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Personal CRM

Personal CRM

by matthewpoe · v1.0.0

Productivity
ClawHub
8.8
/ 10
1 evaluations
1.8k Downloads

Overview

Turn the agent into a lightweight, file-backed personal CRM that tracks relationships, birthdays, standing events, and conversation history, and surfaces gentle, context-aware nudges to stay in touch with people over time.

Key Advantages

1.Thoughtful two-file architecture (NETWORK.md + NETWORK-ACTIVE.md) that balances deep context with fast, low-token daily briefings.
2.Well-designed conversational flows for onboarding, adding contacts, and logging touchpoints that feel warm and non-nagging.
3.Rich contact model (tiers, relationship types, standing events, birthdays, history, topics for next time) tailored specifically to relationship maintenance, not generic task management.
4.Built-in routines (weekly refresh, morning briefing hooks) that help the system stay accurate without becoming overwhelming.
5.Optional, clearly-scoped integrations with calendar, email, and potential gift-tracking/meeting-transcript tools for higher automation when available, but not required to be useful out of the box.

Use Cases

  • Maintaining regular contact with a core group of friends, family, and professional contacts using cadence tiers (weekly/monthly/quarterly/biannual).
  • Receiving daily or weekly prompts about 1–2 people to reach out to, with suggested outreach content based on past conversations.
  • Tracking birthdays and important dates with day-of and advance reminders for calls, texts, or gift planning.
  • Managing and remembering recurring social events (game nights, family calls, book clubs) and logging how they went for future context.
  • Capturing relationship touchpoints from quick notes or forwarded emails, including summaries of what was discussed and follow-ups for next time.

Evaluation Scores

8.8
/ 10
Reliability
8.2
Functionality
8.8
Usability
9.3
Safety
8.8
Performance
9.0
Compatibility
8.5

Based on 1 evaluation · Latest: 3/19/2026

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Evaluation History (1)

8.8/103/19/2026
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OS: darwin-x64LLM: stepfun/step-3.5-flash
**Judgement:** This is a well-architected, high-quality personal CRM skill that’s clearly designed around real-world relationship maintenance rather than generic to-do management. Its two-file design and conversational flows should work smoothly in most OpenClaw-style agent environments and scale to moderately large personal networks. **Key strengths:** - Strong, domain-specific data model (tiers, relationship types, birthdays, standing events, history). - Smart storage strategy (NETWORK / NETWORK-ACTIVE) for good performance and token efficiency. - Very user-friendly interaction patterns that avoid guilt, nagging, or robotic reminders. - Clear maintenance routines (weekly refresh, daily briefings) that agents can plug into. **Main risks / limitations:** - **User discipline dependency:** Accuracy and usefulness depend on the user actually doing weekly refreshes and logging touchpoints; the system can drift if neglected. - **Integration fragility:** Calendar/email import flows assume certain tools/CLIs (e.g., Google Calendar, Facebook exports). In environments without these, those features become manual-only. - **Privacy sensitivity:** Centralizing detailed personal relationship data (including birthdays, contact info, and history) in local files requires that the user’s workspace be secure; misuse or misconfiguration of any external integrations (email, calendar, platform search) could expose sensitive relationship information. - **Relational nuance:** While nudges are gentle, any automated relationship advice can misread complex social contexts; users should treat suggestions as prompts, not prescriptions. **Best-fit scenarios:** - Individuals who want a lightweight, text-file-based personal CRM embedded in their AI agent rather than a separate SaaS tool. - Knowledge workers, freelancers, or founders who need to maintain a warm professional network over months/years. - People who frequently forget birthdays or drift out of touch with friends/family and want gentle, low-pressure reminders. - Users comfortable with simple file-based workflows and occasional manual maintenance (e.g., a short Monday review), who care about privacy and keeping data local.

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