Monica coworking evaluation stub
This is an incomplete evaluation stub, not an implementation guide.
Verified snapshot
Monica is an OSI-approved AGPL-3.0-or-later self-hosted personal CRM. The catalog warns against using it for opaque member dossiers and suggests a vendor/partner pilot first. It holds contact notes, reminders, activities, and personal data.
Sources reviewed 2026-07-17: homepage, repository, and wiki.
Evaluation questions
- Is the purpose transparent and proportionate, especially for member data?
- Which note types are prohibited and how are people informed?
- Who handles access, correction, deletion, retention, and export?
- Is a conventional vendor CRM or shared register more appropriate?
Smallest experiment
Pilot only with a few vendor/partner relationships and synthetic or approved notes. Do not create member dossiers. Test data minimization, access, export, and deletion.
Risks
- High privacy and trust risk from subjective relationship notes
- Data minimization, correction, and deletion failures
- Product scope may not fit organizational CRM governance
TODO before a full guide
- Complete privacy-purpose and prohibited-data review
- Verify access, export, deletion, and restore behavior
- Define transparent human review and retention
- Evaluate safer alternatives for member relationships