CRM
A lightweight CRM where each account is a readable markdown file, not a row in someone else's database.
What it does
Every account is a knowledge file you can read top to bottom, with the structured bits (status, next step, contacts, links) kept alongside. An onboarding board tracks new accounts through their first steps.
Features
Accounts as documents
Each account is markdown with a rendered and an edit view, and unsaved drafts are protected.
The essentials
Status, next step, links, contacts and a timeline of notes, calls, emails and meetings.
Portable
Export any account as one markdown file that makes sense outside the app.
Onboarding board
Kanban columns by stage with checklist templates, due dates and overdue warnings.
How it was built
Built on the shared platform kit from day one. Fields the app does not recognise are kept on save, so the shape of an account can change without a migration.