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.
Create Parent Tag:
dz.Create CRM Tag:
CRM.dz as its parent tag.Configure CRM Tag Properties:
CRM tag.business.
node.company tag.contact person.
node.person tag (later changed to contact).estimate.
number.contract sign.
checkbox (implied by usage, though "text" with choices is shown).CRM status.
text.initial, follow up, signed contract, declined.initial as the default value.last contact.
date.first contact.
date.amount.
number.Configure Person Tag Properties:
person tag.email.
text.phone.
text.company.
node.company tag.Create Contact Tag (Inheriting from Person):
contact.person as its parent tag to inherit properties.Update CRM Contact Person Property:
CRM tag.contact person property to link to the contact tag instead of person.Tag Existing People as Contacts:
person tag.contact tag to them.person tag from these nodes.Configure Company Tag Properties:
company tag.website.
URL.Create CRM Views:
Clients.{{query (and (tag CRM) (property CRM status "signed contract"))}}.contact person, last contact, business.Leads.{{query (and (tag CRM) (not (property CRM status "signed contract")))}}.estimate, engagement, business, CRM status.Create CRM Dashboard:
CRM Dashboard.{{query (and (tag CRM) (property CRM status "signed contract"))}}.
business, contact person, amount.{{query (and (tag CRM) (not (property CRM status "signed contract")))}}.
business, contact person, estimate, CRM status.total_amount.amount).sum aggregation.average_amount.average aggregation.Set Up CRM Entry Template:
CRM Template.scoping, legal, pricing, notes.CRM tag is created.