Overview
About Merge
What Merge is, our local-first privacy architecture, and how it handles CRM, projects, notes, and AI.
What is Merge?
Merge is a private, local-first business workspace for Mac and iPad. It brings together CRM, projects, notes, invoices, workflows, and AI into one application — with a structural commitment that your data stays on your own devices.
Core Features
- Local-First CRM & Contacts: Leads, clients, and relationships in full context, linked with project and invoice history.
- Notes & Living Knowledge Base: Plain Markdown files with full version history, OCR import for documents, and AI-powered exports to HTML, Audio, and PowerPoint.
- AI Chat Assistant & Personalities: Connect your own cloud API or run local LLMs offline. MCP support for Claude Desktop, Claude Code, and Antigravity.
- Automation & Workflows: Multi-step workflows and standalone scripts with webhooks and remote triggers via Telegram and WhatsApp.
- iCloud & Supabase Sync: Sync seamlessly between Mac and iPad via your own iCloud or connect your own encrypted Supabase database.
System Requirements
- macOS: Requires macOS 14.8 or later.
- iPadOS: Limited companion app in development.
Early Access & Status
Merge is currently in active development. You can join the early access waitlist on the Merge product page or follow Merge Updates for the latest release announcements.