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The CRM plugin provides APIs for managing holder data and their relationships with ledger accounts. It includes both a backend and a UI component.
Starting from Midaz chart v5.x, the CRM backend is also available as an integrated workload within the main Midaz chart (enabled via crm.enabled: true). The standalone plugin-crm chart remains available for deployments that prefer a separate installation.

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Prerequisites

  • A running Midaz deployment.
  • MongoDB instance for CRM data storage.

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OCI registry

oci://registry-1.docker.io/lerianstudio/plugin-crm

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Installation

helm install plugin-crm oci://registry-1.docker.io/lerianstudio/plugin-crm --version <version> -n midaz-plugins --create-namespace

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Version compatibility

Chart versionBackendUIMidaz Helm chart compatibility
4.0.03.5.12.0.0v4.x, v5.x
3.2.12.0.02.0.0v3.x, v4.x
3.1.02.0.02.0.0v3.x, v4.x
For the full cross-product compatibility matrix, see Version compatibility.

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