Workcrm

A local-first CRM that drafts and requires explicit user confirmation before saving contact or record changes for auditability.

WorkCRM (OpenClaw Skill)

A lightweight, local-first CRM with an explicit confirmation gate.

Product constraints (locked):

• Writes happen only after explicit confirmation: reply 记 to confirm, 不记 to reject.
• Drafts are retained for auditability.

Chat usage (recommended)

Use any of these to reliably trigger CRM behavior:

• crm: ...
• 记一下：...
• 先出草稿：...

Flow:

1. You send a message.
2. WorkCRM replies with a draft.
3. You reply 记 or 不记.

Note: this alpha skill provides the core engine + storage. Chat routing glue depends on your OpenClaw agent config.

Local CLI (for verification/dev)

Generate a draft

python -m workcrm draft "crm: talked to Alice, follow up next week"

This prints a JSON payload including a human message + pending draft id.

Storage

• Default DB path: ~/.openclaw/workcrm/workcrm.sqlite3
• Override with env var: WORKCRM_DB_PATH=/path/to/workcrm.sqlite3
• Or pass --db /path/to/workcrm.sqlite3 to the CLI.

Implementation notes

• Deterministic ordering is enforced for lists.
• Schema migrations are applied automatically on first use.