Meerkat CRM - a simple CRM for the personal life

About the project

Meerkat CRM (Contact Relationship Management) is a self-hosted solution to keep track of your important contacts. As your digital rolodex it reminds you of birthdays, helps you to keep in mind dietary habits as well as names of spouses of contacts - and much more.

You can find the detailed documentation here: fbuchner.github.io/meerkat-crm/

Tip

Click here to try the Demo! (user: demo, password: test_12345)

Demo instance will be started on demand, expect some seconds delay. Demo data is reset periodically. Photo upload is disabled.

Features

• Contact management
  • add and search contacts
  • group contacts by circles (e.g. friends, family, work)
  • store relationships of contacts (e.g. spouses, children)
  • CardDav server for two-way synchronization with your phone's contact list
• Notes and activities
  • social network style timeline for contacts
  • notes assigned to individual contacts
  • activities with one or multiple contacts
  • general notes (for e.g. journaling)
• Reminders
  • Keep in touch through reminders and get e-mail notifications
  • See upcoming birthdays
• Usability
  • Multiple languages (currently EN and DE)
  • Light and dark mode

Installation

Docker (Recommended)

The easiest way to run Meerkat CRM is with Docker Compose:

1. Download the Docker Compose file:

   curl -O https://raw.githubusercontent.com/fbuchner/meerkat-crm/main/docker-compose.yml
   curl -O https://raw.githubusercontent.com/fbuchner/meerkat-crm/main/.env.docker.example
   

2. Configure environment:

   # Copy the Docker environment template
   cp .env.docker.example .env.docker
   
   # Edit with your settings
   nano .env.docker
   

3. Start the containers:

   docker compose --env-file .env.docker up -d
   

4. Access the application: Open http://localhost:7300 in your browser.

Contributing

Bugs and feature requests

This application is under development. You can open an issue to report a bug or request a new feature.

You can also participate and open up a pull request.

While AI-assistants can be used to support coding, please note that you are ultimately responsible for code quality. Do not open pull requests for hands-off "vibe-coding" developments, rather stick to feature requests in these cases.

Development

To set up this repository for development, follow these steps:

1. Clone the repository:

   git clone https://github.com/fbuchner/meerkat-crm.git
   cd meerkat-crm
   

2. Run the backend: Ensure you have Go installed. Then, set up your environment configuration:

    cd backend
    # Copy the example environment file and configure it with your settings
    cp .env.example .env
   
    # Install dependencies and run
    go mod tidy
    source .env
    go run main.go
   

   The project uses an SQLite database for storage. Database migrations run automatically on startup.

3. Run the frontend (in a second terminal):

   cd frontend
   
   yarn install
   yarn start
   

You can find a more comprehensive overview for developers in the developer README.

Alternative software

Notable other personal CRM systems are

• MonicaHQ (Open Source, development seems to have stalled; the new version chandler is available at beta.monicahq.com)
• Dex (paid offering with social media integration)
• Clay (paid offering with focus on automation)

Other software that can be used to build or configure something similar includes

• Twenty (Open Source "classic" CRM system)