Contacts

Contacts lists every person across all your companies. Each person has a page with what you last did, who is waiting on whom, and a button that starts an outreach draft for them.

In the left navigation: Contacts

Screenshot of the released version on made-up demo data. Select it to open it full size.

Everyone in one table

Name, company, title, email, LinkedIn, last touch and the number of interactions, with a filter and sort arrows on every column. The search at the top of the page matches name, email, title and company.

The Hermit CRM Contacts table: fifteen demo people with their company, title, email, last touch and number of interactions, with a filter above each column.

A page per person

At the top, four boxes: last touch, waiting on (red when you owe a reply), next for the person, and history in touches in and out. Below: the details, with a role (champion, decision-maker, influencer or gatekeeper), the tasks you owe this person and a form to log an interaction. There is no notes field: what you know about a person is a note on their timeline.

A contact page in Hermit CRM for Jonas Brandt: last touch two days ago, a reply owed since 2026-10-25, his next task, buttons to log an interaction and to generate outreach, and his notes and details with a copy button beside his email.

From a person to a draft

Generate outreach in the row of buttons opens the Outreach page with this person ready to draft, and while a draft is open the button says Open outreach draft instead. The notes you keep on a person are the notes the draft is written from. Email addresses have a copy button, so one click puts one on the clipboard.

Log every touch

An email, a LinkedIn message, a call, a WhatsApp message or a meeting, in or out, with the text kept exactly as you pasted it. A note is a memo that shows on the timeline but never counts as contact made. Logging a first touch on a prospect moves the company to engaged in the same commit.

Where people come from

Add a person from a company page, import a list, capture a LinkedIn profile with the Extension, or let BCC and calendar capture add a new person at a company whose domain is known. Delete a contact and their interactions stay on the company, so the record survives. Two entries for the same person can be merged.

Read the full Contacts page in the docs

Companies: Sortable tables of companies, and one timeline per company of every email, call and meeting.
Messages: Every message you sent, with what came of it, so you can see which wording gets answers.
Extension: Turn the page you are looking at into a company or a contact, from one bookmark.

All features

Hermit CRM is a free, open-source CRM for founders, freelancers and anyone doing their own sales. It runs on your Mac or Linux computer and keeps every company, contact and conversation as a Markdown file in a git folder on your own disk. A local web app gives you a pipeline board, a calendar of next steps, message drafts and reports. AI tools such as Claude Code, Codex or Claude Desktop can read and update the pipeline through the files, a small CLI or the built-in MCP server. It is alpha software under the Apache License 2.0, with no warranty and no support.

Download Hermit CRM

Free for Mac and Linux · Apache 2.0