Obsidian CRM Vault

€5+
2 ratings

Detailed documentation: Lean CRM Vault (sascha-kasper.com)

Version 02.00.20240325 - [*] indicates new/changed items

  • Themes: Default, Minimal, ITS, AnupPuccin
  • Folders
    • 90 Organize
      • Classes
        • CRM
      • Lookups
        • CRM *
      • Templates
        • CRM *
    • CRM
      • Accounts
      • Contacts
      • Interactions
      • Opportunities
      • Products
  • File classes
    • Account
    • Contact
    • Interaction
    • Opportunity
    • Product
  • Lookups
    • Account Sizes
    • Account Types
    • Countries
    • Interaction Types
    • Opp Phases
    • Opp Probabilities
    • Product Types
  • Templates
    • Template - Account
    • Template - Contact
    • Template - Interaction
    • Template - Meeting
    • Template - Opportunity
    • Template - Product
  • Community Plugins
    • Buttons
    • Dataview
    • Editor Syntax Highlight (optional)
    • Metadata Menu
    • QuickAdd
    • Style Settings
    • Templater
    • Update time on edit (optional)
  • CSS snippets
    • dashboard
    • dashboard-ReadLineLength
    • hide note properties
    • MCL Multi Column

The vault also includes some example notes for each entity.

The CRM Dashboard

The CRM Structure


I want this!

A zip file containing the folder structure, plugins, styles, and some demo content for an Obsidian vault

Version
02.00.20240325
"As is" policy and assistance
All the vaults are provided "as is". I craft them carefully and test them on my system. I cannot guarantee that they will work on every system out there. If they are not working for you, let me know and I will try to help you.
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€5+

Obsidian CRM Vault

2 ratings
I want this!