Streak or Copper would be my go-to for this, but they sit atop Gmail and Google Calendar which doesn't give you the open open source solution you want. I'm sorry to say that I don't have a FOSS recommendation.

Personally, I'd actually like a CRM that sits atop LinkedIn. That's where the leads and data truly exist.

Any recommendations?

LinkedIn already has that -- it's sales navigator.

insidesales.com. I was the product manager when we launched Playbooks. Its core value prop is this.

Thank you for your input, at least it gives me a bit of perspective.

Check out https://www.monicahq.com/ for a self-hosted CRM (personal).

I love the idea of Monica but I've had serious challenges getting it going in self-hosted land. I plan to keep trying though as the idea of a personal CRM is nearly irresistable.

My most recent attempt a few weeks back (following the debian guide in the GH repo + a few fixes on Stack Exchange) resulted in a page that lets you 'register' your first account but for some reason does not load any page. It just appears to either infinitely load or returns nothing, not even an empty HTML file.

I'm sure the hosted offering is great, I'd rather not invest any more personal information onto someone else's servers.

OT -> At some point I'm gonna get up the nerve to crack open a F# giraffe site and write up a small Personal CRM site.

I would want to track things like name, high school graduated, favorite color, name of dog, relationship to me, relationship to other people in the site, reminders to write them a letter every X days, 'on deck' lunch dates I need to plan, etc. Something like a mobile web-ready email-reminder enabled Farley File (https://en.wikipedia.org/wiki/Farley_file).

I am personally doing all that with my own Sciter Notes [1]. That is a free form personal database of HTML documents if you wish.

With notebooks, tags and events.

For customers I have single template in form of definition list (html's <dl> under the hood):

  - principal contact:
  - address: 
  - service until:

So to make new customer I simply copy that template and fill those fields. Adding more info if needed for particular customer, etc.

[1] https://notes.sciter.com GitHub: https://github.com/c-smile/sciter-sdk/tree/master/notes

Simply spin up the docker container which has everything ready to run correctly...

https://hub.docker.com/r/monicahq/monicahq

Thank you, I have looked at Monica in the past but it was rather rough then. I see now that CardDav support is now in the "alpha" phase for the project. I will take a renewed look.

Thank you!

Have you checked out Monica?