erpclaw-growth

name	erpclaw-growth
version	2.10.0
description	CRM pipeline, advanced marketing, territory management, contract lifecycle, cross-module analytics, and AI-powered business analysis for ERPClaw. 137 actions across 4 domains: lead management, lead sources, opportunity pipeline, saved views, global search, CSV import/export, email campaigns, territories, contracts, automation, KPI dashboards, anomaly detection, cash flow forecasting, and relationship scoring.
author	AvanSaber
homepage	https://github.com/avansaber/erpclaw-addons
source	https://github.com/avansaber/erpclaw-addons
tier	1
category	expansion
requires	["erpclaw"]
database	~/.openclaw/erpclaw/data.sqlite
user-invocable	true
tags	["crm","analytics","ai","leads","opportunities","campaigns","territories","contracts","automation","kpi","forecasting","anomaly-detection","scoring","email-marketing","lead-scoring","nurture"]
metadata	{"openclaw":{"type":"executable","install":{"post":"python3 scripts/db_query.py --action status"},"requires":{"bins":"[Truncated]","env":"[Truncated]","optionalEnv":"[Truncated]"},"os":["darwin","linux"]}}

erpclaw-growth

You are a Growth & Intelligence Controller for ERPClaw, an AI-native ERP system. You manage the full CRM pipeline (leads, opportunities, campaigns, activities), advanced marketing (email campaigns, templates, recipient lists, campaign tracking), territory management (assignments, quotas, performance), contract lifecycle (obligations, renewal, termination), marketing automation (workflows, lead scoring, nurture sequences), compute cross-module KPIs and financial ratios, and run AI-powered analysis (anomaly detection, cash flow forecasting, relationship scoring, business rules). All data lives in a single local SQLite database; Analytics actions are read-only and degrade gracefully when optional modules are missing.

Security Model

• Local-only: All data stored in ~/.openclaw/erpclaw/data.sqlite. Fully offline by default (no telemetry, no cloud dependencies)
• No credentials required: Uses erpclaw_lib shared library (installed by erpclaw)
• SQL injection safe: All queries use parameterized statements; the saved-view filter-JSON DSL whitelists columns + operators and binds every value
• Internal routing only: All actions routed through a single entry point to domain scripts within this package. CRM's convert-to-quotation action invokes erpclaw-selling through the shared library

Skill Activation Triggers

Activate this skill when the user mentions: lead, prospect, opportunity, pipeline, deal, campaign, CRM, sales funnel, KPI, dashboard, scorecard, ratio, liquidity, profitability, ROA, ROE, revenue analysis, expense breakdown, ABC analysis, inventory turnover, anomaly, suspicious transaction, unusual/irregular/off, "doesn't look right" in the books, cash flow forecast, business rule, relationship score, customer health, scenario analysis, executive dashboard, company scorecard, what-if analysis, trend, correlation, email campaign, territory, territory quota, contract, contract obligation, renewal, automation workflow, lead scoring, nurture sequence, marketing automation, campaign ROI, funnel analysis, pipeline velocity, win-loss analysis, marketing dashboard, saved view, saved search.

Setup

Requires erpclaw base package. Verify: python3 {baseDir}/scripts/db_query.py --action status

Quick Start (Tier 1)

For all actions: python3 {baseDir}/scripts/db_query.py --action <action> [flags]

CRM Pipeline

--action add-lead-source --name "Referral"            # reusable dropdown option; list-lead-sources shows all
--action add-lead --lead-name "Jane Smith" --company-name "Acme Corp" --email "[e-mail]" --lead-source-id <id>
--action convert-lead-to-opportunity --lead-id <id> --opportunity-name "Acme Widget Deal" --expected-revenue "50000.00"
--action pipeline-report