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Monica: Personal CRM. Remember everything about your friends, family and etc.

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Re: Monica: Personal CRM. Remember everything about your friends, family and etc.

#11

Post by scrollaway »

zwayhowder wrote: post #7

I ran Monica for a year when I worked in a Big4. Technically not the use case, but quite handy. However, I was never able to successfully upgrade it (circa 2018) and therefore moved on to another option because I needed features unavailable and the effort of migrating my data to a new instance was more than the effort of going elsewhere. Might be time for me to revisit as it looks to have come a long way.

Monica not being able to sync (two-way) with something as basic as Google Contacts is a dealbreaker imo.

I was ready to pay for it to actually be my source of truth for my contacts database, and store a lot more metadata that I'm currently trying to hack into custom Google Contacts fields (profiles on other sites/services primarily).

True wishlist: A PRM like Monica, which can sync two-ways with Google Contacts / carddav, and which is able to fetch & search through communication history with all linked services for the contact (not just emails but also SMS, DMs in various services, public posts on fb/twitter etc). This could naturally evolve into a multi-messaging tool like the old libpurple based ones (Pidgin etc).

Also, please, if you do a contact manager, let me store humans and businesses as separate contact types. My relationship with "Ada L." is very different to my relationship with "Amazon Business Customer Support Phone Number".

Re: Monica: Personal CRM. Remember everything about your friends, family and etc.

#12

Post by alejojo »

zwayhowder wrote: post #7

I ran Monica for a year when I worked in a Big4. Technically not the use case, but quite handy. However, I was never able to successfully upgrade it (circa 2018) and therefore moved on to another option because I needed features unavailable and the effort of migrating my data to a new instance was more than the effort of going elsewhere. Might be time for me to revisit as it looks to have come a long way.

moved to?

Re: Monica: Personal CRM. Remember everything about your friends, family and etc.

#15

Post by unixhero »

scrollaway wrote: post #11
zwayhowder wrote: post #7

I ran Monica for a year when I worked in a Big4. Technically not the use case, but quite handy. However, I was never able to successfully upgrade it (circa 2018) and therefore moved on to another option because I needed features unavailable and the effort of migrating my data to a new instance was more than the effort of going elsewhere. Might be time for me to revisit as it looks to have come a long way.

Monica not being able to sync (two-way) with something as basic as Google Contacts is a dealbreaker imo. I was ready to pay for it to actually be my source of truth for my contacts database, and store a lot more metadata that I'm currently trying to hack into custom Google Contacts fields (profiles on other sites/services primarily). True wishlist: A PRM like Monica, which can sync two-ways with Google Contacts / car…

That's nice and well thought out. You have to commit this as a feature request to the github repository of monicaprm. Remember to use a user story format.

Re: Monica: Personal CRM. Remember everything about your friends, family and etc.

#17

Post by idsout »

I'd love something like this packaged as an offline only desktop app. I can't trust any third party to protect such personal data about myself and the people I care about. I suppose there's the option of self-hosting and allowing only localhost...

Re: Monica: Personal CRM. Remember everything about your friends, family and etc.

#19

Post by aejnsn »

idsout wrote: post #17

I'd love something like this packaged as an offline only desktop app. I can't trust any third party to protect such personal data about myself and the people I care about. I suppose there's the option of self-hosting and allowing only localhost...

You can host it yourself on your own server. Or, you can run it within Docker locally.

I contributed to Monica a bit and the “desktop version” was always a huge GitHub issue. That, along with an impossible “E2E” encryption issue, devoid of any understanding of RDMBS or TLS, is why I didn’t go much further with my contributions.

Edit: see issues 531, and 543.

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