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Client Tracker

这是专为自由职业者打造的对话式简易CRM,核心功能涵盖联系人管理、项目追踪、发票跟进、提醒设置、沟通记录留存,还支持销售管道查看与营收数据统计。适用于自由职业者日常客户维护、项目进度把控、账款管理等场景,通过自然语言输入指令即可操作,系统会反馈结果并自动设置相关提醒。

theshadowrose
theshadowrose
热度 86.49
最近更新 2026-05-11 17:29:48
分类:营销依赖:纯提示词应用场景:CRM / 任务管理 / 财务 / 工作流

安装技能

复制下面的话术发给你的 Agent,它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill: npx secure-skills-cli add client-tracker
Metadata
name
ClientTracker Freelancer CRM
description
Simple CRM for freelancers. Track contacts, projects, invoices, follow-ups, communication history. All through conversation with your agent.
author
@TheShadowRose
version
1.0.1
tags
["client-tracker"]
license
MIT

ClientTracker Freelancer CRM

Simple CRM for freelancers. Track contacts, projects, invoices, follow-ups, communication history. All through conversation with your agent.


Track clients, projects, and money through conversation.

Usage

You: "New client: Acme Corp, contact Sarah at sarah@acme.com, 
      website redesign, budget $5000"
Agent: "Added Acme Corp. Project: website redesign ($5,000). 
        Contact: Sarah. Follow-up reminder set for 3 days."

Features

  • Contact management — names, emails, companies, notes
  • Project tracking — status, budget, deadlines, deliverables
  • Invoice tracking — sent, paid, overdue with reminders
  • Follow-up system — "remind me to check in with Sarah next week"
  • Communication log — emails, calls, meetings per client
  • Pipeline view — leads → proposals → active → completed
  • Revenue dashboard — monthly income, outstanding, projections

Pipeline

Lead → Proposal Sent → Negotiating → Active → Completed → Follow-up

⚠️ Disclaimer

This software is provided "AS IS", without warranty of any kind, express or implied.

USE AT YOUR OWN RISK.

  • The author(s) are NOT liable for any damages, losses, or consequences arising from the use or misuse of this software — including but not limited to financial loss, data loss, security breaches, business interruption, or any indirect/consequential damages.
  • This software does NOT constitute financial, legal, trading, or professional advice.
  • Users are solely responsible for evaluating whether this software is suitable for their use case, environment, and risk tolerance.
  • No guarantee is made regarding accuracy, reliability, completeness, or fitness for any particular purpose.
  • The author(s) are not responsible for how third parties use, modify, or distribute this software after purchase.

By downloading, installing, or using this software, you acknowledge that you have read this disclaimer and agree to use the software entirely at your own risk.

DATA DISCLAIMER: This software processes and stores data locally on your system. The author(s) are not responsible for data loss, corruption, or unauthorized access resulting from software bugs, system failures, or user error. Always maintain independent backups of important data. This software does not transmit data externally unless explicitly configured by the user.


Support & Links

🐛 Bug Reports TheShadowyRose@proton.me
☕ Ko-fi ko-fi.com/theshadowrose
🛒 Gumroad shadowyrose.gumroad.com
🐦 Twitter @TheShadowyRose
🐙 GitHub github.com/TheShadowRose
🧠 PromptBase promptbase.com/profile/shadowrose

Built with OpenClaw — thank you for making this possible.


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