David’s CRM inside Codex

David already works with his coaching CRM through a browser and conversations with an assistant. I’m building a plugin that brings those two places together: a person’s record beside the conversation, with their history available when he asks his next question.

It uses the same screens and records as the browser CRM. The aim is to carry the relevant context into a conversation without asking David to find and paste it each time. A student’s original question, earlier messages, and David’s notes can stay connected to the person they belong to.

The CRM connection has been tested. Opening records alongside conversations in the desktop app, and using it on David’s own Mac, still need verification. This is part of his private workspace; it isn’t available for public installation.