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Vault CRM

by Abdulkader Safi
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Description

A client and project CRM that stores everything as markdown notes in your vault and follows your theme. - This plugin has not been manually reviewed by Obsidian staff.

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Latest Version

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Changelog

See all version on GitHub

README file from

Github

CRM

A lightweight CRM that lives inside Obsidian. Track clients, deals, and projects, log every interaction, and keep your to-dos, without leaving your vault and without a cloud account.

Every record is a plain markdown note in your vault. The plugin reads and writes those notes, so your data stays yours: it works with Obsidian links, search, and the graph, and it outlives the plugin. The interface follows your installed theme and recolors with light and dark mode.

By Abdulkader Safi.

Features

  • Dashboard with a deal pipeline funnel, follow-ups due this week (with overdue / due-today flags), a revenue snapshot, recent activity, and your active projects.
  • Pipeline board of deals you drag between stages (lead, proposal, negotiating, won, lost).
  • Clients, Deals, and Projects lists with filtering and search, plus a detail page for each.
  • Deals as first-class opportunities, so one client can have many over time. Repeat business is just a new deal, not a reset.
  • Won a deal? Turn it into a project in one click, with the link kept between them.
  • Interactions and tasks logged right inside each note. Project progress is calculated from the tasks you tick off.
  • Tags, bulk actions, and per-deal / per-client timelines.
  • Follows your theme: no fixed colors, it adapts to light, dark, and whatever theme you run.
  • Local and offline: no accounts, no network calls, no telemetry. It only touches notes in the folder you choose.

Getting started

  1. Install CRM from Settings → Community plugins, then enable it.
  2. Open the plugin settings and set your CRM folder (default CRM) and default currency.
  3. Open the CRM from the ribbon icon or the Open view command.
  4. Add a client, add a deal to it, then drag the deal across the pipeline as it progresses. When it is won, convert it to a project.

How your data is stored

You pick one CRM folder in the settings. The plugin keeps everything under it in typed subfolders, created as needed:

CRM/
  Clients/    CoolPeak AC.md
  Deals/      CoolPeak AC - Website redesign.md
  Projects/   Horizon Events Website.md

Each note carries a crm field in its frontmatter (client, deal, or project) and links to its parents with wikilinks. Structured fields live in frontmatter; the note body is yours.

---
crm: deal
client: "[[CoolPeak AC]]"
stage: proposal # lead | proposal | negotiating | won | lost
service: Website redesign
value: 1500
currency: KWD
nextFollowUp: 2026-07-02
---
Notes about this opportunity.

Tasks and interactions live inside the note body, so they travel with the record:

## Tasks
- [ ] Send the proposal
- [x] Kickoff call

## Interactions
- 2026-06-23 | email | Follow up | Sent a follow-up after no reply.

Because the CRM is just reading and writing these notes, editing a note by hand updates the CRM, and using the CRM updates the notes. The view refreshes whenever a note in the folder changes.

How it is modelled

The CRM keeps the account, the sale, and the delivery separate, the way CRMs normally do:

  • Client is the account. It is never "in the pipeline"; its relationship (prospect, active, past) is worked out from its deals and projects.
  • Deal is one opportunity with a stage, value, and follow-up. The pipeline board is deals.
  • Project is the delivery work, usually created from a won deal, with its own status, budget, milestones, and tasks.

Use it with an AI agent

If you drive your vault with an AI coding agent (Claude Code and similar), open the plugin settings and use Install AI docs and templates. It writes a guide and entity templates into CRM/_docs/ (kept out of the CRM index). Point your agent instructions (for example CLAUDE.md) at CRM/_docs/CRM for AI agents.md, and the agent can create clients, deals, and projects, log interactions, manage tasks, and answer questions using the documented conventions.

Settings

  • CRM folder: where all records are stored.
  • Default currency: applied to new deals and projects.
  • Install AI docs and templates: write the agent guide and templates (see above).
  • Migrate clients to deals: if you used an early version where the client note held the sales stage and value, this moves those fields into a deal per client. Preview first; it never deletes data.

Privacy

The plugin works entirely on local markdown files in the folder you choose. It makes no network requests, stores nothing outside your vault, and collects no analytics.

Support

If this plugin is useful, you can support the work at ko-fi.com/abdulkadersafi.

Development

Built with Svelte 5, Tailwind CSS v4, shadcn-svelte, and esbuild. Install and build with bun:

bun install      # install dependencies
bun run dev      # compile JS and CSS in watch mode
bun run build    # type-check (svelte-check), then production build
bun run test     # run the unit tests
bun run lint     # lint

For local testing, work inside a vault at VaultFolder/.obsidian/plugins/vault-crm/, then reload Obsidian.

License

Released under the 0BSD license. See LICENSE.

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