CRM (Contact Management)

Overview

The CRM plugin provides a lightweight contact management system for tracking people and organizations you interact with. It's designed for professionals who need to maintain relationships without the complexity of enterprise CRM systems.

Key features:

• Contact and organization management
• Interaction tracking (calls, emails, meetings, notes)
• Encrypted storage for sensitive information
• Workspace isolation for multi-client use

Getting Started

Enabling the CRM Plugin

1. Go to Settings > Plugins in your workspace
2. Ensure the CRM plugin is enabled
3. Click CRM in the sidebar to access the dashboard

CRM Navigation

The CRM section includes:

Managing Contacts

Creating a Contact

1. Navigate to CRM > Contacts
2. Click Create Contact
3. Fill in the contact details:
   • Name: First and last name
   • Email: Primary email address
   • Phone: Phone number
   • Social Links: LinkedIn, Telegram, Twitter, GitHub
   • Organization: Link to an organization (optional)
   • About: Notes about the contact
   • Skills/Tags: Categorize the contact
4. Click Create to save

Contact Information

Each contact can include:

Viewing Contact Details

Click on any contact to view their full profile, including:

• All contact information
• Linked organization
• Recent interactions
• Communication history

Connection Strength

Contacts display a connection strength indicator based on interaction frequency:

Managing Organizations

Creating an Organization

1. Navigate to CRM > Organizations
2. Click Create Organization
3. Fill in the details:
   • Name: Organization name
   • Website: Company website URL
   • Industry: Business sector
   • Size: Number of employees
   • Description: About the organization
4. Click Create to save

Organization Information

Linking Contacts to Organizations

When creating or editing a contact, select an organization from the dropdown to link them. This helps you:

• See all contacts at a company
• Track organizational relationships
• Filter contacts by organization

Interaction Tracking

Logging Interactions

Track your communications with contacts:

1. Open a contact's profile
2. Click Add Interaction
3. Select the interaction type and add notes

Interaction Types

Interaction Direction

Mark interactions as:

• Inbound: They contacted you
• Outbound: You contacted them

Dashboard

The CRM dashboard provides an overview:

Top Organizations

The dashboard shows organizations with the most contacts, helping you identify key relationships.

Privacy and Security

Encrypted Data Storage

Sensitive personal information is encrypted at rest:

• Email addresses
• Phone numbers
• Social media handles

This ensures that even if the database is accessed, personal information remains protected.

Workspace Isolation

All CRM data is scoped to your workspace:

• Contacts in one workspace are invisible to others
• You can maintain separate contact lists for different clients or projects
• Organization data is also workspace-specific

Search and Filtering

Searching Contacts

Use the search bar to find contacts by:

• Name
• Email
• Organization
• Skills or tags

Filtering Options

Filter contacts by:

• Organization
• Tags
• Last interaction date
• Connection strength

Best Practices

Organizing Contacts

1. Use organizations to group contacts by company
2. Add tags for quick filtering (e.g., "Client", "Vendor", "Partner")
3. Include skills for professional contacts
4. Keep notes updated in the About field

Maintaining Relationships

1. Log interactions after calls and meetings
2. Set reminders using the Actions feature to follow up
3. Review connection strength to identify contacts needing attention

Multi-Workspace Use

1. Create separate workspaces for different clients or projects
2. Keep work and personal contacts separate with different workspaces
3. Use organization isolation to maintain client confidentiality

Coming Soon

• Communications: Track email and message history
• Templates: Reusable message templates
• Import/Export: CSV and Excel support
• Advanced Views: Custom column configurations

Next Steps

• Return to Plugins overview
• Learn about Projects
• Learn about Actions