Sales & Customer Success
Personal CRM
How to work in a Personal CRM project (the `entity-vault` starter pack, GBrain-compatible): a typed-entity vault of people, companies, meetings, and concepts, each a dossier with a rewritable summary plus an append-only timeline. Read when the project has these folders, OR when asked to capture notes about a person or company, log a meeting, prep for an upcoming meeting, or answer who someone is and what was last said. Carries the dossier convention and entity-extraction behaviors so that guidance does not live inside template bodies or folder descriptions. Complements the platform `open-knowledge` skill; does not replace it.
- Publisher / source
- inkeep/open-knowledge (found on GitHub top repositories)
- Upstream record
- inkeep/open-knowledge
- Version
- Version 1
- Published
- Publication review
- Approved for publication
- Content fingerprint
884a93757e1996945be5bd522f6866bc2423d7cba13dce9b3458981af509201b