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What you can do with CRM

Comp AI CRM is an open source customer relationship manager built so that AI agents do the research and record what they find.

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trycompai/crm on GitHub

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What do you want to do?

4 use cases

  • Run the CRM locally with a sample pipeline

    Clone the repo, start Postgres in Docker, and open a seeded CRM on your own machine.

    View prompt
    Clone the trycompai/crm repo, copy .env.example to .env, set BETTER_AUTH_SECRET and ALLOWED_SIGN_IN, then run bun install, docker compose up -d, bun run db:deploy, bun run db:seed and bun run dev. Report the URL that serves the app. Verify that http://localhost:3001 responds before you finish.

  • Have an agent fill contact gaps from your own email threads

    Run the research agent so it reads your CRM's threads, meetings and signature blocks and records strong facts.

    View prompt
    In the trycompai/crm repo, use the apps/agent research agent to run read_crm_history and record_fact for the contact <contact-name>, with no outside API keys set. Report the facts recorded and any suggestions left for a human. Verify that every recorded fact cites an observed source such as a signature block or thread.

  • Pull brand data and a LinkedIn profile into a prospect record

    Add a Context key in Settings → General so accounts show real logos, names and LinkedIn roles.

    View prompt
    In the trycompai/crm CRM, confirm that the Context key is set under Settings → General, then trigger enrichment for the company <company-domain> and the contact <linkedin-url>. Report the logo, industry, current title and employer that were recorded. Verify that the startup list shows both Company brand data and LinkedIn as on.

  • Audit what the agent did on a deal before you trust it

    Open the Agent tab on a deal to see each step, discarded leads and open questions.

    View prompt
    In the trycompai/crm CRM, open the Agent tab for the deal <deal-name>, list each step, each discarded lead with its reason, and each open question. Report those items in a short table. Verify that every schedule_recheck entry includes a stated reason.

How to use CRM

  1. Check you have what it needs: Bun and Docker installed; A Google or Microsoft OAuth client, or your own identity provider set up later under Settings → SSO; A value for BETTER_AUTH_SECRET and an ALLOWED_SIGN_IN domain or address.
  2. Open trycompai/crm on GitHub and read the README and license.
  3. Run git clone https://github.com/trycompai/crm.git && cd crm
  4. Run cp .env.example .env, then set BETTER_AUTH_SECRET, ALLOWED_SIGN_IN and at least one of Google or Microsoft sign-in values
  5. Run bun install
  6. Run docker compose up -d, then bun run db:deploy and bun run db:seed

These steps come from our top use case, Run the CRM locally with a sample pipeline, which also has a copy-paste agent prompt.

CRM alternatives · Best AI repos for Sales and marketing

About this repo

  • Who it is forBuilt for sales and revenue teams that want an agent to keep contact and company records current, and for developers who self-host it.
  • Why it is hot
  • LanguageTypeScript
  • Sourcegithub.com/trycompai/crm · Back to Hot repos

Requirements

  • Bun and Docker installed
  • A Google or Microsoft OAuth client, or your own identity provider set up later under Settings → SSO
  • A value for BETTER_AUTH_SECRET and an ALLOWED_SIGN_IN domain or address
  • Optional: a Context API key for company brand data and LinkedIn lookups, and a PERPLEXITY_API_KEY for web research
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Questions about CRM

What is CRM?

Comp AI CRM is an open source customer relationship manager built so that AI agents do the research and record what they find. It is an open-source project on GitHub: https://github.com/trycompai/crm.

Who is CRM for?

Built for sales and revenue teams that want an agent to keep contact and company records current, and for developers who self-host it.

What can I do with CRM?

4 use cases so far, for example: Run the CRM locally with a sample pipeline; Have an agent fill contact gaps from your own email threads; Pull brand data and a LinkedIn profile into a prospect record. Each has steps and a copy-paste agent prompt.

What do I need to run CRM?

Bun and Docker installed; A Google or Microsoft OAuth client, or your own identity provider set up later under Settings → SSO; A value for BETTER_AUTH_SECRET and an ALLOWED_SIGN_IN domain or address; Optional: a Context API key for company brand data and LinkedIn lookups, and a PERPLEXITY_API_KEY for web research.

What are alternatives to CRM?

Other hot AI repos in Sales and marketing: GTM Cofounder, Geolook, Agentic Product Demo, Growth Engineer, Founder Skill.

Is CRM safe to run?

Deduped does not own, audit or vouch for it. Read the README and license, run it on your own systems first and review every command before you run it.