I manage my business mostly with Obsidian. I have a note for each company (I add Inc to each note name “Company Inc”) and add them to my CRM. Inc is helpful because I usually have another note for the company itself or if they have a product, so I have a clear separation between my “notes” and part of the second brain and business-related CRM notes.

My template looks like the one below, whereas #crmssp is the tag that the Plugin Obsidian Projects looks for. I use mainly “table view” and the “sales funnel” (a Kanban board) for checking status.

Bases: Core Plugin

Since 2025-05-22, there is a new core, built-in project management called Bases. The main advantage, the metadata of project-plugin was hidden in setting folders, bases uses a YAML with the extension .base that gets integrated as normal file. Nice.

Table View:

Sales Funnel with Kanban Vihttps://www.ssp.sh/brain/Managing%20My%20Business%20with%20Obsidian-20241024114240048.webp1024114240048.webp">

Writing Board whttps://www.ssp.sh/brain/Managing%20My%20Business%20with%20Obsidian-1741271038252.webp20with%20Obsidian-1741271038252.webp">

I have another page where I track income and outcomes. I use Basecamp for Todo’s with a reminder, also I can collaborate with customers, but everything else is in Obsidian.

Template for CRM:

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---Work: BlogsAction: Needs AssessmentType: 2-ProspectHotness: 5-ColdEmail: ""Created: <% tp.date.now("YYYY-MM-DD") %>Origin:Timing: ""Segment: ""Comment: ---# <% tp.file.title %>## Potential Work & Discussions## Log- ## About Company---References: Created <% tp.date.now(&

Obsidian is not for everyone, but what I would encourage everyone, is to use an open file format: Markdown. File Over App.

Just for the simple reason that if you spend time to write things down, that you are sure you can read it in 5 years, 10 years still. I’m not sure if Notion will be there or Obsidian, but I know for a fact that text files will still be a thing. As someone who used OneNote for 10 years, I lost a good amount of knowledge while trying to export the data out of it…

I wanted to have a simple average word count of my articles. As I write them all in Obsidian, I thought about how I could have a nice overview.

Instead of creating an external spreadsheet, I added the metadata to each blog article and query them with Dataview.

And it works!

This is how it looks in Obsidian. See thehttps://www.ssp.sh/brain/Managing%20My%20Business%20with%20Obsidian-1742235646022.webpg%20My%20Business%20with%20Obsidian-1742235646022.webp">

These are the Obsidian Dataview queries:

Retainer written:

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```dataviewTABLE     word_count AS "Word Count",    retainer AS "Retainer-Month",    date AS "Date Created"FROM "path-to-folder"WHERE customer = "XXX" AND retainerSORT retainer ASC

Retainer

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```dataviewTABLE WITHOUT ID     Count AS "Articles Count",     Total AS "Total Words",     round(Average) AS "Average Words",     3000 AS "Submitted Words",    round(3000 - (Average - 3000)) AS "Next Month Target",    Minimum AS "Min",     Maximum AS "Max"FROM "path-to folder"WHERE customer = "XXX" AND retainer AND word_countGROUP BY ""FLATTEN length(rows) as CountFLATTEN sum(rows.word_count) as TotalFLATTEN Total / Count as AverageFLATTEN min(rows.word_count) as MinimumFLATTEN max(rows.word_count) as Maximum

Origin: Does anyone use Obsidian to manage their business : r/ObsidianMD
References: Freelancing SSP DATA, Obsidian
Created 2024-10-24