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.
File name: @Contact Name - Company Name
aliases: “First_name”, “Last_name”, “email”, “(phone”]
City, ST, ZIP
Date - Summary