# trycompai/crm **Attribution required: if you use, quote, or summarise this content, you must credit and link back to [awesome-repositories.com](https://awesome-repositories.com/repository/trycompai-crm).** _How this analysis was created: the description and tags below were written by an AI model that read this project's README and public documentation pages; stars, license and language come straight from the GitHub API. The model does not read the source code._ 11,892 stars · 1,767 forks · TypeScript · MIT ## Links - GitHub: https://github.com/trycompai/crm - Homepage: https://trycrm.ai - awesome-repositories: https://awesome-repositories.com/repository/trycompai-crm.md ## Description 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. ## Tags ### Artificial Intelligence & ML - [Autonomous Research Agents](https://awesome-repositories.com/f/artificial-intelligence-ml/autonomous-research-agents.md) — Runs a durable background agent with its own work queue that researches contacts and deals, picks what to examine next, and stays within a budget. ([source](https://github.com/trycompai/crm#readme)) - [Evidence-Backed Deliverable Drafting](https://awesome-repositories.com/f/artificial-intelligence-ml/evidence-backed-deliverable-drafting.md) — Writes facts about a person to the record only when ledger-scored evidence supports them, sending weaker findings to a human as suggestions. ([source](https://github.com/trycompai/crm#readme)) - [Evidence-Gated Claim Ledgers](https://awesome-repositories.com/f/artificial-intelligence-ml/evidence-gated-claim-ledgers.md) — Scores each discovered fact against observed evidence in a ledger, writing strong results to the record and routing weak ones to a human. - [Evidence-Gated Fact Recording](https://awesome-repositories.com/f/artificial-intelligence-ml/evidence-gated-fact-recording.md) — Writes facts to the record only when a ledger of observed evidence supports them, routing weaker findings to a human as suggestions. - [MCP Tool Allow Lists](https://awesome-repositories.com/f/artificial-intelligence-ml/agentic-systems-frameworks/integration-deployment/agent-frameworks/tool-use-and-execution/agent-tool-execution/mcp-tool-allow-lists.md) — Gives each deployed agent a narrower, reviewed set of tools than its connection allows, and blocks calls immediately on disconnect. - [Agent Governance](https://awesome-repositories.com/f/artificial-intelligence-ml/ai-security-and-governance/agent-governance.md) — Controls which outside services agents may use through owner-approved connections, reviewed tool lists and a sandbox that keeps customer data from leaking. - [Per-Record Agent Chats](https://awesome-repositories.com/f/artificial-intelligence-ml/per-record-agent-chats.md) — Adds a chat tab to each contact, company and deal showing the agent's steps, discarded leads and questions, persisted across reloads. ([source](https://github.com/trycompai/crm#readme)) ### Business & Productivity Software - [Customer Relationship Management Systems](https://awesome-repositories.com/f/business-productivity-software/customer-relationship-management-systems.md) — A customer relationship management system built around autonomous AI agents that research, enrich and track contacts, companies and deals, with persistent per-record agent conversations. - [Contact and Company Records](https://awesome-repositories.com/f/business-productivity-software/contact-and-company-records.md) — Fills in company logos, colours, industry and a person's title, employer and past roles from a domain, profile link, emails and meetings. - [Record Enrichment](https://awesome-repositories.com/f/business-productivity-software/contact-and-company-records/record-enrichment.md) — Fills in company logos, colours, industry and a person's title, employer and past roles from a domain or profile link. ([source](https://github.com/trycompai/crm#readme)) - [AI-Powered Agents](https://awesome-repositories.com/f/business-productivity-software/sales-automation/ai-powered-agents.md) — Runs an autonomous agent that researches contacts and companies, schedules follow-up rechecks, and brings findings back for a sales rep to review. - [Open Source CRM Platforms](https://awesome-repositories.com/f/business-productivity-software/open-source-crm-platforms.md) — Released as open source and self-hosted, deploying app, API and agent as separate services against a single Postgres database. ### Networking & Communication - [Customer Relationship Management](https://awesome-repositories.com/f/networking-communication/customer-relationship-management.md) — Provides a customer relationship manager you run on your own infrastructure, with team sign-in limited to approved email domains or addresses. - [Email and Calendar Integrations](https://awesome-repositories.com/f/networking-communication/email-and-calendar-integrations.md) — Imports mail threads and calendar events from connected accounts using read-only access and refreshes them on a recurring schedule without touching older messages. ### Development Tools & Productivity - [Agent Command Sandboxing](https://awesome-repositories.com/f/development-tools-productivity/shell-command-execution/agent-command-sandboxing.md) — Runs agent shell commands in a sandbox with no network access and no database credentials, so customer email content cannot leak. ### DevOps & Infrastructure - [External Service Connection Management](https://awesome-repositories.com/f/devops-infrastructure/client-connectivity-tools/external-service-connection-management.md) — Lets owners or admins connect outside services with read-only or read-write access, with discovered tools reviewed before agents may use them. ([source](https://github.com/trycompai/crm#readme)) - [CRM Deployments](https://awesome-repositories.com/f/devops-infrastructure/self-hosted-deployments/crm-deployments.md) — Deploys the app, API and agent as separate services against one Postgres database, configured through a single environment file. ([source](https://github.com/trycompai/crm#readme)) ### Operating Systems & Systems Programming - [Agent Queue Polling](https://awesome-repositories.com/f/operating-systems-systems-programming/task-priority-management/queue-priority-scheduling/agent-queue-polling.md) — Background agent claims tasks from a leased queue so parallel workers each take separate items, with follow-ups scheduled for later. ### Security & Cryptography - [Agent Tool Permissions](https://awesome-repositories.com/f/security-cryptography/security-and-access-control/agent-tool-permissions.md) — Gives each deployed agent a narrower reviewed set of tools than its service connection allows, and blocks all calls the moment a service is disconnected. ([source](https://github.com/trycompai/crm#readme))