The CRM plugin provides APIs for managing holder data and their relationships with ledger accounts. It includes both a backend and a UI component.Documentation Index
Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
Use this file to discover all available pages before exploring further.
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.Prerequisites
- A running Midaz deployment.
- MongoDB instance for CRM data storage.
OCI registry
Installation
Version compatibility
| Chart version | Backend | UI | Midaz Helm chart compatibility |
|---|---|---|---|
| 4.0.0 | 3.5.1 | 2.0.0 | v4.x, v5.x |
| 3.2.1 | 2.0.0 | 2.0.0 | v3.x, v4.x |
| 3.1.0 | 2.0.0 | 2.0.0 | v3.x, v4.x |

