Axis CRM

A git-based CRM for freelancers and small teams.

Manage your clients, projects, meetings, contacts, rates, and files — all as Markdown in a git repo. No database, no SaaS, no vendor lock-in.

Works in any text editor. Optimized for Obsidian with Dataview dashboards. Supports automation through n8n workflows.

Quick Start

npx axis-crm init
cd crm
git init && git add -A && git commit -m "init: axis-crm"

That's it. You have a working CRM. Open in Obsidian and open CRM Dashboard.md.

Why

You're a freelancer. You have 5-10 clients. You need to know:

• Who are my contacts at each client?
• What projects am I working on and what's their status?
• What did we agree on in the last meeting?
• What's my hourly rate for this client?
• Where's the contract?

You don't need Salesforce, HubSpot, or a $50/month tool. You need a folder structure that makes sense, with version history and zero maintenance.

Axis CRM gives you:

• One folder per client — contacts, meetings, projects, communication, files, all in one place
• Billing rates — track hourly/daily rates per client in frontmatter
• Meeting notes — auto-saved from Fireflies via n8n (or add manually)
• Project tracking — scope, briefs, deliverables, timeline per project
• Version history — every change is a git commit, nothing is ever lost
• Dashboards — Obsidian Dataview queries show you everything at a glance
• AI-ready — CLAUDE.md included, works with Claude Code and Cursor out of the box

What a Client Looks Like

clients/acme-consulting/
  README.md                  # overview, status, rates, industry
  contacts/
    jana-novakova.md         # name, role, email, phone, notes
    tomas-dvorak.md
  meetings/
    2026-02-10-kickoff.md    # agenda, notes, action items, transcript
    2026-03-15-review.md
  projects/
    web-redesign/
      README.md              # scope, timeline, status, value
      brief.md              # client brief
      deliverables/
      notes/
  communication/
    2026-03-01-price-agreed.md   # key decisions and agreements
  files/
    contracts/
    proposals/
    invoices/

Every file uses YAML frontmatter for structured data. Git gives you the history.

Billing Rates

Track what each client pays you:

# in clients/acme-consulting/README.md frontmatter
hourly_rate: 120
manday_rate: 960
currency: 'USD'

Query across all clients in Obsidian: "show me clients sorted by hourly rate" — just works with Dataview.

Structure

axis-crm/
  clients/              # each client = a folder (the core of the CRM)
  leads/                # potential clients (optional pipeline)
  templates/            # templates for clients, contacts, meetings, projects
  rules/                # field definitions, folder structure docs
  scripts/              # shell scripts for common operations
  automations/          # n8n workflow exports (meeting notes, research)
  dashboards/           # Obsidian Dataview dashboards
  CRM Dashboard.md      # main overview
  CLAUDE.md             # AI agent instructions

Scripts

| Script | What it does | | --- | --- | | new-project.sh | Create a new project for a client | | validate.sh | Check all clients for required fields and structure | | new-lead.sh | Create a new lead (for the optional pipeline) | | convert-to-client.sh | Convert a lead into a full client folder |

# Add a new project to a client
./scripts/new-project.sh acme-consulting "Mobile App"

# Validate your CRM data
./scripts/validate.sh

Automations

Two optional n8n workflows are included:

Meeting to CRM — Fireflies records a meeting, webhook fires, AI (Claude) identifies the client, extracts a summary and action items, and commits the meeting notes to the right client folder. Automatically.

Client Research — Send a company name + website URL, get back a structured client profile with contacts, services, and business registry data.

Setup: automations/README.md

Dashboards

Requires Obsidian + Dataview plugin.

| Dashboard | Shows | | --- | --- | | CRM Dashboard.md | Active clients, recent meetings, overview | | dashboards/client-overview.md | All clients with status, priority, rates | | dashboards/pipeline.md | Lead pipeline by stage (if using leads) | | dashboards/hot-leads.md | High-score leads ready for outreach |

Lead Pipeline (Optional)

If you also want to track potential clients before they become clients:

new → enriched → qualified → contacted → responded → opportunity → client

Leads are scored 0-100. When a lead converts, run convert-to-client.sh and it becomes a full client folder. Details in rules/.

License

MIT — use it, fork it, make it yours.