-independent data storage compatible with standard CLI tools like grep and python

使用场景

01Tracking sales leads and deal progression directly within a Git-managed development environment

02Creating vertical-specific CRMs for recruiting, real estate, or property management

03Bootstrapping a lightweight CRM for a new startup or project without subscription overhead

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add dvcrn/openclaw-skills-marketplace crm-in-a-box

For use in Claude.ai and ChatGPT

主要功能

01Pre-configured schemas for contacts, deal opportunities, and activity tracking

02Customizable pipeline stages and labels via a simple YAML configuration

03Open, file-based NDJSON protocol for contact and pipeline management

043 GitHub stars

05Append-only interaction logging for emails, calls, and meeting notes

06Vendor-independent data storage compatible with standard CLI tools like grep and python

使用场景

01Tracking sales leads and deal progression directly within a Git-managed development environment

02Creating vertical-specific CRMs for recruiting, real estate, or property management

03Bootstrapping a lightweight CRM for a new startup or project without subscription overhead

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add dvcrn/openclaw-skills-marketplace crm-in-a-box

For use in Claude.ai and ChatGPT