trycompai/crm
Crm
This is an open-source, self-hosted customer relationship manager built around autonomous AI agents. A durable background agent with its own work queue researches contacts, companies and deals, decides what to examine next, schedules follow-up rechecks with a stated reason shown to the sales rep, and stays within a research budget while no one is present. Each contact, company and deal also has a chat tab where you can talk to the agent, see its steps, discarded leads and questions, and keep the conversation across page reloads.
What sets it apart is how it treats what the agent finds. Facts about a person are written to the record only when observed evidence, scored by a ledger, supports them; weaker findings go to a human as suggestions. Agents run shell commands in a sandbox with no network access and no database credentials, so customer email content cannot leak out through a shell. Outside services are connected by an owner or admin with read-only or read-and-write access, and each deployed agent gets a narrower, reviewed set of tools than the connection allows. Disconnecting a service blocks its calls immediately.
Around the agent, the CRM enriches records from a web domain, a profile link, stored email threads, meetings and signature blocks, with optional cited web search. Enrichment fills in company logos, colours and industry, and a person's current title, employer and past roles. Email and calendar data is imported through read-only access and refreshed on a recurring schedule without touching older messages. List filters, sort order and page number are kept in the address bar, so a copied link shows another user the same view.
The stack deploys as three separate services (app, API and agent) against a single Postgres database, configured through one environment file with optional extras. Team sign-in uses Google, Microsoft or a custom identity provider, limited to approved email domains or individual addresses.
