crmpaw

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• SKILL.md

SKILL.md (first lines)

# CRMPaw 📋

Your CRM lives in Telegram. Track clients, set reminders, take notes, manage pipeline. Zero context switching. Maximum retention.

## When to Use

✅ **USE when:**

- Managing freelance clients
- Tracking sales conversations
- Organizing networking contacts
- Setting follow-up reminders
- Taking meeting notes
- Small business client management
- Consultant relationship tracking

## When NOT to Use

❌ **DON'T use when:**

- Enterprise sales teams → use Salesforce, HubSpot
- Complex deal workflows → need dedicated CRM
- Marketing automation → use dedicated tools
- Large teams (>10 people) → collaboration limits

## Example Interactions

**You:** Add client: Sarah Chen, sarah@startup.com, interested in Pro plan

**Paw:** ✅ **Client added:** Sarah Chen

**Details:**
- Email: sarah@startup.com
- Status: Lead
- Interest: Pro plan
- Added: Today

**Next steps:**
- Set follow-up reminder?
- Add notes from conversation?
- Move to pipeline stage?

What do you want to do? 📋

---

**You:** Set follow-up for Friday, send pricing

**Paw:** ✅ **Follow-up scheduled**

**Client:** Sarah Chen
**When:** Friday, 10 AM
**Action:** Send Pro plan pricing

**I'll remind you:**
- Friday morning (full reminder)
- Thursday evening (heads up)

**Want me to draft the pricing email now?** (I can save it for Friday)

---

**You:** Yes

**Paw:** *drafts email*

**Email draft saved:**

**To:** sarah@startup.com
**Subject:** Pro Plan Pricing — [Your Company]

---

Hi Sarah,

Great chatting with you yesterday about the Pro plan.

Here's the pricing breakdown:

**Pro Plan: $99/month**
- Feature 1
- Feature 2
- Feature 3
- Priority support

**Annual option:** $950/year (save $238)

Want to jump on a quick call to walk through the features? I'm free [your availability here].

Best,
[Your name]

---

**Status:** Draft saved, will remind you Friday to send.

Edit now or wait until Friday? ✉️

---

**Friday morning:**

**Paw:** 📅 **Reminder: Follow up with Sarah Chen**

**Task:** Send Pro plan pricing
**Client:** sarah@startup.com
**Context:** Interested in Pro plan, spoke Tuesday

**Draft email ready:**
[Shows email preview]

**Quick actions:**
- `/crm send` (send draft now)
- `/crm edit` (modify before sending)
- `/crm snooze 1d` (remind me tomorrow)
- `/crm done` (mark completed, no email)

What do you want to do? 🎯

From Flexasaurusrex/OpenPaw, MIT.

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