Intelligent Customer Relationship Management

Problem It Addresses

When customer details are scattered across chat logs, spreadsheets, and verbal notes, keeping records consistent becomes fragile. CRM Manager targets lightweight customer-operations workflows. It turns natural-language input into structured customer profiles, follow-up notes, and service records, reducing manual data entry and format drift. It is not a full sales CRM, but a practical option for small teams or a single service line that needs reliable basic customer management.

How It Works

The skill uses local YAML files as its data source, storing one file per customer, such as data/customers/{name}.yaml. Typical capabilities include:
- Create a customer: extract name and phone number from natural language, with optional email and WeChat ID.
- Update a customer: modify fields such as email, WeChat ID, level, or tags.
- Add follow-up notes: append date-stamped notes and update the last contact state.
- Add service records: log course purchases, single sessions, trial classes, renewals, and other types, generating unique IDs like SR001.
- Query and search: look up one customer by name, or filter by tags, status, level, email, or WeChat ID.
- Analyze service data: summarize service types, attendance, progress ratings, and activity metrics.

Boundaries And Notes

This skill fits workflows with relatively stable fields and high structure, especially fitness, training, or course-based services where follow-up and service history matter. It depends on key fields such as customer name and phone number; ambiguous natural-language input may reduce extraction quality. Because data is stored as local YAML files, production use should address access control, concurrent writes, backups, and privacy compliance. It does not provide a full permission model, advanced sales-funnel management, or integration with external business systems.