v1.0.0Jun 29, 2026
- Initial release — live demo and downloadable, runnable foundation.
Personal CRM
A relationship operating layer for thoughtful follow-up.
Contacts, notes, and recent touchpoints in a private workspace.
Simple reminders for the relationships that need attention.
A clean path for adapting contact data from CSV or API sources.
Overview
Personal CRM turns relationship memory into an owned product foundation. It ships with contact records, follow-up loops, interaction timelines, tags, import paths, and agent-ready recipes for adapting fields and reminders to the way you actually maintain relationships.
Next.jsReactTypeScriptLocal-first
Features
- People and company records
- Conversation notes and relationship history
- Follow-up reminders
- Import-ready data model
- Private local-first defaults
Make it yours in three steps
1
Download it
One click, one zip, the whole project. Free, MIT licensed, yours to keep.
Download Personal CRM2
Run it
Unzip it, then run this in the folder. It works immediately — no database, no accounts, no configuration.
$ npm install
$ npm run dev3
Hand it to your coding agent
The download ships with CLAUDE.md, AGENTS.md, and Cursor rules, so your agent understands the project the moment it opens the folder.
$ cd personal-crm
$ claudeClaude Code reads the included CLAUDE.md automatically — it already knows the project.
A good first prompt:
“Give me a quick tour of this project, then help me make it mine.”Agent-ready information
Agent docs cover schema changes, timeline events, reminder rules, imports, and safe refactors.
CodexClaude CodeCursor
/agent/START_HERE.md/agent/PROJECT_MAP.md/agent/RULES.md/agent/RECIPES.md/agent/TESTS.md/agent/DEPLOY.md/agent/agent.json
Changelog
Related foundations
Explore nearby starting points before you commit to a fork.
Production Ready
/business / updated Jun 29, 2026
Client Portal
Secure client spaces for files, updates, invoices, and approvals.
Next.jsReactTypeScriptLocal-first
IntermediateLevelLiveDemoMITLicense
Production Ready
/productivity / updated Jun 29, 2026
Personal Operating System
Tasks, notes, routines, and planning in one owned workspace.
Next.jsReactTypeScriptLocal-first
AdvancedLevelLiveDemoMITLicense
Production Ready
/personal / updated Jul 1, 2026
Newsletter Platform
Publish issues, collect subscribers, and manage archives.
Next.jsReactTypeScriptLocal-first
BeginnerLevelLiveDemoMITLicense