Markdown CRM is a basic template designed to run a customer relationship management (CRM) system using Markdown files. This template provides a simple yet effective way to organize and manage customer information, interactions, and tasks in a text-based format.
Using Markdown for your CRM system offers several advantages, including simplicity, portability, and ease of use. With Markdown CRM, you can easily create, edit, and access customer records using any text editor or Markdown-compatible application.
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Customer Profiles: Create Markdown files for each customer to store their contact information, notes, and interactions.
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Task Management: Keep track of tasks and follow-ups related to each customer, including due dates and status updates.
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Interaction Logs: Document all interactions with customers, such as calls, meetings, emails, and more, in Markdown format for easy reference.
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Customizable Templates: Customize the structure and content of your customer profiles and interaction logs to suit your specific needs and preferences.
To start using Markdown CRM, follow these steps:
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Clone the Repository: Clone the markdown-crm repository to your local machine.
git clone https://github.com/clsherrod/markdown-crm.git
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Explore the Files: Take a look at the various Markdown files included in the repository to see how the CRM system is organized.
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Create Customer Profiles: Create Markdown files for each of your customers and populate them with relevant information, such as name, contact details, and any additional notes.
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Manage Tasks: Use Markdown files or a separate task management system to keep track of tasks and follow-ups for each customer.
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Log Interactions: Document all interactions with customers in Markdown files, including the date, type of interaction, and any relevant details or notes.
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Customize as Needed: Customize the CRM system to meet your specific requirements by adding new fields, modifying templates, or integrating with other tools and systems.
Markdown CRM is open to update ideas and contributions from the community. If you have suggestions for new features, improvements, or additional templates, please feel free to submit a pull request or open an issue on the GitHub repository.
This project is licensed under the MIT License. Feel free to use and modify it for your own purposes.