Learn OpenClaw CRM

What is OpenClaw CRM?

OpenClaw CRM is a free, open-source CRM (Customer Relationship Manager) that you host yourself. It helps you keep track of people, companies, deals, tasks, and notes — all in one place. Unlike other CRMs, your data stays on your own server. No monthly fees, no per-seat pricing.

Creating your account

1. Open OpenClaw CRM in your browser (your admin will give you the URL).
2. Click Get Started on the landing page.
3. Enter your name, email, and a password.
4. You'll be taken to the workspace selector. If a workspace already exists, pick it. Otherwise, create a new one by giving it a name.

The Home page

After logging in you land on the Home page. It shows a greeting, quick stats (total people, companies, open deals), your recent records, and shortcuts to common actions like adding a person or creating a deal.

People and Companies are the two main contact types. Each one is a table of records with customizable fields (we call them "attributes").

Adding a person

1. Open People in the sidebar.
2. Click the + New Record button (top-right).
3. Fill in the name and any other fields — email, phone, company, etc.
4. Click Create. The record opens so you can add notes, tasks, or more details.

Editing fields

Click any field value on a record to edit it inline. Press Enter or click away to save. To add a new field to the table, click the + column header and choose an attribute type (text, number, email, select, and more).

Attribute types

OpenClaw CRM supports 17 attribute types: text, number, currency, date, timestamp, checkbox, select, status, rating, email address, phone number, domain (website), location, personal name, record reference (link to another record), actor reference, and interaction.

Deals track your sales opportunities. They come with a built-in Kanban board so you can visualize where each deal sits in your pipeline.

Creating a deal

1. Open Deals in the sidebar.
2. Switch to the Kanban view (toggle at the top).
3. Click + New Record or the + button on any column.
4. Fill in the deal name, value, and linked company or person.

Moving deals through stages

Drag and drop a deal card from one column to another to change its stage (e.g. from "Qualified" to "Proposal Sent"). You can also click into the deal and change the status field directly.

Customizing stages

Go to the deal object settings to add, rename, reorder, or color-code your pipeline stages. Each stage is a "status" option on the stage attribute.

Tasks help you track things you need to do. Every task can be linked to one or more records (a person, company, or deal) so you always know the context.

Creating a task

1. Open Tasks in the sidebar — or click Add Task on a record's detail page.
2. Type the task description.
3. Optionally set a due date and assignee.
4. Click Create.

Completing tasks

Click the checkbox next to a task to mark it as done. Completed tasks are hidden by default — use the "Show completed" toggle to see them.

Notes let you write rich-text content attached to any record. Use them for meeting summaries, call logs, or any free-form information.

Creating a note

1. Open a record and click the Notes tab.
2. Click + New Note.
3. Write your note using the rich text editor — you can format text with bold, italics, headings, bullets, and more.
4. Notes save automatically as you type.

You can also view all notes across all records from the Notes page in the sidebar.

Lists are curated collections of records. Think of them as saved groups — for example, a "VIP Clients" list or a "Q1 Prospects" list.

Creating a list

1. In the sidebar under Lists, click the + icon.
2. Give your list a name and choose which object type it tracks (People, Companies, or Deals).
3. Click Create.

Adding records to a list

Open your list, click + Add Record, and search for the record you want to add. Lists can also have their own custom attributes (columns) that only apply within that list.

OpenClaw CRM has a built-in AI assistant that can read and write your CRM data using plain English. Ask it questions like "How many open deals do we have?" or tell it "Create a new person named Jane Doe."

Setting up AI

1. Go to Settings > AI.
2. Enter your OpenRouter API key (get one free at openrouter.ai).
3. Choose a model (e.g. Claude, GPT-4o, Llama).
4. Click Test Connection to verify.

Using the chat

Open Chat from the sidebar. Type your question or command. The AI can search records, show summaries, and create or update records. For write operations (create, update, delete), the AI will ask for your confirmation before making changes.

Every object (People, Companies, Deals) supports two view modes:

• Table view — a spreadsheet-style grid. Click column headers to sort. Resize columns by dragging edges.
• Kanban view — a board of cards grouped by a status attribute. Drag cards between columns.

Filtering

Click the Filter button to add conditions. You can filter by any attribute — for example, show only people in a specific city or deals worth more than $10,000. Combine multiple filters with AND logic.

Sorting

Click a column header in table view to sort ascending or descending. You can sort by name, date, value, or any other field.

Use the global search to find any record instantly. Press Ctrl+K (or Cmd+K on Mac) to open the search bar. Type a name, email, company, or any text to find matching records across all object types.

Access settings from the Settings link at the bottom of the sidebar.

Workspace

Rename your workspace or view workspace details. Only admins can change workspace settings.

Members

Invite team members by email. Set roles to "admin" or "member". Admins can manage settings, members, and API keys.

API Keys

Create API keys for external integrations. Keys start with oc_sk_ and can be scoped to specific permissions. See the API section below for details.

AI Configuration

Enter your OpenRouter API key and select a default AI model. Test the connection to make sure everything works.

OpenClaw CRM has a full REST API so you can integrate with other tools, automate workflows, or build custom apps on top of your CRM data.

Quick start

1. Go to Settings > API Keys and create a key.
2. Use it in the Authorization: Bearer oc_sk_... header.
3. Hit /api/v1/objects to list all object types.

Resources

• API Reference — /llms.txt (concise endpoint list)
• Full Documentation — /llms-full.txt (comprehensive reference for LLM agents)
• OpenAPI Spec — /openapi.json