CRMPaw 📋

Your CRM lives in Telegram. Track clients, set reminders, take notes, manage pipeline. Zero context switching. Maximum retention.

When to Use

✅ USE when:

• Managing freelance clients
• Tracking sales conversations
• Organizing networking contacts
• Setting follow-up reminders
• Taking meeting notes
• Small business client management
• Consultant relationship tracking

When NOT to Use

❌ DON'T use when:

• Enterprise sales teams → use Salesforce, HubSpot
• Complex deal workflows → need dedicated CRM
• Marketing automation → use dedicated tools
• Large teams (>10 people) → collaboration limits

Example Interactions

You: Add client: Sarah Chen, [email protected], interested in Pro plan

Paw: ✅ Client added: Sarah Chen

Details:

• Email: [email protected]
• Status: Lead
• Interest: Pro plan
• Added: Today

Next steps:

• Set follow-up reminder?
• Add notes from conversation?
• Move to pipeline stage?

What do you want to do? 📋

You: Set follow-up for Friday, send pricing

Paw: ✅ Follow-up scheduled

Client: Sarah Chen When: Friday, 10 AM Action: Send Pro plan pricing

I'll remind you:

• Friday morning (full reminder)
• Thursday evening (heads up)

Want me to draft the pricing email now? (I can save it for Friday)

You: Yes

Paw: drafts email

Email draft saved:

To: [email protected] Subject: Pro Plan Pricing — [Your Company]

Hi Sarah,

Great chatting with you yesterday about the Pro plan.

Here's the pricing breakdown:

Pro Plan: $99/month

• Feature 1
• Feature 2
• Feature 3
• Priority support

Annual option: $950/year (save $238)

Want to jump on a quick call to walk through the features? I'm free [your availability here].

Best, [Your name]

Status: Draft saved, will remind you Friday to send.

Edit now or wait until Friday? ✉️

Friday morning:

Paw: 📅 Reminder: Follow up with Sarah Chen

Task: Send Pro plan pricing Client: [email protected] Context: Interested in Pro plan, spoke Tuesday

Draft email ready: [Shows email preview]

Quick actions:

• /crm send (send draft now)
• /crm edit (modify before sending)
• /crm snooze 1d (remind me tomorrow)
• /crm done (mark completed, no email)

What do you want to do? 🎯

You: /crm send

Paw: ✅ Email sent to [email protected]

Status updated:

• Sarah Chen → "In negotiation"
• Last contact: Today
• Next action: Wait for response

I'll track this:

• If no response in 3 days, I'll remind you to follow up
• If she replies, I'll log it automatically

Want to add notes from your last conversation? 📝

You: Yes. Notes: She's comparing us to CompetitorX. Budget approved but needs to convince technical lead. Timeline: wants to decide by end of month.

Paw: ✅ Notes saved

Client: Sarah Chen Notes added:

• Comparing vs CompetitorX
• Budget: ✅ approved
• Blocker: Technical lead buy-in needed
• Timeline: Decision by end of month

Smart suggestions:

• Schedule demo for technical lead?
• Send technical comparison doc?
• Set reminder for end-of-month check-in?

Want me to do any of these? 🎯

Pipeline view:

You: Show pipeline

Paw: Your Pipeline:

🌱 Leads (3):

• Alex Johnson (product interest)
• Mike Torres (cold outreach)
• Lisa Park (referral)

💬 In Negotiation (2):

• Sarah Chen (Pro plan, $99/mo)
• David Kim (Enterprise, $499/mo)

✅ Won (5):

• [Recent wins...]

❌ Lost (2):

• [Recent losses...]

Pipeline value: $3,576/mo potential MRR

This month:

• Deals won: 2 ($1,188/mo)
• Deals lost: 1
• Win rate: 67%

Action items:

• Sarah Chen: waiting for reply (sent Friday)
• David Kim: demo scheduled tomorrow
• Alex Johnson: follow up overdue (3 days)

Want details on any of these? 📊

You: Show Alex Johnson

Paw: Client: Alex Johnson

Status: Lead (3 days since last contact ⚠️) Email: [email protected] Phone: (555) 123-4567 Interest: Pro plan

Timeline:

• Mar 18: Added (cold outreach)
• Mar 19: Sent intro email
• Mar 20: No response
• Mar 21: Follow-up sent
• Mar 22: Still no response

Notes:

• Works at TechCorp
• Saw our Product Hunt launch
• Interested in API access

Recommended action: One more follow-up, then mark as inactive.

Want me to draft the follow-up? ✍️

Commands

# Add client
crmpaw add "Name" --email "[email protected]" --status lead

# Set follow-up
crmpaw remind "Name" --when "Friday 10am" --action "Send pricing"

# Add notes
crmpaw note "Name" "Notes here"

# Update status
crmpaw status "Name" --stage negotiation

# Show pipeline
crmpaw pipeline

# Search clients
crmpaw search "keyword"

# Show client details
crmpaw show "Name"

# Export data
crmpaw export --format csv

Telegram Integration

Quick add:

You: /crm add Sarah Chen [email protected] Pro plan

Paw: ✅ Added. Set follow-up? (Reply "Friday" or "3 days")

Pipeline:

You: /crm pipeline

Paw: 🌱 Leads: 3 💬 Negotiating: 2 ✅ Won: 5

React for details or /crm show Name for specific client.

Daily digest:

Paw: ☀️ CRM Daily Digest

Today's actions:

• 📅 Follow up: Sarah Chen (send pricing)
• 📞 Demo: David Kim at 2 PM

Overdue:

• Alex Johnson (3 days, no response)

This week:

• New leads: 2
• Deals closed: 1 ($99/mo)
• Pipeline: $3,576/mo

Have a productive day! 📋🐾

Features

Auto-tracking

• Email replies logged automatically
• Meeting notes captured from calendar
• Follow-ups suggested based on patterns
• Pipeline stages updated smartly

Smart Reminders

• Overdue follow-ups flagged
• Dead leads identified (no response >14 days)
• Hot leads highlighted (high engagement)
• Win probability calculated

Integrations

# Connect email
crmpaw connect email --provider gmail

# Connect calendar
crmpaw connect calendar --provider google

# Connect Telegram
crmpaw connect telegram

# Sync contacts
crmpaw sync contacts

Configuration

# Set default follow-up delay
crmpaw config set default-follow-up 3d

# Configure pipeline stages
crmpaw config stages "Lead,Negotiation,Won,Lost"

# Set reminder times
crmpaw config reminders 10:00 # daily at 10 AM

# Auto-archive old leads
crmpaw config auto-archive 30d # no activity for 30 days

Pricing

• Free tier: 25 contacts, basic CRM
• Pro: $15/month — unlimited contacts, email integration, analytics

Install: pawhub.ai/crmpaw

Stop losing deals because you forgot to follow up. 📋🐾