Vault CRM for Obsidian

Lightweight CRM plugin that lives inside Obsidian, storing clients and deals as markdown notes.

Pluginfree

Vault CRM is an Obsidian plugin that turns a vault into a lightweight CRM. Clients, deals and projects are stored as plain markdown notes with a visual deal-pipeline board, follow-up reminders and a dashboard, and everything works offline with no cloud account, so notes can be edited by hand or through the plugin interchangeably.

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Behind the summary, Matchbox keeps a richer profile of Vault CRM for Obsidian - the signals our matcher actually reads to decide when to surface it. It stays private; claim the listing to see and control it.

Problem & pain-point mapping
Who we surface it to (audience fit)
What it's a strong alternative to
Trust & credibility signals

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