OpenClaw researches consulting opportunities into CRM
A consulting-agency owner reports using OpenClaw to research React/Node.js opportunities and import them into a custom CRM, with human qualification and one prospect advanced to deal stage.
reddit.com
Suggested prompt
Suggested prompt written by Agents In Use, not the source author. Replace bracketed inputs and review tool permissions first.
Find opportunities for [active campaign keywords], collect company and decision-maker evidence, and import matches into [CRM review stage]. Preserve sources and wait for my qualification before any outreach.
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Sourced account- Source author
- u/ognjengt on Reddit
- Original account
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- Reported result
- A consulting-agency owner reports using OpenClaw to research React/Node.js opportunities and import them into a custom CRM, with human qualification and one prospect advanced to deal stage.
- Human involvement
- The team deliberately retains human qualification and conversion. One contacted prospect moved to deal stage; a closed sale and independently audited cost savings are not established.
A linked account supports attribution. It does not mean we independently reproduced its result.
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How the agent did it
- Create active campaigns with specific development-opportunity keywords.
- Text OpenClaw to research those campaigns and relevant companies.
- Import matching opportunities through the custom CRM API.
A software-development consulting agency uses OpenClaw for opportunity research and a custom CRM built with Claude Code. The owner creates campaigns with keywords such as React and Node.js development inquiries, then texts the agent to fetch the active campaigns and find relevant opportunities.
OpenClaw researches company and executive context, including LinkedIn information, and imports matches directly through the CRM API. The team's dashboard remains the review surface: people decide which opportunities to pursue and can leave comments to refine future matching. The author reports contacting one prospect and advancing it into the deal stage, not a completed sale.
The system also supports conversational activity and stage updates and can extract context from email screenshots. The source identifies a four-person sales team and describes a lower-cost replacement for several subscriptions, but the quoted savings are the owner's arithmetic rather than an audited total cost including maintenance. The useful separation is agent research and API import followed by human qualification and contact. Claude Code built the interface and API; OpenClaw is the agent performing the ongoing research and conversational CRM work, so the entry does not confuse the two roles.
Prompt
Suggested prompt (written by Agents In Use, not the author's)
Source: Reddit · u/ognjengt on Reddit
Frequently asked questions
What defines a relevant opportunity?
Campaign keywords, such as React or Node.js development inquiries, guide the agent’s research.
Who decides which leads to chase?
People review imported opportunities in the dashboard and can leave feedback for future research.
Was the reported prospect a closed customer?
The author says one prospect was contacted and moved to deal stage, not that it became a completed sale.
More details
Remaining steps
- Review and comment on matches before pursuing them.
- Have a person contact qualified prospects and manage the deal decision.
About this account
OpenClaw researches active campaign targets, imports matches through API and performs conversational CRM updates; people choose which opportunities to pursue.
Firsthand account by u/ognjengt on Reddit; original publication date verified against Reddit created_utc 1773408872, converted to UTC calendar date. Outcomes are the author’s reports, not independently reproduced. Suggested prompt written by Agents In Use; not the author’s original prompt.
Credit: u/ognjengt on Reddit
Source published
Added to Agents In Use
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Tools and topics
OpenClaw · Custom CRM API · Campaign keywords · LinkedIn research · Email screenshots
Consulting opportunities · CRM imports · Human qualification
Editorial completeness: 100/100. Measures documented fields, not agent performance or verified outcomes.