customer-folder-manager
CommunityManage local CRM data with Excel and customer file organization.
Authorxuantinfx
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill simplifies managing customer data locally by integrating Excel for record keeping and file organization in customer-specific folders.
Core Features & Use Cases
- CRM Integration: Leverages Excel for storing and managing customer records.
- File Organization: Automatically organizes customer-related files into sub-folders based on category.
- Use Case: A small business wants to track customer information and related documents in a centralized, organized manner, without the need for a full-fledged CRM system.
Quick Start
Run the setup wizard by executing python scripts/wizard.py greenfield --spec /path/to/spec.json to initialize your CRM and organize your customer data.
Dependency Matrix
Required Modules
openpyxlrapidfuzz
Components
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: customer-folder-manager Download link: https://github.com/xuantinfx/openclaw-install-toolkit/archive/main.zip#customer-folder-manager Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 620,000+ vetted skills library on demand.