Lead Outreach CRM

Track leads locally, manage outreach campaigns, and export as CSV for download.

Outreach CRM Skill

Manage lead generation outreach. Leads are stored in a local JSON file inside the agent workspace — no external database required. Users can view leads in chat or export them as a CSV file.

Available Tools

Run with Node.js: node {baseDir}/outreach-crm.js <command> [args]

• add-lead - Add a new lead to the local leads file
• list - List all tracked leads (displays in chat)
• log - Log an interaction with a lead
• export-csv - Export all leads to a CSV file and print the file path
• clear - Remove all leads (use with caution)

Usage

node {baseDir}/outreach-crm.js add-lead --name "John" --source "twitter" --handle "@john" --score 75 --tier hot
node {baseDir}/outreach-crm.js list
node {baseDir}/outreach-crm.js log <lead_id> "Sent intro DM"
node {baseDir}/outreach-crm.js export-csv

Storage

Leads are saved to /root/.openclaw/workspace/leads.json inside the container. CSV exports are written to /root/.openclaw/workspace/leads.csv. Always show the user the export path so they can download it.