Skills crm

Name: crm
Author: openclaw

Contact memory and interaction log — remembers callers across calls, logs every conversation with outcome and personal context

install

source · Clone the upstream repo

git clone https://github.com/openclaw/skills

Claude Code · Install into ~/.claude/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/openclaw/skills "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/batthis/amber-voice-assistant/amber-skills/crm" ~/.claude/skills/openclaw-skills-crm && rm -rf "$T"

OpenClaw · Install into ~/.openclaw/skills/

T=$(mktemp -d) && git clone --depth=1 https://github.com/openclaw/skills "$T" && mkdir -p ~/.openclaw/skills && cp -r "$T/skills/batthis/amber-voice-assistant/amber-skills/crm" ~/.openclaw/skills/openclaw-skills-crm && rm -rf "$T"

manifest: skills/batthis/amber-voice-assistant/amber-skills/crm/SKILL.md

CRM Skill — Contact Memory for Voice Calls

Remembers callers across calls and logs every conversation.

How It Works

On Every Inbound Call

Lookup — Call
```
crm
```
with
```
lookup_contact
```
using the caller's phone number (from Twilio caller ID).
If known — Greet by name and use
```
context_notes
```
to personalize (ask about their dog, remember their preference, etc.)
If unknown — Proceed normally, listen for their name.

During the Call

When someone shares their name, email, company, or any personal detail, silently upsert it via

crm.upsert_contact

. Don't announce this.

At End of Call

Log the interaction:
```
log_interaction
```
with summary + outcome
Update context_notes with any new personal details learned, synthesizing with what was known before

On Outbound Calls

Same exact flow: lookup at start, upsert + log_interaction at end.

API Reference

Action	Purpose
`lookup_contact`	Fetch contact + last 5 interactions + context_notes. Returns null if not found.
`upsert_contact`	Create or update a contact by phone. Only provided fields are updated.
`log_interaction`	Log a call: summary, outcome, details. Auto-creates contact if needed.
`get_history`	Get past interactions for a contact (sorted newest-first).
`search_contacts`	Search by name, email, company, notes.
`tag_contact`	Add/remove tags (e.g. "vip", "callback_later").

Privacy

Event details stay private. Like the calendar skill, never disclose event details to callers.
CRM context is personal. The
```
context_notes
```
field is for Amber's internal memory, not for sharing call transcripts. Use it to inform conversation, not to recite it.
PII storage. Phone, name, email, company, context_notes are stored locally in SQLite. No network transmission, no external CRM by default.

Security

Synchronous SQLite (better-sqlite3) with parameterized queries — no SQL injection surface
Private number detection — calls from anonymous/blocked numbers are skipped entirely
Input validation at three levels: schema patterns, handler validation, database constraints
Database file created with mode 0600 (owner read/write only)

Examples

Greeting a known caller:

Amber: "Hi Sarah, good to hear from you again. How's Max doing?" 
[context_notes remembered: "Has a Golden Retriever named Max. Prefers afternoon calls."]

Capturing new info silently:

Caller: "By the way, I got married last month!"
Amber: [silently calls upsert_contact + updates context_notes with "Recently married"]
Amber (aloud): "That's wonderful! Congrats!"

End-of-call log:

Amber: [calls log_interaction: summary="Called to reschedule Friday appointment", outcome="appointment_booked"]
Amber: [calls upsert_contact with context_notes: "Prefers afternoon calls. Recently married. Reschedules frequently but always shows up."]