Manage customer relationships, track repeat clients, and maintain interaction history for better service.
Track client interactions, manage relationships, and improve repeat business across platforms.
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"]}
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"}
Client scoring (prioritize high-value clients):
| Factor | Weight | Score |
|---|
| Total revenue | 30% | ¥0-1K=1, ¥1K-5K=3, ¥5K-10K=5, ¥10K+=8, ¥50K+=10 |
| Repeat orders | 25% | 1=2, 2-3=5, 4+=8, 10+=10 |
| Response speed | 20% | Slow=3, Normal=5, Fast=8 |
| Review/rating | 15% | None=3, Positive=7, 5-star=10 |
| Referral potential | 10% | Low=2, Medium=5, High=8 |
Automated follow-ups:
Report generation:
📊 CRM Report — February 2026
Total Clients: 12
Active (30 days): 5
Revenue this month: ¥15,000
Top Clients:
1. Client A — ¥8,000 (3 orders, ⭐5.0)
2. Client B — ¥5,000 (2 orders, ⭐4.5)
Follow-up Due:
- Client C — 7-day check-in (delivered Feb 4)
- Client D — 30-day follow-up (delivered Jan 11)
| Platform | Client ID Format | Fee | Communication |
|---|---|---|---|
| Coconala | Order number | 22% | In-platform DM |
| Fiverr | Username | 20% | In-platform chat |
| Upwork | Contract ID | 10-20% | In-platform chat |
| Direct | Email/name | 0% |
~/.openclaw/crm/jq for querying JSONL files