Skill: theshadowrose/client-tracker (version 1.0.2)

--- name: "ClientTracker Freelancer CRM" description: "Simple CRM for freelancers. Track contacts, projects, invoices, follow-ups, communication history. All through conversation with your agent." author: "@TheShadowRose" version: "1.0.1" tags: ["client-tracker"] license: "MIT" --- # ClientTracker Freelancer CRM Simple CRM for freelancers. Track contacts, projects, invoices, follow-ups, communication history. All through conversation with your agent. --- Track clients, projects, and money through conversation. ## Usage ``` You: "New client: Acme Corp, contact Sarah at [REDACTED_SECRET], website redesign, budget $5000" Agent: "Added Acme Corp. Project: website redesign ($5,000). Contact: Sarah. Follow-up reminder set for 3 days." ``` ## Features - **Contact management** — names, emails, companies, notes - **Project tracking** — status, budget, deadlines, deliverables - **Invoice tracking** — sent, paid, overdue with reminders - **Follow-up system** — "remind me to check in with Sarah next week" - **Communication log** — emails, calls, meetings per client - **Pipeline view** — leads → proposals → active → completed - **Revenue dashboard** — monthly income, outstanding, projections ## Pipeline ``` Lead → Proposal Sent → Negotiating → Active → Completed → Follow-up ``` --- ## ⚠️ Disclaimer This software is provided "AS IS", without warranty of any kind, express or implied. **USE AT YOUR OWN RISK.** - The author(s) are NOT liable for any damages, losses, or consequences arising from the use or misuse of this software — including but not limited to financial loss, data loss, security breaches, business interruption, or any indirect/consequential damages. - This software does NOT constitute financial, legal, trading, or professional advice. - Users are solely responsible for evaluating whether this software is suitable for their use case, environment, and risk tolerance. - No guarantee is made regarding accuracy, reliability, completeness, or fitness for any particular purpose. - The author(s) are not responsible for how third parties use, modify, or distribute this software after purchase. By downloading, installing, or using this software, you acknowledge that you have read this disclaimer and agree to use the software entirely at your own risk. **DATA DISCLAIMER:** This software processes and stores data locally on your system. The author(s) are not responsible for data loss, corruption, or unauthorized access resulting from software bugs, system failures, or user error. Always maintain independent backups of important data. This software does not transmit data externally unless explicitly configured by the user. --- ## Support & Links | | | |---|---| | 🐛 **Bug Reports** | [REDACTED_SECRET] | | ☕ **Ko-fi** | [ko-fi.com/theshadowrose](https://ko-fi.com/theshadowrose) | | 🛒 **Gumroad** | [shadowyrose.gumroad.com](https://shadowyrose.gumroad.com) | | 🐦 **Twitter** | [@TheShadowyRose](https://twitter.com/TheShadowyRose) | | 🐙 **GitHub** | [github.com/TheShadowRose](https://github.com/TheShadowRose) | | 🧠 **PromptBase** | [promptbase.com/profile/shadowrose](https://promptbase.com/profile/shadowrose) | *Built with [OpenClaw](https://github.com/openclaw/openclaw) — thank you for making this possible.* --- 🛠️ **Need something custom?** Custom OpenClaw agents & skills starting at $500. If you can describe it, I can build it. → [Hire me on Fiverr](https://www.fiverr.com/s/jjmlZ0v)

path: LICENSE.md
content: MIT License

Copyright (c) 2026 Shadow Rose

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.


path: README.md
content: # ClientTracker — Freelancer CRM

Track clients, projects, and money through conversation.

## Usage

```
You: "New client: Acme Corp, contact Sarah at [REDACTED_SECRET], 
      website redesign, budget $5000"
Agent: "Added Acme Corp. Project: website redesign ($5,000). 
        Contact: Sarah. Follow-up reminder set for 3 days."
```

## Features

- **Contact management** — names, emails, companies, notes
- **Project tracking** — status, budget, deadlines, deliverables
- **Invoice tracking** — sent, paid, overdue with reminders
- **Follow-up system** — "remind me to check in with Sarah next week"
- **Communication log** — emails, calls, meetings per client
- **Pipeline view** — leads → proposals → active → completed
- **Revenue dashboard** — monthly income, outstanding, projections

## Pipeline

```
Lead → Proposal Sent → Negotiating → Active → Completed → Follow-up
```
---

## ⚠️ Disclaimer

This software is provided "AS IS", without warranty of any kind, express or implied.

**USE AT YOUR OWN RISK.**

- The author(s) are NOT liable for any damages, losses, or consequences arising from 
  the use or misuse of this software — including but not limited to financial loss, 
  data loss, security breaches, business interruption, or any indirect/consequential damages.
- This software does NOT constitute financial, legal, trading, or professional advice.
- Users are solely responsible for evaluating whether this software is suitable for 
  their use case, environment, and risk tolerance.
- No guarantee is made regarding accuracy, reliability, completeness, or fitness 
  for any particular purpose.
- The author(s) are not responsible for how third parties use, modify, or distribute 
  this software after purchase.

By downloading, installing, or using this software, you acknowledge that you have read 
this disclaimer and agree to use the software entirely at your own risk.


**DATA DISCLAIMER:** This software processes and stores data locally on your system. 
The author(s) are not responsible for data loss, corruption, or unauthorized access 
resulting from software bugs, system failures, or user error. Always maintain 
independent backups of important data. This software does not transmit data externally 
unless explicitly configured by the user.

---

## Support & Links

| | |
|---|---|
| 🐛 **Bug Reports** | [REDACTED_SECRET] |
| ☕ **Ko-fi** | [ko-fi.com/theshadowrose](https://ko-fi.com/theshadowrose) |
| 🛒 **Gumroad** | [shadowyrose.gumroad.com](https://shadowyrose.gumroad.com) |
| 🐦 **Twitter** | [@TheShadowyRose](https://twitter.com/TheShadowyRose) |
| 🐙 **GitHub** | [github.com/TheShadowRose](https://github.com/TheShadowRose) |
| 🧠 **PromptBase** | [promptbase.com/profile/shadowrose](https://promptbase.com/profile/shadowrose) |

*Built with [OpenClaw](https://github.com/openclaw/openclaw) — thank you for making this possible.*

---

🛠️ **Need something custom?** Custom OpenClaw agents & skills starting at $500. If you can describe it, I can build it. → [Hire me on Fiverr](https://www.fiverr.com/s/jjmlZ0v)


path: src/client-tracker.js
content: /**
 * ClientTracker — Freelancer CRM
 * @author @TheShadowRose
 * @license MIT
 */
const fs = require('fs');
const path = require('path');

class ClientTracker {
  constructor(options = {}) {
    this.dataDir = options.dataDir || './clients';
    this.dbFile = path.join(this.dataDir, 'clients.json');
    if (!fs.existsSync(this.dataDir)) fs.mkdirSync(this.dataDir, { recursive: true });
    this.clients = this._load();
  }

  addClient(name, email, company, notes) {
    const id = Date.now().toString(36) + Math.random().toString(36).slice(2, 5);
    const client = { id, name, email, company, notes, projects: [], invoices: [], pipeline: 'lead', created: new Date().toISOString() };
    this.clients.push(client);
    this._save();
    return client;
  }

  addProject(clientId, project) {
    const client = this.clients.find(c => c.id === clientId || c.name.toLowerCase() === clientId.toLowerCase());
    if (!client) return null;
    const proj = { id: Date.now().toString(36) + Math.random().toString(36).slice(2, 5), name: project.name, budget: project.budget || 0, status: 'active', deadline: project.deadline, started: new Date().toISOString() };
    client.projects.push(proj);
    client.pipeline = 'active';
    this._save();
    return proj;
  }

  addInvoice(clientId, amount, description) {
    const client = this.clients.find(c => c.id === clientId || c.name.toLowerCase() === clientId.toLowerCase());
    if (!client) return null;
    const inv = { id: 'INV-' + Date.now().toString(36).toUpperCase(), amount, description, status: 'sent', date: new Date().toISOString().split('T')[0] };
    client.invoices.push(inv);
    this._save();
    return inv;
  }

  markPaid(clientId, invoiceId) {
    const client = this.clients.find(c => c.id === clientId || c.name.toLowerCase() === clientId.toLowerCase());
    if (!client) return null;
    const inv = client.invoices.find(i => i.id === invoiceId);
    if (inv) { inv.status = 'paid'; inv.paidDate = new Date().toISOString().split('T')[0]; }
    this._save();
    return inv;
  }

  pipeline() {
    const stages = { lead: [], proposal: [], negotiating: [], active: [], completed: [], followup: [] };
    for (const c of this.clients) {
      const stage = c.pipeline || 'lead';
      if (!stages[stage]) stages[stage] = [];
      stages[stage].push({ name: c.name, company: c.company });
    }
    return stages;
  }

  revenue(month) {
    const m = month || new Date().toISOString().slice(0, 7);
    let paid = 0, outstanding = 0;
    for (const c of this.clients) {
      for (const inv of c.invoices) {
        if (inv.date.startsWith(m)) {
          if (inv.status === 'paid') paid += inv.amount;
          else outstanding += inv.amount;
        }
      }
    }
    return { month: m, paid, outstanding, total: paid + outstanding };
  }

  search(query) {
    const q = query.toLowerCase();
    return this.clients.filter(c => c.name.toLowerCase().includes(q) || (c.company || '').toLowerCase().includes(q) || (c.email || '').toLowerCase().includes(q));
  }

  _load() { try { return JSON.parse(fs.readFileSync(this.dbFile, 'utf8')); } catch { return []; } }
  _save() { fs.writeFileSync(this.dbFile, JSON.stringify(this.clients, null, 2)); }
}

module.exports = { ClientTracker };


Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: clean | SkillSpector: suspicious (MEDIUM)