Obsidian CRM Template: A Personal CRM Vault with Contacts, Deals and Follow-ups

A CRM does three jobs: it remembers who you know, what you promised them and which deals are still open. This Obsidian CRM template does all three in plain Markdown files you own, with no subscription and no per-seat pricing. It comes with the pipeline of an invented design consultancy already filled in, so the dashboard shows real follow-ups, a pipeline split by stage and the contacts that are going cold the first time you open it.

What's inside this Obsidian CRM template

• Contacts/: eight people with company, role, relationship, last_contact and next_follow_up properties, from Lina Ortega at a logistics firm to a referral partner who has gone quiet since summer.
• Companies/: four organisations. Each note lists its people and its deals on its own, through queries on the links.
• Deals/: six opportunities with value, stage and close_date, covering every stage from lead to won and lost.
• Interactions/: a dated note for each call, email and meeting, with the follow-up tasks it produced.
• CRM Dashboard: follow-ups due in the next seven days, open tasks, pipeline value by stage, open deals, contacts not reached in 60 days and the latest interactions.
• Pipeline.base: the same deals as an editable table grouped by stage, built with the core Bases plugin.
• Templates/: contact, company, deal and interaction.

How the personal CRM works in Obsidian

The whole system rests on links. An interaction note names its contact, a contact names its company, a deal names both, and every list inside a note is a Dataview query on those links, so you never maintain a list by hand. The routine is short. After a conversation, create an interaction from the template, write two lines of summary and any next steps as tasks, then update the contact's last_contact and next_follow_up. Once a week, open the dashboard and work down the follow-ups at the top. Dates are written as YYYY-MM-DD so that the queries can compare them with today.

Tracking deals and follow-ups

Each deal moves through six stages, written in the stage property: lead, qualified, proposal, negotiation, won and lost. The dashboard adds up the value of each stage with GROUP BY, so you can see at a glance how much work is waiting on a proposal. The "not contacted in 60 days" view is the one people tend to keep: it catches the referral partner or past client you meant to call. If you prefer clicking to writing queries, open Pipeline.base, change a stage in the table and the dashboard follows. Our Obsidian Dataview guide explains every query in the vault line by line.

Plugins the CRM vault uses

Dataview is required: the dashboard and the lists inside contact and company notes run on it. The core Templates plugin is enabled and pointed at the Templates folder. The pipeline table uses the core Bases plugin, included in current versions of Obsidian, and everything else works without it.

Download the Obsidian CRM template

Unzip the download, choose Open folder as vault in Obsidian, allow community plugins and install Dataview. Open Start Here first, then the CRM Dashboard in reading view. When your own contacts are in, delete the sample ones: the structure is the product, the data is there to show it working. For meeting notes that feed the same contacts, pair it with the meeting notes pack.