# ClientTracker Freelancer CRM

> Simple CRM for freelancers. Track contacts, projects, invoices, follow-ups, communication history. All through conversation with your agent.

- Skill: `lord1egypt/clienttracker-freelancer-crm` (Agent Skill)
- Install (CLI): `npx skillmds@latest add lord1egypt/clienttracker-freelancer-crm`
- Raw SKILL.md: https://api.skillmd.com/api/skills/lord1egypt/clienttracker-freelancer-crm/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: AI & ML
- License: MIT
- Author: Lord1Egypt (https://skillmd.com/u/lord1egypt)
- Updated: 2026-09-08
- Page: https://skillmd.com/skills/lord1egypt/clienttracker-freelancer-crm

---


# 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 sarah@acme.com, 
      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** | TheShadowyRose@proton.me |
| ☕ **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.*

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