About this video

• Video Title: Unfiltered and Unedited - Logseq DB - Simple CRM
• Channel: Danzu
• Speakers: (No specific speakers mentioned, implied to be the uploader)
• Duration: 47:53

Overview

This video demonstrates how to build a simple Customer Relationship Management (CRM) system using Logseq's database features. The presenter focuses on a practical, starting-small approach, showing how to capture customer information, manage engagements, track sales statuses, and eventually set up basic views and even perform calculations within the CRM.

Key takeaways

• Modular CRM Construction: The CRM is built piece by piece, starting with core elements like capturing people, companies, and relationships, and then adding complexity as needed.
• Tagging and Properties: Logseq's tagging system and property management are central to organizing CRM data, allowing for the creation of distinct entities like "Company," "Person," and "Contact."
• Engagement Tracking: The system allows tracking of various stages of customer engagement, from initial contact through to signed contracts, using a "CRM status" property.
• Data Visualization with Views and Queries: The video shows how to create custom views (e.g., "Clients," "Leads") and utilize queries to aggregate and display relevant CRM data at a glance.
• Leveraging Templates and Functions: For efficiency, templates can be used to standardize the input of new CRM entries, and query functions can be employed for basic data calculations like summation.

Execution Checklist: Logseq CRM Setup

1. Create Parent Tag:

   • Open the command palette.
   • Type dz.
   • Select "Create tag".
   • Convert it to a tag if it initially creates a page.

2. Create CRM Tag:

   • Open the command palette.
   • Type CRM.
   • Select "Create tag".
   • Set dz as its parent tag.

3. Configure CRM Tag Properties:

   • Navigate to the CRM tag.
   • Hide "Created" and "Updated" columns if visible.
   • Add a new property named business.
     • Set its type to node.
     • Link it to the company tag.
   • Add a new property named contact person.
     • Set its type to node.
     • Link it to the person tag (later changed to contact).
   • Add a new property named estimate.
     • Set its type to number.
   • Add a new property named contract sign.
     • Set its type to checkbox (implied by usage, though "text" with choices is shown).
   • Add a new property named CRM status.
     • Set its type to text.
     • Define choices: initial, follow up, signed contract, declined.
     • Set initial as the default value.
   • Add a new property named last contact.
     • Set its type to date.
   • Add a new property named first contact.
     • Set its type to date.
   • Add a new property named amount.
     • Set its type to number.

4. Configure Person Tag Properties:

   • Navigate to the person tag.
   • Add a new property named email.
     • Set its type to text.
   • Add a new property named phone.
     • Set its type to text.
   • Add a new property named company.
     • Set its type to node.
     • Link it to the company tag.

5. Create Contact Tag (Inheriting from Person):

   • Create a new tag named contact.
   • Set person as its parent tag to inherit properties.

6. Update CRM Contact Person Property:

   • Navigate to the CRM tag.
   • Change the contact person property to link to the contact tag instead of person.

7. Tag Existing People as Contacts:

   • Navigate to the person tag.
   • Select existing person nodes.
   • Add the contact tag to them.
   • Remove the person tag from these nodes.

8. Configure Company Tag Properties:

   • Navigate to the company tag.
   • Add a new property named website.
     • Set its type to URL.

9. Create CRM Views:

   • Clients View:
     • Create a new page/view named Clients.
     • Add a query: {{query (and (tag CRM) (property CRM status "signed contract"))}}.
     • Configure columns to display: contact person, last contact, business.
   • Leads View:
     • Create a new page/view named Leads.
     • Add a query: {{query (and (tag CRM) (not (property CRM status "signed contract")))}}.
     • Configure columns to display: estimate, engagement, business, CRM status.

10. Create CRM Dashboard:

    • Create a new page named CRM Dashboard.
    • Add to favorites.
    • Add a query for Clients: {{query (and (tag CRM) (property CRM status "signed contract"))}}.
      • Configure columns: business, contact person, amount.
    • Add a query for Leads: {{query (and (tag CRM) (not (property CRM status "signed contract")))}}.
      • Configure columns: business, contact person, estimate, CRM status.
    • Add a query function for Total Amount:
      • Create a query function named total_amount.
      • Input the property name for the amount (e.g., amount).
      • Use the sum aggregation.
      • Add this query function to the dashboard.
    • Add a query function for Average Amount:
      • Create a query function named average_amount.
      • Input the property name for the amount.
      • Use the average aggregation.
      • Add this query function to the dashboard.

11. Set Up CRM Entry Template:

    • Create a page named CRM Template.
    • Add default sub-items/properties: scoping, legal, pricing, notes.
    • Configure Logseq to apply this template automatically when a new node with the CRM tag is created.