MnemoCRM

The client book of a small business, a freelancer or a craftsperson.

MnemoCRM keeps your clients, the follow-ups that ring on the day, your deals, your catalogue of pieces and your sales. Each record is a small file in a folder you choose. The book stays yours, even without MnemoCRM.

The cartridge id is @mnemosyne-plugins/mnemo-crm. Its code lives at Mnemosyne-OS/MnemoCRM.

First launch

MnemoCRM asks Where should your client book live? Press Choose a folder. Each client becomes a file in it.

To try it first, open Settings and press Create a demo book. It writes a ceramicist's example book (clients, deals, pieces, two markets, sales, a cancelled sale) into an empty folder you choose. Your own book is not touched, and Back to my book returns to it.

The screens

• Today: the follow-ups that are Late, for Today and for This week, then the clients Recently touched.
• Clients: the list, a search box and each client's sheet. Press / to search and N for a New client.
• Deals: a board with your own stages. Drag a card to move a deal. The default stages are Request, Quote sent, In the making, Delivered and Paid. Rename them under Stages, up to 12.
• Catalogue: your pieces, each a Unique piece or a Series, with a photo, a price and an optional stock.
• Sales: the Journal of sales and your Markets.
• Analyses: revenue, average sale, deals won, best clients, best pieces, where it sells, how people pay, and the Health of the book.
• Settings: the folder, the language, money and VAT, and memory.

A client's sheet

A sheet holds the contact facts, the tags, where the client comes from, and Agrees to be contacted again (Not asked, Yes or No).

• History: add a Note, a Call, a Meeting or a Sale.
• Next follow-up: pick a Day, then Plan it. The follow-up goes in your agenda and rings at 9:00. Done turns it into a call in the history.
• A client who said no to being contacted keeps follow-ups out of the agenda. Plan it anyway overrides that.
• What we know, then Ask the memory, writes a summary before you call. It reads this book and the rest of your memory. Each question uses the model and may use credits.

Say what happened

Dictate opens Say what happened. Speak or type as you would to a colleague. The model proposes a client, a note and a deal. You check, then Write it saves it. Attach a call does the same from a transcript (.md or .txt). Dictation needs a speech engine set up in Settings › Voice.

Sales and markets

New sale writes a sale from the Workshop, a Market, Online or Other, with its payment method. A sold unique piece leaves the catalogue for sale. A series loses one from its stock.

The sales journal only grows. Cancel this sale strikes it through and adds a cancellation line, and the pieces go back in stock. Each line is chained to the one before by a fingerprint. MnemoCRM checks the chain and names any line changed outside the app.

A market groups the sales of a fair. After the day, Enter the day's sales in one go. Under The cash box, type what you counted. The difference with the cash sales is shown, never corrected.

Before the first sale, MnemoCRM asks your VAT situation. It says plainly that it is not a certified cash register.

Import

Import reads a CSV or an Excel .xlsx file of clients or products. You map each column, and duplicates are set aside. These imports are free.

PDF catalogue reads a catalogue page by page with a model that sees: names, prices, details and the photo of each piece. Each page is one model call and may spend credits. You review everything before it is added. This import needs a Mnemosyne OS licence.

Limits without a licence

Without a licence, a book holds 50 clients and 30 products for sale. Sold unique pieces do not count. A book already past the limit opens whole. When the licence cannot be checked (no network), nothing is refused.

Where your data goes

Everything is in your folder, one JSON file per record:

clients/<id>.json
deals/<id>.json
products/<id>.json
journal/<id>.json     the sales journal, chained by fingerprint
markets/<id>.json
settings.json

A file that cannot be read is named on screen, never dropped.

Also write client notes into Mnemosyne's memory is off until you turn it on. The notes then go into MnemoCRM's own vault, walled off from the rest of your memory until you open it from the Vault panel. Send the whole book again adds only what the vault does not have yet.

For agents

The cartridge exposes these actions to the chat, the orb and coding agents.

Action	Effect
clients, client, due, deals	read
addClient, updateClient, addNote, planFollowUp, followUpDone	write
openClient, showTab, showClients, closeView	write (screen)
showDeal, moveDeal, closeDeal, reopenDeal, updateDeal	write
showProduct, setProductStatus, adjustStock	write

Every action takes a name the way the person says it ("Marie Dupont", "the blue vase"). Several matches are refused with the candidates (AMBIGUOUS). addClient may be refused with LICENSE_REQUIRED.

Voice examples: "show me Marie Dupont's card", "add a note to Paul Martin: he wants a quote", "move the blue vase deal to quote sent", "mark the tea bowl as sold", "add 5 to the blue cups stock".