Your Chat-Based CRM

Most CRM tools are built for sales teams with pipelines and deal stages. But what about your personal network? The people you meet at conferences, friends of friends who could become collaborators, the former colleague you keep meaning to catch up with. Those relationships slip through the cracks because no one opens Salesforce to log a coffee chat.

The Problem

You meet someone interesting at a conference. You swap business cards or LinkedIn connections. A week later, you can barely remember their name, let alone what you talked about or what you promised to follow up on.

Your contacts live in a dozen places:

• Phone contacts (names and numbers, no context)
• LinkedIn (hundreds of connections, no notes)
• Email threads (buried in noise)
• Business cards (in a drawer somewhere)
• Your memory (unreliable at best)

The Solution

OpenClaw turns your chat app into a lightweight CRM. Text it naturally after any interaction, and it logs everything — who, what, when, and what to do next.

  Your Chat App           OpenClaw Gateway           Contact Database
  ┌──────────────┐       ┌─────────────────┐       ┌──────────────────┐
  │  "met Lisa   │──────>│  AI parses:     │──────>│  Contacts table  │
  │   Chen from  │       │  - Name         │       │  - Name & org    │
  │   Acme..."   │       │  - Organization │       │  - Interactions   │
  └──────────────┘       │  - Context      │       │  - Follow-ups    │
                         │  - Follow-up    │       │  - Tags & notes  │
        ┌────────────────│  Schedules      │       └──────────────────┘
        │                │  reminder       │
        v                └─────────────────┘
  ┌──────────────┐
  │  Reminder:   │
  │  "Follow up  │
  │  with Lisa"  │
  └──────────────┘

One text message replaces opening a CRM, creating a contact, filling out fields, and setting a reminder. OpenClaw handles the parsing, storage, and scheduling.

What You'll Build

Course Structure