# CRM system in Markdown in Obsidian **URL:** \ **Category:** Knowledge management\ **Created:** [March 31, 2021, 10:50pm UTC](https://forum.obsidian.md/t/crm-system-in-markdown-in-obsidian/15691 "2021-03-31T22:50:33Z")\ **Posts on this page:** 1\ **Showing post:** 2
**Author:** ![ton](https://forum.obsidian.md/letter_avatar_proxy/v4/letter/t/e0b2c6/32.png) [@ton](https://forum.obsidian.md/u/ton)\ **Post date:** [April 1, 2021, 6:16pm UTC](https://forum.obsidian.md/t/crm-system-in-markdown-in-obsidian/15691/2 "2021-04-01T18:16:44Z")
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](https://www.zylstra.org/blog/2019/12/homebrew-crm/) Personal CRM as not-LinkedIn from last month [Personal CRM as a Not-LinkedIn – Interdependent Thoughts](https://www.zylstra.org/blog/2021/02/personal-crm-as-a-not-linkedin/) --- _[View the full topic](https://forum.obsidian.md/t/crm-system-in-markdown-in-obsidian/15691)._