ticruz38/skills/client-crm
skills/client-crm/SKILL.md
Real estate client relationship management with contact profiles, property preferences, communication history, and pipeline tracking
tools
Updated Apr 21, 2026
$ install --global
skillsauthnpx skillsauth add ticruz38/skills skills/client-crmInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: Apr 21, 2026, 6:13 AM54.2s5 files scanned
SKILL.md
- title:
- Client CRM
- skill_id:
- client-crm
- description:
- Real estate client relationship management with contact profiles, property preferences, communication history, and pipeline tracking
- tags:
- [real-estate, crm, clients, contacts, sales]
Client CRM
Real estate client relationship management for tracking buyers, sellers, and prospects.
Features
- Contact profiles with detailed information
- Property preferences (type, location, price range, features)
- Communication history tracking
- Sales pipeline stages (lead → qualified → viewing → offer → closed)
- Lead source tracking
- Urgency and status levels
- Notes and follow-up dates
- Import/export capabilities
Usage
import { ClientCRMSkill } from '@openclaw/client-crm';
const crm = new ClientCRMSkill();
// Add a new client
const client = await crm.addClient({
name: 'John & Jane Smith',
email: '[email protected]',
phone: '555-123-4567',
type: 'buyer',
source: 'referral',
notes: 'Looking for family home in Austin area'
});
// Set property preferences
await crm.setPreferences(client.id!, {
minPrice: 400000,
maxPrice: 600000,
minBedrooms: 3,
minBathrooms: 2,
locations: ['Austin, TX', 'Round Rock, TX'],
propertyTypes: ['house', 'townhouse'],
mustHaveFeatures: ['garage', 'backyard', 'good schools']
});
// Move through pipeline
await crm.updatePipelineStage(client.id!, 'qualified');
// Log communication
await crm.addCommunication(client.id!, {
type: 'meeting',
content: 'Initial consultation at office. Discussed budget and timeline.'
});
// Get upcoming follow-ups
const followUps = await crm.getUpcomingFollowUps(7); // Next 7 days
CLI
# Client management
client-crm add --name "John Smith" --email "[email protected]" --type buyer
client-crm list --type buyer --stage qualified
client-crm get <id>
client-crm update <id> --stage viewing
client-crm delete <id>
# Preferences
client-crm preferences <id> --min-price 400000 --max-price 600000 --beds 3
client-crm preferences-get <id>
# Pipeline
client-crm pipeline <id> --stage offer
client-crm pipeline-list
# Communications
client-crm log <id> --type call --content "Discussed new listings"
client-crm communications <id>
# Follow-ups
client-crm follow-ups --days 7
client-crm set-follow-up <id> --date "2026-03-01" --notes "Schedule showings"
# Search
client-crm search "John"
client-crm by-location "Austin"
client-crm by-feature "pool"
# Import/Export
client-crm import --file contacts.csv
client-crm export --file clients.csv
# Stats
client-crm stats
client-crm health
Pipeline Stages
- lead - Initial inquiry
- qualified - Budget/timeline verified
- viewing - Actively viewing properties
- offer - Made/considering an offer
- under_contract - Accepted offer, in escrow
- closed - Transaction complete
- archived - Inactive/no longer working together
Client Types
- buyer - Looking to purchase
- seller - Looking to sell
- renter - Looking to rent
- investor - Investment property buyer
- vendor - Service provider/vendor
- other - Miscellaneous contacts
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