Building a CRM System in Obsidian Using the Operon Plugin

The author shares their experience building a personal CRM system within Obsidian using the Operon plugin. The idea emerged after an interactive experiment on their Telegram channel, where the volume of requests from followers exceeded the capacity for manual task management. Instead of adopting third-party services, the author decided to integrate lead management into their existing Obsidian ecosystem, where they already manage projects and meeting notes. The article details the process of configuring the Operon plugin, adapting the structure for CRM needs, and the custom tweaks that enabled automated tracking of client interactions. This post is a valuable resource for Obsidian users looking to centralize their workflows and improve productivity without relying on additional SaaS solutions.