CRM and No Code Tools for Business

Tl;DR

Tired of spreadsheets?

Aiming for Higher ltv, higher cac?

Intro

You can just use classic spreadsheets.

Or level up with: https://www.quadratichq.com/

Source Open | Infinite spreadsheet with Python, SQL, and AI.

• https://github.com/quadratichq/quadratic/tree/main
  • https://github.com/quadratichq/quadratic/issues/416

docker build -t quadratic --platform=linux/amd64 .

You can go for a full fledge CRM.

Or…with No Code DBs x BaseRow?

CRM

Should you use GHL? Close?

• https://www.close.com/pricing#solo

Overkill with salesforce or hubspot?

Why dont you try Twenty?

• https://twenty.com/releases
  • https://github.com/twentyhq/twenty

Note Tools

For PDFs you have:

• https://github.com/freedomofpress/dangerzone

agpl | Take potentially dangerous PDFs, office documents, or images and convert them to safe PDFs

Notion? Obsidian?

Or…

Why not just Affine?

You can also try the official one even w/o an account: https://app.affine.pro/

Or the good old note apps like: Joplin or LogSeq?

• https://github.com/logseq/logseq/pkgs/container/logseq-webapp - This will be very light weight

wget -P ~/Applications https://github.com/logseq/logseq/releases/download/0.10.15/Logseq-linux-x64-0.10.15.AppImage

See also memos: https://github.com/usememos/memos which is also markdown native and MIT.

And be prepared for more vibe coded tools to appear, like: https://github.com/OlaProeis/ironPad

Ironpad is a local-first, file-based project management system I’ve been building with AI. Rust backend (Axum), Vue 3 frontend, markdown files as the database, Git integration for versioning

If you are starting out some new business adventure: logseq + markdown + git can be your friend.

Plus, you can use it via Nekko in few environment via web.

And get away with firefliesAI webhooks syncing your meeting notes/sales speech feedback right into it.

• https://app.fireflies.ai/settings
  • https://docs.fireflies.ai/graphql-api/webhooks
  • https://docs.fireflies.ai/graphql-api/query/transcripts

#https://github.com/JAlcocerT/my-logseq-notes
#cd scripts
python3 verify_connection.py
python3 backfill_meeting.py 01Kabcdef12446579

• https://tailscale.com/docs/features/tailscale-funnel

#~/Desktop/my-logseq-notes/scripts$ docker compose up -d
sudo tailscale set --operator=$USER
#tailscale funnel 5000
tailscale funnel --https=443 localhost:5000
tailscale serve status
#openssl rand -base64 12 #for webhook secret

You will get some https://tailscaleuserdevice.tail123456.ts.net/ to connect to fireflies AI webhooks.

Some people use Logseq export x GHA x HUGO to make their websites :)

git clone https://github.com/JAlcocerT/my-logseq-notes
sudo docker compose -f ./z-homelab-setup/evolution/2602_docker-compose.yml up -d logseq

#https://github.com/imputnet/helium-linux/releases
sudo docker compose -f 2602_docker-compose.yml up -d neko
#sudo docker compose -f ./z-homelab-setup/evolution/2602_docker-compose.yml up -d neko

From there you can have a part for: book ideas, business requirements, sales, daily notes / journal…

Conclusions

As long as u understand consumer…u see how much risk/uncertainty averse we are

Consulting Services

Consulting - Tier of Service

DIY via ebooks

Distilled knowledge via web/ooks to enable you to create

Tu dinero es una commodity, mi tiempo no.

Plus: Si atiendes a cualquiera = no escasez = eres malo.

Just clean up:

lazydocker
docker system df
#docker stop $(docker ps -a -q) #stop all
#docker system prune -a

A cool workflow from a landing?

1. Get a landing or service and collect qualified leads

The magic happens at this gha workflow

graph TD
    %% Entry Point
    Start((Google Ad: $10/day)) -->|Click| LP[Landing Page: 'Get Your Free QR']
    
    %% Onboarding & Personalization
    LP -->|Sign Up: Firebase Auth| Onboarding{Onboarding Form}
    Onboarding -->|Input Names & Date| GenEngine[Logic Engine: Generate Slug]
    
    GenEngine -->|Create Path| Slug[Static URL: /alice-bob-june20-x9j2]
    GenEngine -->|Embed URL| QRGen[Generate QR with Couple Branding]
    
    %% The 'Aha' Moment
    QRGen --> Dash[Dashboard: 'Your Wedding QR is Ready']
    Dash -->|Immediate Action| TestScan[Couple Scans QR to Test]
    TestScan -->|Upload Selfie| R2_Trial[(R2 Bucket: Trial 1GB)]
    
    R2_Trial -->|Instant Feedback| LiveView[360 Gallery: Couple sees their selfie]
    LiveView --> Wow((THE AHA MOMENT))
    
    %% Conversion Path
    Wow -->|High Intent| Paywall[Payment Page: 299-349 PLN]
    Paywall -->|Stripe Success| Unlock[Unlock: 250GB + 14-Day Upload Window]
    
    %% Failure/Exit Path
    Wow -->|No Payment| Exit[Stalled User]
    Exit -->|Automated| Email[PostHog Trigger: Weekly Email Nurture]
    Email -->|Reminder| Paywall

    %% The Wedding Day (The Real Event)
    Unlock -->|Wedding Date| GuestLoop[Guests Scan QR at Wedding]
    GuestLoop -->|Upload| R2_Full[(R2 Bucket: Full Access)]
    R2_Full -->|Viewer| CoupleGallery[Private 360 Gallery Access]

    %% Tracking Layer
    subgraph PostHog_Tracking [Analytics Tracking Points]
    Onboarding
    TestScan
    Paywall
    GuestLoop
    end

    %% Styling
    style Start fill:#f9f,stroke:#333
    style Wow fill:#ff9,stroke:#333,stroke-width:4px
    style Slug fill:#e1f5fe,stroke:#01579b
    style Unlock fill:#c8e6c9,stroke:#2e7d32
    style R2_Full fill:#00ccff,stroke:#333

2. With the information they provided do the following…

3. …move water through your sales pipeline!

To articulate this effectively, you need to pivot from “I’m writing scripts” to “I’m building an Autonomous Revenue Engine.”

In the eyes of a Business Development Lead like Arthur, GTM (Go-to-Market) Engineering is the “holy grail” because it moves AI from a toy (ChatGPT) to a tool (automated pipelines).

Here is how to frame your specific stack using the terminology from the summit:

1. The Value Proposition (The “Elevator Pitch”)

Instead of listing tools, describe the flow of value:

“I’m building a modular GTM stack that automates the transition from ‘unstructured signal’ to ‘personalized outreach’ without human intervention.”

2. Breaking Down the Stack for RevOps

When Arthur asks how it works, explain it as a three-stage orchestration:

• The Discovery Layer (Firecrawl + Apify):

• What to say: “I use Firecrawl and Apify to solve the ‘Data Freshness’ problem. Instead of relying on stale CRM data, I programmatically scrape real-time triggers—like new product launches or Reddit discussions—to feed the ‘Answer Engine’ context.”

• The Insight Layer (Fireflies.ai):

• What to say: “I integrate Fireflies.ai to pull RevOps intelligence from actual sales calls. This allows the system to ’learn’ the common objections and successful talk tracks, which then informs the tone of the automated outreach.”

• The Orchestration Layer (GitHub Actions + APIs):

• What to say: “I use GitHub Actions as my orchestration engine. It treats GTM like software—it’s version-controlled, scheduled, and highly scalable. It triggers the programmatic drip campaigns via API based on the logic processed in the previous layers.”

How this maps to RevOps (The “Business Speak”)

“Why build it this way?” use these points to show you’re an entrepreneur:

FAQ

You can give it a try to pocketbase as well