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meerkat-crm

apps.detail.types.app from fbuchner's Repository

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Meerkat CRM is a self-hosted personal CRM, i.e. a digital rolodex for the people in your life. Keep track of contacts, group them into circles (friends, family, work), record how they are related to each other, and keep a social-network style timeline of notes and shared activities. Reminders (with optional e-mail notifications) nudge you about birthdays and about staying in touch. Features: - Contact management with circles, relationships, photos and custom fields - CardDAV server for two-way contact sync with your phone - Notes, activities and journaling - Recurring reminders with e-mail notification via SMTP or Resend - Calendar sync (CalDAV/ICS) to import activities - Optional single sign-on via OIDC - Multi-user with per-user data isolation All data lives in a single SQLite database inside your appdata share. No cloud, no telemetry. SETUP: set a JWT_SECRET_KEY of at least 32 characters before first start (the container will not run without it). Then browse to the WebUI and register the first account. You can customize the setup with a variety of environment variables.

Readme

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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.

Meerkat CRM Demo

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)

Meerkat CRM ships as a single all-in-one image (ghcr.io/fbuchner/meerkat-crm) that bundles the frontend and backend into one container. The easiest way to run it is with Docker Compose:

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.example

Configure environment:

# Copy the environment template
cp .env.example .env

# Edit with your settings
nano .env

Start the container:
```
docker compose up -d
```
Access the application: Open http://localhost:7300 in your browser.

Prefer to skip Compose? You can run the image directly:

docker run -d -p 7300:8080 \
  -v ./data:/app/data \
  -v ./photos:/app/static/photos \
  ghcr.io/fbuchner/meerkat-crm:latest

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:

Clone the repository:

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

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.
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)

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apps.detail.sections.requirements

A JWT secret key of 32+ characters. Optional: SMTP or Resend credentials for e-mail reminders.

apps.detail.sections.categories

Productivity Cloud Tools > Utilities

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apps.detail.sections.details

apps.detail.details.repository

ghcr.io/fbuchner/meerkat-crm:latest

apps.detail.details.registry

https://github.com/fbuchner/meerkat-crm/pkgs/container/meerkat-crm

apps.detail.details.lastUpdated2026-08-10

apps.detail.details.firstSeen2026-08-10

apps.detail.sections.runtime

apps.detail.details.webui: http://[IP]:[PORT:8080]
apps.detail.details.network: bridge
apps.detail.details.shell: sh
apps.detail.details.privileged: false

apps.detail.sections.configuration

WebUI PortPorttcp

Host port for the Meerkat CRM web interface.

apps.detail.config.target: 8080
apps.detail.config.default: 7300
apps.detail.config.value: 7300

DataPathrw

SQLite database and application data. Back this up.

apps.detail.config.target: /app/data
apps.detail.config.default: /mnt/user/appdata/meerkat-crm/data
apps.detail.config.value: /mnt/user/appdata/meerkat-crm/data

PhotosPathrw

Uploaded contact profile photos. Back this up.

apps.detail.config.target: /app/static/photos
apps.detail.config.default: /mnt/user/appdata/meerkat-crm/photos
apps.detail.config.value: /mnt/user/appdata/meerkat-crm/photos

JWT Secret KeyVariable

REQUIRED. Secret used to sign login tokens. Minimum 32 characters, random. Changing it logs everyone out and invalidates stored calendar passwords.

apps.detail.config.target: JWT_SECRET_KEY

Frontend URLVariable

Origin allowed by CORS. Leave as * for LAN-only use, or set the exact public URL (e.g. https://crm.example.com) when exposing via reverse proxy.

apps.detail.config.target: FRONTEND_URL
apps.detail.config.default: *
apps.detail.config.value: *

TimezoneVariable

IANA timezone for the container, e.g. Europe/Berlin or America/New_York.

apps.detail.config.target: TZ
apps.detail.config.default: Europe/Berlin
apps.detail.config.value: Europe/Berlin

CardDAV ServerVariable

Enable the built-in CardDAV server so phones can sync contacts two-way. true or false.

apps.detail.config.target: CARDDAV_ENABLED
apps.detail.config.default: true
apps.detail.config.value: true

Disable RegistrationVariable

Set to true after creating your accounts to block new sign-ups.

apps.detail.config.target: DISABLE_REGISTRATION
apps.detail.config.default: false
apps.detail.config.value: false

Cookie SecureVariable

Set to true when serving over HTTPS through a reverse proxy.

apps.detail.config.target: COOKIE_SECURE
apps.detail.config.default: false
apps.detail.config.value: false

Reminder TimeVariable

Time of day reminder e-mails are sent, HH:MM in 24-hour format.

apps.detail.config.target: REMINDER_TIME
apps.detail.config.default: 06:00
apps.detail.config.value: 06:00

Reminder TimezoneVariable

IANA timezone used to schedule reminders, e.g. Europe/Berlin.

apps.detail.config.target: REMINDER_TIMEZONE
apps.detail.config.default: UTC
apps.detail.config.value: UTC

SMTP HostVariable

SMTP server hostname. Leave empty to disable SMTP e-mail.

apps.detail.config.target: SMTP_HOST

SMTP PortVariable

587 for STARTTLS, 465 with SMTP Use TLS enabled.

apps.detail.config.target: SMTP_PORT
apps.detail.config.default: 587

SMTP UsernameVariable

Leave empty for an unauthenticated relay.

apps.detail.config.target: SMTP_USERNAME

SMTP PasswordVariable

SMTP password.

apps.detail.config.target: SMTP_PASSWORD

SMTP From AddressVariable

Sender address for reminder e-mails.

apps.detail.config.target: SMTP_FROM_EMAIL

SMTP Use TLSVariable

true = implicit TLS (port 465). false = plaintext or STARTTLS.

apps.detail.config.target: SMTP_USE_TLS
apps.detail.config.default: false

Resend API KeyVariable

Optional alternative to SMTP, see https://resend.com. If both are configured, mail is sent through both.

apps.detail.config.target: RESEND_API_KEY

Resend From AddressVariable

Verified sender address for Resend.

apps.detail.config.target: RESEND_FROM_EMAIL

OIDC Provider URLVariable

Issuer URL of your OIDC provider. Register your-url/api/v1/auth/oidc/callback as the redirect URI. All three OIDC fields must be set to enable SSO.

apps.detail.config.target: OIDC_PROVIDER_URL

OIDC Client IDVariable

OIDC client ID.

apps.detail.config.target: OIDC_CLIENT_ID

OIDC Client SecretVariable

OIDC client secret.

apps.detail.config.target: OIDC_CLIENT_SECRET

OIDC Auto ProvisionVariable

Create an account automatically on first SSO login.

apps.detail.config.target: OIDC_AUTO_PROVISION
apps.detail.config.default: false

OIDC Trust EmailVariable

Accept e-mail claims without email_verified=true. Only enable for a provider you control.

apps.detail.config.target: OIDC_TRUST_EMAIL
apps.detail.config.default: false

CalDAV Sync IntervalVariable

Hours between calendar sync runs.

apps.detail.config.target: CALDAV_SYNC_INTERVAL_HOURS
apps.detail.config.default: 6

CalDAV Block Private URLsVariable

Block calendar URLs pointing at private or loopback addresses. Keep false to sync calendars on your LAN.

apps.detail.config.target: CALDAV_BLOCK_PRIVATE_URLS
apps.detail.config.default: false

Webhook Block Private URLsVariable

Block outgoing webhooks to private IP ranges. Keep false to reach services on your LAN.

apps.detail.config.target: WEBHOOK_BLOCK_PRIVATE_URLS
apps.detail.config.default: false

JWT Expiry HoursVariable

How long a login stays valid, in hours.

apps.detail.config.target: JWT_EXPIRY_HOURS
apps.detail.config.default: 96

Log LevelVariable

debug, info, warn or error.

apps.detail.config.target: LOG_LEVEL
apps.detail.config.default: info

PUIDVariable

User ID owning files in the mounted volumes. 99 = nobody on Unraid.

apps.detail.config.default: 99
apps.detail.config.value: 99

PGIDVariable

Group ID owning files in the mounted volumes. 100 = users on Unraid.

apps.detail.config.default: 100
apps.detail.config.value: 100

apps.profile.library

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