Vault CRM

Freelancers and solo studios increasingly run their whole work life inside Obsidian: project notes, meeting notes, tasks, and documentation. The business side of that work, the clients and the deals, usually lives somewhere else. Vault CRM brings it into the vault. Clients, deals, and projects become plain markdown notes you own, with a dashboard that reads and writes those notes. You can track your pipeline, log every client conversation, and stay on top of follow-ups without leaving the app where the work already happens.

A freelancer's client information tends to scatter across tools. Leads sit in a spreadsheet, follow-ups in phone reminders, the sales pipeline in a separate app, and the actual project work in Obsidian. Nothing links together, so it is easy to forget to chase a proposal, hard to see which deals are close to closing, and common to lose the story of how a client was won once delivery starts. Paid CRMs solve part of this, but they keep your client data in their cloud, away from the notes where the real work lives. For a business of one, that split quietly costs time and the occasional deal.

Vault CRM makes the vault itself the CRM. A client is the account you keep over time, a deal is one opportunity moving through your pipeline, and a project is the delivery work, each one a markdown note. The dashboard shows the pipeline, the follow-ups due this week, a revenue snapshot, and your active projects at a glance. Repeat business is simply a new deal on the same client, so the full relationship history stays in one place instead of resetting. Interactions and to-dos are written inside each note, so the business context sits right next to the work it belongs to. Everything stays local and private, with no account and no cloud, and because it is all markdown it works with Obsidian search, links, and the graph. An AI assistant can even read and update it the same way you would.