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