#1

I’m using Obsidian for smart notes and also as a simple CRM since it’s so handy and already open all the time.

I create a GitHub Repository to help with sharing of this idea and would like some feedback and help in making it better.

How do you use Obsidian for CRM functionality and what ideas do you have to make this better.

CRM Template:

File name: @Contact Name - Company Name
Contents:

aliases: “First_name”, “Last_name”, “email”, “(phone”]

Created: Date

Title

Full name

Contact Info

Full name
Title
Company
Address Line
City, ST, ZIP

Email:
Phone:

www.website.org

Log

Date - Summary

Notes

5 Likes
#2

Good stuff! I’ve been thinking about this a few times in the past months, and started using Obsidian for CRM late last year. What I find I write down in my crm in obsidian is also things like how I connected to someone. That context is what is missing from e.g. LinkedIn. The subjective info I often find more important than the objective stuff like contact details (which lives in my mail archive and phone anyway), or meeting logs. What I haven’t looked at, but what would be good to create I think is use yaml stuff and e.g. status-tagging with the Dataview plugin to pseudo-automate things. For instance I have a habit that I approach 2 commercial contacts every week outside my current scope of client interaction, just to hear how they’re doing. Tracking a list of contacts I haven’t been in touch with for a while to choose from each week will be helpful.

Some things about home-brew CRM I wrote late 2019 Homebrew CRM – Interdependent Thoughts
Personal CRM as not-LinkedIn from last month Personal CRM as a Not-LinkedIn – Interdependent Thoughts

1 Like
#3

Why put “Created” in the body instead of in YAML? I’m trying to figure out a good structure for a CRM-like system in Obsidian and trying to optimize for dataview usage.

#5

I’m a teacher and tutor. The C in CRM for me is both parent and child.

Messages from WhatsApp are quite siloed.

To get around this, I’m debating to draft messages to parents in Obsidian and tag the message with the child’s name. This way, I can link customer notes in with anything else.

#6

You must have a wealth of experience. What do you like the most?