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Personal CRM

A WordPress-based personal CRM for managing your personal and professional relationships. Track contacts, organize them into groups, remember important dates, and never miss a birthday or anniversary.

Features

Contact Management

  • Store detailed profiles: name, email, location, timezone, and social links (GitHub, LinkedIn, WordPress.org)
  • Track personal details: birthdays, partner info, children
  • Add custom notes and links for each person
  • Gravatar integration for profile photos

Groups & Organization

  • Create hierarchical groups (teams, friend circles, family, etc.)
  • Track membership history with join/leave dates
  • Assign people to multiple groups
  • Set a default group for quick access

Events & Reminders

  • Automatic birthday and anniversary tracking
  • Custom events with multi-day support
  • Calendar views (list and month)
  • Upcoming events sidebar

Search & Navigation

  • Cmd+K quick finder for instant access
  • Full-text search across all contacts
  • Pin favorite people and groups to My Apps

Data Management

  • Export/import via JSONL
  • Audit reports for data completeness
  • Privacy mode for sensitive displays

Extensibility

  • Hooks and filters for plugin integration
  • Works with Keeping Contact for contact frequency tracking
  • Works with Contact Sync for CardDAV sync

Requirements

  • WordPress 6.0+
  • PHP 7.4+

Installation

  1. Upload the plugin to /wp-content/plugins/personal-crm
  2. Run composer install in the plugin directory
  3. Activate through the Plugins menu
  4. Visit /crm to get started

License

GPL-2.0-or-later. See LICENSE for details.

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Personal CRM WordPress plugin

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