Productivity

Lightweight CRM, native to OB1.

Customer CRM tracks the humans you've sold to, talked to, shipped to. Notes, tags, last contact, lifetime value, pending issues — surfaced to OB1 the moment a customer reaches out so the conversation has context.

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Lightweight CRM with notes, tags, LTV, pending issues — surfaced to OB1 when a customer reaches out.

What it does

Customer CRM at a glance.

Auto-populated

Every order, DM, support email, call writes a row. The CRM builds itself as you operate — no spreadsheet imports, no manual data entry.

Per-customer dossier

Last order, all-time LTV, support history, preferences, notes you've left. OB1 reads the dossier before any reply so context is in the response.

Tag + filter

Tag customers (VIP, repeat, complaint, wholesale) and filter by tag for campaigns, manual outreach, or rule triggers ('When a VIP DMs, alert me').

Local-first

Lives in your Computer Brain. Synced to cloud as a backup. Never sold, never shared, never used for cross-operator profiling.

Add Customer CRM to your agent.

Every VP3 plan unlocks the full c:// drive catalog. Pick a plan, install the home server, flip the app on.

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