https://github.com/bittencourt/pipelite
Self-hostable CRM with kanban pipeline management, activity tracking, and custom fields
https://github.com/bittencourt/pipelite
crm docker drizzle-orm kanban nextjs postgresql self-hosted typescript
Last synced: 3 days ago
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Self-hostable CRM with kanban pipeline management, activity tracking, and custom fields
- Host: GitHub
- URL: https://github.com/bittencourt/pipelite
- Owner: Bittencourt
- Created: 2026-02-25T12:17:27.000Z (4 months ago)
- Default Branch: master
- Last Pushed: 2026-04-06T00:51:38.000Z (3 months ago)
- Last Synced: 2026-04-06T02:32:14.351Z (3 months ago)
- Topics: crm, docker, drizzle-orm, kanban, nextjs, postgresql, self-hosted, typescript
- Language: TypeScript
- Size: 8.13 MB
- Stars: 4
- Watchers: 0
- Forks: 1
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
- Contributing: CONTRIBUTING.md
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README
# Pipelite
A lightweight, self-hostable CRM with kanban-style pipeline management.
## Features
- **Authentication** - Email/password signup with admin approval workflow
- **Organizations** - Company management for B2B sales tracking
- **People** - Contact management linked to organizations
- **Pipelines & Stages** - Configurable sales pipelines with drag-and-drop stages
- **Deals & Kanban** - Visual deal management with drag-and-drop board
- **Activities** - Follow-up tracking with calendar view (week/month)
- **Custom Fields** - Extensible entities with calculated fields
- **Search & Filtering** - Global search across organizations, people, and deals
- **Import/Export** - Bulk data management via CSV
- **REST API** - Full CRUD API with webhook support
## Tech Stack
- **Framework**: Next.js 16 (App Router)
- **Database**: PostgreSQL with Drizzle ORM
- **Auth**: Auth.js (NextAuth.js v5) with JWT strategy
- **UI**: shadcn/ui + Tailwind CSS
- **Deployment**: Docker Compose
## Quick Start
### Using Docker (Recommended)
```bash
# Clone the repository
git clone https://github.com/Bittencourt/pipelite.git
cd pipelite
# Start all services
docker compose up -d
# Seed activity types (first time only)
docker exec pipelite-postgres-1 psql -U pipelite -d pipelite -c "
INSERT INTO activity_types (id, name, icon, color, is_default, created_at) VALUES
('call', 'Call', 'Phone', '#3B82F6', true, NOW()),
('meeting', 'Meeting', 'Users', '#10B981', true, NOW()),
('task', 'Task', 'CheckSquare', '#F59E0B', true, NOW()),
('email', 'Email', 'Mail', '#8B5CF6', true, NOW())
ON CONFLICT (id) DO NOTHING;"
# Access the app
open http://localhost:3001
```
Services:
- **App**: http://localhost:3001
- **Mailhog** (email testing): http://localhost:8025
- **PostgreSQL**: localhost:5433
### Manual Setup
```bash
# Install dependencies
npm install
# Set up environment
cp .env.example .env.local
# Edit .env.local with your database URL and auth secret
# Run migrations
npm run db:migrate
# Seed activity types
npm run db:seed-activities
# Start dev server
npm run dev
```
## Environment Variables
```env
DATABASE_URL="postgresql://user:password@localhost:5432/pipelite"
AUTH_SECRET="generate-with-openssl-rand-base64-32"
NEXTAUTH_URL="http://localhost:3001"
# Email (optional for dev - use Mailhog)
SMTP_HOST="localhost"
SMTP_PORT="1025"
SMTP_SECURE="false"
SMTP_USER=""
SMTP_PASSWORD=""
EMAIL_FROM="noreply@example.com"
```
## Project Structure
```
src/
├── app/ # Next.js App Router pages
│ ├── activities/ # Activity management
│ ├── admin/ # Admin panel
│ ├── deals/ # Deals & kanban board
│ ├── organizations/ # Company management
│ └── people/ # Contact management
├── components/ # Reusable UI components
│ └── ui/ # shadcn/ui components
├── db/ # Database layer
│ └── schema/ # Drizzle schema definitions
└── lib/ # Utilities
```
## Documentation
Full documentation is available in the [`docs/`](./docs/index.md) directory:
- **[Getting Started](./docs/user/getting-started.md)** - Learn the basics in 10 minutes
- **[User Guide](./docs/user/)** - Tutorials and reference for end users
- **[REST API](./docs/api/index.md)** - API reference, authentication, webhooks, and examples
- **[Admin Guide](./docs/admin/index.md)** - Deployment, configuration, and operations
- **[Developer Guide](./docs/development/index.md)** - Architecture, contributing, and coding standards
## Roadmap
- [x] Foundation & Authentication
- [x] Organizations
- [x] People
- [x] Pipelines & Stages
- [x] Deals & Kanban
- [x] Activities
- [x] Custom Fields & Formulas
- [x] Search & Filtering
- [x] Import/Export
- [x] REST API
## License
MIT