axis-crm 1.0.0

package/LICENSE

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+MIT License
+
+Copyright (c) 2026 Patrik Schick
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

package/README.md

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+# Axis CRM
+
+A git-based CRM for freelancers and small teams.
+
+Axis CRM stores all your client data as Markdown files with YAML frontmatter. It works in any text editor, is optimized for [Obsidian](https://obsidian.md) with the Dataview plugin, and supports automation through n8n workflows. All data is versioned in git — no database, no vendor lock-in.
+
+## Why
+
+Most CRMs are built for sales teams of 50+. If you're a freelancer or a small agency, you don't need Salesforce — you need a system that's fast, local, and doesn't cost $50/month per seat.
+
+Axis CRM gives you:
+- **Full ownership** — your data lives in a git repo, not someone else's server
+- **Version history** — every change is a commit, every deleted lead is recoverable
+- **Markdown-native** — works with Obsidian, VS Code, Vim, or any editor
+- **Automation-ready** — n8n workflows for meeting transcripts and client research
+- **AI-friendly** — CLAUDE.md included, works with Claude Code and other AI tools out of the box
+
+## Structure
+
+```
+axis-crm/
+  clients/                 # each client = a folder
+    acme-consulting/       # demo client
+      README.md            # client overview (status, contacts, rates)
+      contacts/            # people at the company
+      meetings/            # meeting notes (auto-filled from Fireflies)
+      projects/            # project folders (scope, briefs, deliverables)
+      communication/       # key decisions and agreements
+      files/               # contracts, proposals, invoices
+  leads/                   # each lead = a single .md file
+  templates/               # templates for all record types
+  rules/                   # lifecycle, scoring, field definitions
+  scripts/                 # shell scripts for common operations
+  automations/             # n8n workflow exports (JSON)
+  dashboards/              # Obsidian Dataview dashboards
+  CRM Dashboard.md         # main dashboard
+```
+
+## Quick Start
+
+```bash
+npx axis-crm init
+cd crm
+git init && git add -A && git commit -m "init: axis-crm"
+```
+
+That's it. You have a working CRM.
+
+Open in [Obsidian](https://obsidian.md) (install [Dataview](https://github.com/blacksmithgu/obsidian-dataview) plugin) and open `CRM Dashboard.md` to see your pipeline.
+
+Create your first lead:
+```bash
+./scripts/new-lead.sh "Acme Corp"
+```
+
+Or clone manually:
+```bash
+git clone https://github.com/PatrikSchick-AI/axis-crm.git
+```
+
+## Scripts
+
+| Script | Description | Usage |
+| --- | --- | --- |
+| `new-lead.sh` | Create a new lead from template | `./scripts/new-lead.sh "Company Name"` |
+| `convert-to-client.sh` | Convert a lead to a full client folder | `./scripts/convert-to-client.sh company-slug` |
+| `new-project.sh` | Create a new project for a client | `./scripts/new-project.sh client-slug "Project Name"` |
+| `validate.sh` | Validate all leads and clients | `./scripts/validate.sh` |
+
+All scripts support `--help` or will prompt interactively when run without flags.
+
+## Lead Lifecycle
+
+```
+new → enriched → qualified → contacted → responded → opportunity → client
+```
+
+Each stage has required fields and a score threshold. Leads are scored 0-100 based on data completeness, industry fit, and engagement. Details in `rules/lifecycle.md` and `rules/scoring.md`.
+
+## Automations
+
+Two n8n workflows are included as importable JSON:
+
+- **Meeting to CRM** — Fireflies webhook triggers automatic meeting notes saved to the client folder. Uses AI (Claude) to identify the client, extract action items, and generate a summary. Supports upsert (won't fail on duplicate meetings).
+
+- **Client Research** — Send a company name + URL, get back a full client profile with web scrape, AI analysis, and ARES verification (Czech business registry). Calculates a lead score automatically.
+
+Setup instructions in [`automations/README.md`](automations/README.md).
+
+## Dashboards
+
+Requires Obsidian + [Dataview plugin](https://github.com/blacksmithgu/obsidian-dataview).
+
+| Dashboard | Shows |
+| --- | --- |
+| `CRM Dashboard.md` | Active clients, hot leads, pipeline summary, recent meetings |
+| `dashboards/pipeline.md` | Leads grouped by lifecycle stage |
+| `dashboards/hot-leads.md` | Leads with score > 60 |
+| `dashboards/client-overview.md` | All clients with status and priority |
+
+## Client Rates
+
+Each client can track billing rates in their frontmatter:
+
+```yaml
+hourly_rate: 100
+manday_rate: 800
+currency: 'USD'
+```
+
+This makes it easy to query across clients with Dataview (e.g., "show me all clients sorted by hourly rate").
+
+## Rules
+
+- A lead is a file. A client is a folder. Conversion is one-way.
+- Lead scoring: 0-100, thresholds define when a lead is ready for outreach.
+- All records use YAML frontmatter. Required fields depend on the lifecycle stage.
+- Details: [`rules/`](rules/)
+
+## License
+
+MIT

package/cli/index.js

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+#!/usr/bin/env node
+
+const fs = require("fs");
+const path = require("path");
+
+const TEMPLATE_DIR = path.join(__dirname, "..", "template");
+const args = process.argv.slice(2);
+const command = args[0] || "init";
+
+const HELP = `
+  axis-crm — Git-based CRM for freelancers and small teams
+
+  Usage:
+    npx axis-crm init [directory]    Create a new CRM in the given directory (default: ./crm)
+    npx axis-crm --help              Show this help message
+
+  Examples:
+    npx axis-crm init                Creates ./crm with full CRM structure
+    npx axis-crm init my-business    Creates ./my-business with full CRM structure
+
+  After init:
+    cd crm
+    git init
+    ./scripts/new-lead.sh "First Lead Inc"
+    # Open in Obsidian for dashboards (install Dataview plugin)
+
+  More info: https://github.com/PatrikSchick-AI/axis-crm
+`;
+
+if (command === "--help" || command === "-h" || command === "help") {
+  console.log(HELP);
+  process.exit(0);
+}
+
+if (command === "--version" || command === "-v") {
+  const pkg = require("../package.json");
+  console.log(pkg.version);
+  process.exit(0);
+}
+
+if (command !== "init") {
+  console.error(`Unknown command: ${command}`);
+  console.error('Run "npx axis-crm --help" for usage.');
+  process.exit(1);
+}
+
+const targetName = args[1] || "crm";
+const targetDir = path.resolve(process.cwd(), targetName);
+
+if (fs.existsSync(targetDir) && fs.readdirSync(targetDir).length > 0) {
+  console.error(
+    `Error: Directory "${targetName}" already exists and is not empty.`,
+  );
+  process.exit(1);
+}
+
+function copyDir(src, dest) {
+  fs.mkdirSync(dest, { recursive: true });
+  const entries = fs.readdirSync(src, { withFileTypes: true });
+
+  for (const entry of entries) {
+    const srcPath = path.join(src, entry.name);
+    const destPath = path.join(dest, entry.name);
+
+    if (entry.isDirectory()) {
+      copyDir(srcPath, destPath);
+    } else {
+      fs.copyFileSync(srcPath, destPath);
+      // Preserve executable permissions for scripts
+      if (entry.name.endsWith(".sh")) {
+        fs.chmodSync(destPath, 0o755);
+      }
+    }
+  }
+}
+
+console.log(`\n  Creating Axis CRM in ./${targetName}...\n`);
+
+copyDir(TEMPLATE_DIR, targetDir);
+
+// Count created files
+let fileCount = 0;
+function countFiles(dir) {
+  const entries = fs.readdirSync(dir, { withFileTypes: true });
+  for (const entry of entries) {
+    if (entry.isDirectory()) {
+      countFiles(path.join(dir, entry.name));
+    } else {
+      fileCount++;
+    }
+  }
+}
+countFiles(targetDir);
+
+console.log(`  Done! ${fileCount} files created.\n`);
+console.log("  Next steps:\n");
+console.log(`    cd ${targetName}`);
+console.log("    git init");
+console.log('    git add -A && git commit -m "init: axis-crm"');
+console.log('    ./scripts/new-lead.sh "First Lead Inc"');
+console.log("");
+console.log("  Open in Obsidian for dashboards (install Dataview plugin).");
+console.log("  Open CLAUDE.md to use with AI coding agents.");
+console.log("");
+console.log("  Docs: https://github.com/PatrikSchick-AI/axis-crm");
+console.log("");

package/package.json

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+{
+  "name": "axis-crm",
+  "version": "1.0.0",
+  "description": "A git-based CRM for freelancers and small teams. Markdown + YAML + Obsidian + n8n.",
+  "bin": {
+    "axis-crm": "./cli/index.js"
+  },
+  "files": [
+    "cli/",
+    "template/",
+    "LICENSE",
+    "README.md"
+  ],
+  "keywords": [
+    "crm",
+    "markdown",
+    "obsidian",
+    "freelancer",
+    "git",
+    "n8n",
+    "automation",
+    "lead-management",
+    "yaml",
+    "cli"
+  ],
+  "author": "Patrik Schick <info@patrikschick.com> (https://patrikschick.com)",
+  "license": "MIT",
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/PatrikSchick-AI/axis-crm.git"
+  },
+  "homepage": "https://github.com/PatrikSchick-AI/axis-crm",
+  "bugs": {
+    "url": "https://github.com/PatrikSchick-AI/axis-crm/issues"
+  }
+}

package/template/CLAUDE.md

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+# CLAUDE.md
+
+Axis CRM — git-based CRM system. Markdown files with YAML frontmatter, versioned in git.
+
+## Structure
+
+- `clients/` — each client = a folder (README.md, contacts/, meetings/, projects/, communication/, files/)
+- `leads/` — each lead = a single .md file
+- `templates/` — templates for all record types
+- `rules/` — lifecycle, scoring, field definitions, folder structure
+- `scripts/` — new-lead.sh, convert-to-client.sh, new-project.sh, validate.sh
+- `automations/` — n8n workflow JSON exports
+- `dashboards/` — Obsidian Dataview dashboards
+
+## Conventions
+
+- Code, commits, branches: English
+- Commit messages: `feat:`, `fix:`, `docs:`, `chore:`
+- YAML frontmatter on every .md file
+- Never use emoji as icons — use SVG icons (Lucide, Heroicons)
+
+## Rules
+
+- A lead is a file. A client is a folder.
+- Convert lead to client: `scripts/convert-to-client.sh slug`
+- Create new lead: `scripts/new-lead.sh "Company Name"`
+- Validate data: `scripts/validate.sh`
+- Lead lifecycle: new → enriched → qualified → contacted → responded → opportunity → client
+- Scoring: 0-100, thresholds in `rules/scoring.md`
+- Client rates: `hourly_rate`, `manday_rate`, `currency` fields in client README.md
+
+## Build & Check
+
+```bash
+./scripts/validate.sh          # Validate all leads + clients
+./scripts/validate.sh leads    # Leads only
+./scripts/validate.sh clients  # Clients only
+```

package/template/CRM Dashboard.md

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+---
+title: CRM Dashboard
+type: dashboard
+tags: [dashboard, crm]
+---
+
+# CRM Dashboard
+
+## Quick links
+
+- [[dashboards/pipeline|Lead Pipeline]]
+- [[dashboards/hot-leads|Hot Leads]]
+- [[dashboards/client-overview|Client Overview]]
+- [[rules/lifecycle|Lifecycle Rules]]
+- [[rules/scoring|Scoring Rules]]
+
+## Active Clients
+
+```dataview
+TABLE status, priority, industry
+FROM "clients"
+WHERE type = "client" AND (status = "active" OR status = "active-partnership" OR status = "in-progress")
+SORT priority DESC
+```
+
+## Hot Leads (score > 60)
+
+```dataview
+TABLE status, email, score, source, campaign
+FROM "leads"
+WHERE type = "lead" AND score > 60
+SORT score DESC
+```
+
+## Lead Pipeline Summary
+
+```dataview
+TABLE WITHOUT ID status AS "Status", length(rows) AS "Count"
+FROM "leads"
+WHERE type = "lead"
+GROUP BY status
+SORT status ASC
+```
+
+## Recent Meetings
+
+```dataview
+TABLE date, attendees
+FROM "clients"
+WHERE type = "meeting"
+SORT date DESC
+LIMIT 10
+```

package/template/automations/README.md

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+# Automations
+
+Axis CRM supports two n8n workflows for CRM process automation.
+
+## Workflows
+
+### 1. Meeting to CRM (`fireflies-to-crm.json`)
+
+Automatically saves meeting notes to the client folder in the repo.
+
+**Flow:** Fireflies webhook → fetch transcript → data extraction → AI client identification → build Markdown → upsert to GitHub (SHA strategy) → notification
+
+- 14 nodes
+- Uses upsert strategy (SHA check before writing) — safe for repeated execution
+- Automatically creates the client folder if it doesn't exist
+
+### 2. Client Research (`client-research.json`)
+
+Automatically performs company research — web scrape, AI analysis, ARES verification.
+
+**Flow:** webhook → web scrape → text and contact extraction → AI analysis → ARES lookup (Czech companies) → build CRM output → GitHub commit → notification
+
+- 13 nodes
+- For Czech companies, automatically verifies ICO in ARES
+- Result is saved as README.md in the client folder
+
+## Setup
+
+1. Import the JSON file into n8n (Settings → Import Workflow)
+2. Create credentials (see below)
+3. In each workflow node, update:
+   - Repo name: `your-username/axis-crm`
+   - Branch: `main` (or your CRM branch)
+   - Webhook URL in Fireflies settings
+4. For Meeting to CRM: set the webhook URL in Fireflies (Settings → Webhooks → Transcription Complete)
+5. Activate the workflow
+
+## Required credentials
+
+| Credential     | Type in n8n      | Where to get                        |
+| -------------- | ---------------- | ----------------------------------- |
+| Fireflies API  | Fireflies API    | https://app.fireflies.ai/integrations |
+| Anthropic API  | Anthropic API    | https://console.anthropic.com     |
+| GitHub API     | GitHub API       | https://github.com/settings/tokens |
+
+## Testing
+
+### Meeting to CRM
+
+```bash
+curl -X POST https://YOUR_N8N_URL/webhook/axis-crm-meeting \
+  -H "Content-Type: application/json" \
+  -d '{"meetingId": "your-fireflies-meeting-id"}'
+```
+
+### Client Research
+
+```bash
+curl -X POST https://YOUR_N8N_URL/webhook/axis-crm-research \
+  -H "Content-Type: application/json" \
+  -d '{"company": "Firma s.r.o.", "website": "https://firma.cz"}'
+```