axis-crm 1.0.0 → 1.0.2

package/README.md

@@ -2,90 +2,123 @@
 
 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.
+Manage your clients, projects, meetings, contacts, rates, and files — all as Markdown in a git repo. No database, no SaaS, no vendor lock-in.
+
+Works in any text editor. Optimized for [Obsidian](https://obsidian.md) with Dataview dashboards. Supports automation through n8n workflows.
+
+## 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 and open `CRM Dashboard.md`.
 
 ## 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.
+You're a freelancer. You have 5-10 clients. You need to know:
+
+- Who are my contacts at each client?
+- What projects am I working on and what's their status?
+- What did we agree on in the last meeting?
+- What's my hourly rate for this client?
+- Where's the contract?
+
+You don't need Salesforce, HubSpot, or a $50/month tool. You need a folder structure that makes sense, with version history and zero maintenance.
 
 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
+- **One folder per client** — contacts, meetings, projects, communication, files, all in one place
+- **Billing rates** — track hourly/daily rates per client in frontmatter
+- **Meeting notes** — auto-saved from Fireflies via n8n (or add manually)
+- **Project tracking** — scope, briefs, deliverables, timeline per project
+- **Version history** — every change is a git commit, nothing is ever lost
+- **Dashboards** — Obsidian Dataview queries show you everything at a glance
+- **AI-ready** — CLAUDE.md included, works with Claude Code and Cursor out of the box
+
+## What a Client Looks Like
 
 ```
-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
+clients/acme-consulting/
+  README.md                  # overview, status, rates, industry
+  contacts/
+    jana-novakova.md         # name, role, email, phone, notes
+    tomas-dvorak.md
+  meetings/
+    2026-02-10-kickoff.md    # agenda, notes, action items, transcript
+    2026-03-15-review.md
+  projects/
+    web-redesign/
+      README.md              # scope, timeline, status, value
+      brief.md              # client brief
+      deliverables/
+      notes/
+  communication/
+    2026-03-01-price-agreed.md   # key decisions and agreements
+  files/
+    contracts/
+    proposals/
+    invoices/
 ```
 
-## Quick Start
+Every file uses YAML frontmatter for structured data. Git gives you the history.
 
-```bash
-npx axis-crm init
-cd crm
-git init && git add -A && git commit -m "init: axis-crm"
+## Billing Rates
+
+Track what each client pays you:
+
+```yaml
+# in clients/acme-consulting/README.md frontmatter
+hourly_rate: 120
+manday_rate: 960
+currency: 'USD'
 ```
 
-That's it. You have a working CRM.
+Query across all clients in Obsidian: "show me clients sorted by hourly rate" — just works with Dataview.
 
-Open in [Obsidian](https://obsidian.md) (install [Dataview](https://github.com/blacksmithgu/obsidian-dataview) plugin) and open `CRM Dashboard.md` to see your pipeline.
+## Structure
 
-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
+axis-crm/
+  clients/              # each client = a folder (the core of the CRM)
+  leads/                # potential clients (optional pipeline)
+  templates/            # templates for clients, contacts, meetings, projects
+  rules/                # field definitions, folder structure docs
+  scripts/              # shell scripts for common operations
+  automations/          # n8n workflow exports (meeting notes, research)
+  dashboards/           # Obsidian Dataview dashboards
+  CRM Dashboard.md      # main overview
+  CLAUDE.md             # AI agent instructions
 ```
 
 ## 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.
+| Script | What it does |
+| --- | --- |
+| `new-project.sh` | Create a new project for a client |
+| `validate.sh` | Check all clients for required fields and structure |
+| `new-lead.sh` | Create a new lead (for the optional pipeline) |
+| `convert-to-client.sh` | Convert a lead into a full client folder |
 
-## Lead Lifecycle
+```bash
+# Add a new project to a client
+./scripts/new-project.sh acme-consulting "Mobile App"
 
-```
-new → enriched → qualified → contacted → responded → opportunity → client
+# Validate your CRM data
+./scripts/validate.sh
 ```
 
-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:
+Two optional n8n workflows are included:
 
-- **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).
+**Meeting to CRM** — Fireflies records a meeting, webhook fires, AI (Claude) identifies the client, extracts a summary and action items, and commits the meeting notes to the right client folder. Automatically.
 
-- **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.
+**Client Research** — Send a company name + website URL, get back a structured client profile with contacts, services, and business registry data.
 
-Setup instructions in [`automations/README.md`](automations/README.md).
+Setup: [`automations/README.md`](automations/README.md)
 
 ## Dashboards
 
@@ -93,30 +126,21 @@ Requires Obsidian + [Dataview plugin](https://github.com/blacksmithgu/obsidian-d
 
 | 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 |
+| `CRM Dashboard.md` | Active clients, recent meetings, overview |
+| `dashboards/client-overview.md` | All clients with status, priority, rates |
+| `dashboards/pipeline.md` | Lead pipeline by stage (if using leads) |
+| `dashboards/hot-leads.md` | High-score leads ready for outreach |
 
-## Client Rates
+## Lead Pipeline (Optional)
 
-Each client can track billing rates in their frontmatter:
+If you also want to track potential clients before they become clients:
 
-```yaml
-hourly_rate: 100
-manday_rate: 800
-currency: 'USD'
+```
+new → enriched → qualified → contacted → responded → opportunity → client
 ```
 
-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/)
+Leads are scored 0-100. When a lead converts, run `convert-to-client.sh` and it becomes a full client folder. Details in `rules/`.
 
 ## License
 
-MIT
+MIT — use it, fork it, make it yours.

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "axis-crm",
-  "version": "1.0.0",
+  "version": "1.0.2",
   "description": "A git-based CRM for freelancers and small teams. Markdown + YAML + Obsidian + n8n.",
   "bin": {
     "axis-crm": "./cli/index.js"

package/template/automations/client-research.json

@@ -56,7 +56,7 @@
       "typeVersion": 2,
       "position": [1050, 300],
       "parameters": {
-        "jsCode": "const data = $input.first().json;\n\nconst prompt = `Analyzuj firmu a vytvor strukturovany profil.\n\nFirma: ${data.companyName}\nWeb: ${data.website}\nEmaily nalezene na webu: ${data.extractedEmails.join(', ')}\nTelefony nalezene na webu: ${data.extractedPhones.join(', ')}\n\nObsah webu (5000 znaku):\n${data.textContent.substring(0, 5000)}\n\nOdpovez POUZE validnim JSON:\n{\n  \"company_name\": \"Oficialni nazev\",\n  \"description\": \"1-2 vety co firma dela\",\n  \"industry\": \"obor\",\n  \"services\": [\"sluzba1\", \"sluzba2\"],\n  \"city\": \"mesto\",\n  \"country\": \"CZ/SK/DE/AT/...\",\n  \"size_estimate\": \"micro/small/medium/large\",\n  \"contacts\": [{\"name\": \"Jmeno\", \"role\": \"pozice\", \"email\": \"email\", \"phone\": \"tel\"}],\n  \"social\": {\"linkedin\": \"\", \"facebook\": \"\"},\n  \"web_quality\": \"modern/outdated/basic\",\n  \"notes\": \"dalsi poznamky\"\n}`;\n\nreturn [{\n  json: {\n    ...data,\n    aiRequestBody: JSON.stringify({\n      model: 'claude-sonnet-4-20250514',\n      max_tokens: 1024,\n      messages: [{ role: 'user', content: prompt }]\n    })\n  }\n}];"
+        "jsCode": "const data = $input.first().json;\n\nconst prompt = `Analyze the company and create a structured profile.\n\nCompany: ${data.companyName}\nWebsite: ${data.website}\nEmails found on website: ${data.extractedEmails.join(', ')}\nPhones found on website: ${data.extractedPhones.join(', ')}\n\nWebsite content (5000 chars):\n${data.textContent.substring(0, 5000)}\n\nRespond with ONLY valid JSON:\n{\n  \"company_name\": \"Official name\",\n  \"description\": \"1-2 sentences about what the company does\",\n  \"industry\": \"industry\",\n  \"services\": [\"service1\", \"service2\"],\n  \"city\": \"city\",\n  \"country\": \"CZ/SK/DE/AT/...\",\n  \"size_estimate\": \"micro/small/medium/large\",\n  \"contacts\": [{\"name\": \"Name\", \"role\": \"position\", \"email\": \"email\", \"phone\": \"phone\"}],\n  \"social\": {\"linkedin\": \"\", \"facebook\": \"\"},\n  \"web_quality\": \"modern/outdated/basic\",\n  \"notes\": \"additional notes\"\n}`;\n\nreturn [{\n  json: {\n    ...data,\n    aiRequestBody: JSON.stringify({\n      model: 'claude-sonnet-4-20250514',\n      max_tokens: 1024,\n      messages: [{ role: 'user', content: prompt }]\n    })\n  }\n}];"
       }
     },
     {

package/template/automations/fireflies-to-crm.json

@@ -47,7 +47,7 @@
       "typeVersion": 2,
       "position": [850, 300],
       "parameters": {
-        "jsCode": "const data = $input.first().json;\n\nconst prompt = `Analyzuj tento meeting a urcni ke kteremu klientovi patri.\n\nMeeting: ${data.title}\nUcastnici: ${data.participants.join(', ')}\nSummary: ${data.summary}\nTranscript (prvnich 2000 znaku):\n${data.transcript.substring(0, 2000)}\n\nOdpovez POUZE validnim JSON (bez markdown code blocku):\n{\n  \"client_slug\": \"nazev-firmy-lowercase-pomlcky-bez-sro\",\n  \"client_name\": \"Oficialni nazev firmy\",\n  \"is_new\": true,\n  \"attendees\": [\"jmeno1\", \"jmeno2\"],\n  \"summary\": \"2-3 vety co se resilo\",\n  \"action_items\": [\"ukol1\", \"ukol2\"],\n  \"topics\": [\"tema1\", \"tema2\"]\n}`;\n\nreturn [{\n  json: {\n    ...data,\n    aiRequestBody: JSON.stringify({\n      model: 'claude-sonnet-4-20250514',\n      max_tokens: 1024,\n      messages: [{ role: 'user', content: prompt }]\n    })\n  }\n}];"
+        "jsCode": "const data = $input.first().json;\n\nconst prompt = `Analyze this meeting and identify which client it belongs to.\n\nMeeting: ${data.title}\nParticipants: ${data.participants.join(', ')}\nSummary: ${data.summary}\nTranscript (first 2000 chars):\n${data.transcript.substring(0, 2000)}\n\nRespond with ONLY valid JSON (no markdown code blocks):\n{\n  \"client_slug\": \"company-name-lowercase-dashes-no-legal-suffix\",\n  \"client_name\": \"Official company name\",\n  \"is_new\": true,\n  \"attendees\": [\"name1\", \"name2\"],\n  \"summary\": \"2-3 sentences about what was discussed\",\n  \"action_items\": [\"task1\", \"task2\"],\n  \"topics\": [\"topic1\", \"topic2\"]\n}`;\n\nreturn [{\n  json: {\n    ...data,\n    aiRequestBody: JSON.stringify({\n      model: 'claude-sonnet-4-20250514',\n      max_tokens: 1024,\n      messages: [{ role: 'user', content: prompt }]\n    })\n  }\n}];"
       }
     },
     {

package/template/clients/acme-consulting/projects/web-redesign/{zadani.md → brief.md}

@@ -1,5 +1,5 @@
 ---
-title: 'Zadani — Web Redesign'
+title: 'Brief — Web Redesign'
 created: '2026-02-10'
 type: brief
 ---

package/template/rules/structure.md

@@ -13,7 +13,7 @@ clients/company-name/
   contacts/              # people from the company
     jan-novak.md         # contact person
   communication/         # key decisions and communication
-    2026-04-10-cena-dohodnuta.md
+    2026-04-10-price-agreed.md
   files/                 # documents
     contracts/           # signed contracts, NDAs, amendments
     proposals/           # price quotes, proposals
@@ -23,7 +23,7 @@ clients/company-name/
   projects/              # projects for the client
     project-name/        # each project = folder
       README.md          # scope, status, timeline
-      zadani.md          # brief from the client
+      brief.md          # brief from the client
       deliverables/      # outputs
       notes/             # ongoing notes
 ```
@@ -43,7 +43,7 @@ Important decisions and communication. NOT every email — only what changes dir
 
 - Filename format: `YYYY-MM-DD-description.md`
 - Frontmatter: date, channel (email/call/chat), participants, decision
-- Example: `2026-04-10-cena-dohodnuta.md` — client approved the quote
+- Example: `2026-04-10-price-agreed.md` — client approved the quote
 
 ### files/
 
@@ -69,7 +69,7 @@ Meeting notes.
 Each project = its own folder.
 
 - `README.md` — scope, status, timeline, deliverables
-- `zadani.md` — original brief from the client
+- `brief.md` — original brief from the client
 - `deliverables/` — final outputs
 - `notes/` — ongoing notes, drafts
 

package/template/scripts/convert-to-client.sh

@@ -70,9 +70,9 @@ mkdir -p "$CLIENT_DIR/contacts"
 mkdir -p "$CLIENT_DIR/projects"
 mkdir -p "$CLIENT_DIR/meetings"
 mkdir -p "$CLIENT_DIR/communication"
-mkdir -p "$CLIENT_DIR/files/smlouvy"
-mkdir -p "$CLIENT_DIR/files/nabidky"
-mkdir -p "$CLIENT_DIR/files/faktury"
+mkdir -p "$CLIENT_DIR/files/contracts"
+mkdir -p "$CLIENT_DIR/files/proposals"
+mkdir -p "$CLIENT_DIR/files/invoices"
 
 # Create README.md from template with lead data
 sed -e "s|^title: ''|title: \"$TITLE\"|" \

package/template/scripts/new-project.sh

@@ -51,19 +51,19 @@ sed -i '' \
   -e "s|^start: ''|start: '$TODAY'|" \
   "$PROJECT_DIR/README.md"
 
-# Fill in zadani.md
+# Fill in brief.md
 sed -i '' \
-  -e "s|^title: 'Zadani — '|title: 'Zadani — $PROJECT_NAME'|" \
+  -e "s|^title: 'Brief — '|title: 'Brief — $PROJECT_NAME'|" \
   -e "s|^created: ''|created: '$TODAY'|" \
-  "$PROJECT_DIR/zadani.md"
+  "$PROJECT_DIR/brief.md"
 
 echo "Project created: $PROJECT_DIR/"
 echo ""
 echo "  README.md      — scope, status, timeline"
-echo "  zadani.md      — brief od klienta"
-echo "  deliverables/  — vystupy"
-echo "  notes/         — prubezne poznamky"
+echo "  brief.md       — client brief"
+echo "  deliverables/  — outputs"
+echo "  notes/         — ongoing notes"
 echo ""
 echo "Next steps:"
-echo "  1. Vyplnit zadani.md"
-echo "  2. Doplnit scope a timeline v README.md"
+echo "  1. Fill in brief.md with client requirements"
+echo "  2. Add scope and timeline to README.md"

package/template/templates/project/{zadani.md → brief.md}

@@ -1,5 +1,5 @@
 ---
-title: 'Zadani — '
+title: 'Brief — '
 created: ''
 type: brief
 ---