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πŸ¦€ ClawHub

Gracie Crm

by @jayjjimenez

Manage and track Gracie AI Receptionist sales leads with CLI commands to add, update, log calls, notes, and view sales pipeline summaries.

Versionv1.0.0
Downloads458
Installs1
TERMINAL
clawhub install gracie-crm

πŸ“– About This Skill

Gracie CRM Skill

A lightweight CLI CRM for tracking Gracie AI Receptionist sales leads.

Location

~/StudioBrain/00_SYSTEM/skills/gracie-crm/

Data Store

crm.json β€” JSON array of lead objects

Commands

cd ~/StudioBrain/00_SYSTEM/skills/gracie-crm

List all leads sorted by follow-up date

python3 crm.py list

Add a new lead

python3 crm.py add --name "Victory Auto" --phone "718-698-9896" --category "auto"

Log a call result

python3 crm.py call --outcome "no answer" --followup "2026-03-01"

Add a note to a lead

python3 crm.py note "Owner is Mike, best time is 8am"

Show leads due today or overdue

python3 crm.py today

Import leads from MASTER_LEAD_LIST.md

python3 crm.py import

Show pipeline summary

python3 crm.py pipeline

Status Values

  • new β€” Not yet contacted
  • called β€” Call made
  • no_answer β€” No answer
  • interested β€” Lead showed interest
  • demo_sent β€” Demo/proposal sent
  • closed_won β€” Deal closed βœ…
  • closed_lost β€” Deal lost ❌
  • Lead Schema

    {
      "id": 1,
      "name": "Victory Auto Repair",
      "phone": "718-698-9896",
      "category": "auto",
      "status": "new",
      "calls": [{"date": "2026-02-27", "outcome": "no answer", "notes": ""}],
      "notes": [],
      "followup_date": null,
      "added": "2026-02-27"
    }
    

    Categories

  • auto β€” Auto repair shops
  • hvac β€” HVAC / plumbing
  • dental β€” Dental practices
  • insurance β€” Insurance agencies
  • medical β€” Medical offices
  • legal β€” Law firms
  • other β€” Everything else
  • Skill Trigger

    Use this skill when Jay asks to:
  • Check leads / call list
  • Log a call outcome
  • See what follow-ups are due
  • Add a new prospect
  • Review the Gracie sales pipeline