LeanProductivity CRM Vault

I provide a downloadable CRM vault. This is part of the LeanProductivity Vault Collection. You can use it to kickstart your own CRM instance.

Alternatively, you can follow the step-by-step instructions in the video and build it from scratch - it really depends on how much you value your time.

👍 Introduction

The Lean CRM vault only includes what is needed for having a CRM solution inside of Obsidian.

If you are looking for a more generic vault to get started, check the free LeanProductivity Starter Vault.

The Lean CRM vault contains

a CRM-specific folder structure,
templates for all CRM entities,
pre-defined file classes for all CRM entities,
the required plugins,
CSS snippets.

I will update it as needed. Here you can always download the latest version. Once purchased, you will be eligible for free updates.

🚀 Get started

Explore the vault and play around. If things go really wrong, you can always restore it from the downloaded file.
Check this 🎞️ Tutorial for building it from scratch.
Join the LeanProductivity Discord server for help, updates, and placing requests.
Customize the vault as needed.
Extend the Lean CRM Vault with the other modules of the LeanProductivity Vault Collection.

ℹ️ Stay informed

If you want to make sure to get updates and news, subscribe or follow me on your preferred platform.

Platforms

Platform	Best for	Platform	Best for
YouTube	tutorials, tips, tweaks, requests	LinkedIn	updates, requests
Discord	support, Q&A, updates, requests	Threads	updates
Twitter	updates, requests	BlueSky	updates

➕ Additional Lean Vaults

You should know

All these vaults can easily be integrated into the free LeanProductivity Starter Vault and do not cause any conflicts when used together.
They are also built so that they should integrate with your existing vault - but obviously this cannot be guaranteed.
So make a backup before merging them.

Available Modules

🔗 Download4	📄 Documentation	🎞️ Tutorial
Lean Starter,LSV	Read	Watch
Lean Travel,LTR	Read	Watch
Lean Vaults Collection,LVC,Lean Vaults	Read	n/a
LeanHabits,LHB	Read	Watch

Entity Structure

The whole system is based on five entities and related interactions.
The main entity is Accounts, to which Contacts and Opportunities are directly related. The last entity is Products which is related to Opportunities. Interactions can be related to Contacts and Opportunities at the same time.

See the diagram below for the relationship types.

Lean CRM - Structure.png

🎇 Vault Contents

📂 Folder Structure

90 Organize
- Classes
  - CRM
    - Account
    - Contact
    - Interaction
    - Opportunity
    - Product
- Lookups
  - CRM
    - Account Sizes
    - Account Types
    - Countries
    - Interaction Types
    - Opp Phases
    - Opp Probabilities
    - Product Types
- Templates
  - CRM
    - Template - Account
    - Template - Contact
    - Template - Interaction
    - Template - Meeting
    - Template - Opportunity
    - Template - Productg
CRM
- Accounts
- Contacts
- Interactions
- Opportunities
- Products

🎯 Core Plugins

Backlinks
Bookmarks
Canvas
Command palette
Daily notes
File recovery
Files
Graph view
Note composer
Outgoing links
Outline
Page preview
Properties view
Search
Tags view
Templates
Word count
Workspaces

🔌 Community Plugins

❗ Required

Dataview
Map View
Metadata Menu
QuickAdd
Templater

❔ Recommended

Plugin Update Tracker
Style Settings
Update time on edit