https://github.com/pdovhomilja/nextcrm-app
NextCRM — Open-source CRM built with Next.js 16, React 19, PostgreSQL, Prisma 7, and shadcn/ui. CRM, projects, invoicing, documents, email client & AI features.
https://github.com/pdovhomilja/nextcrm-app
crm e2b inngest next-auth nextjs open-source openai postgresql prisma react resend shadcn-ui tailwindcss tremor typescript
Last synced: 4 months ago
JSON representation
NextCRM — Open-source CRM built with Next.js 16, React 19, PostgreSQL, Prisma 7, and shadcn/ui. CRM, projects, invoicing, documents, email client & AI features.
- Host: GitHub
- URL: https://github.com/pdovhomilja/nextcrm-app
- Owner: pdovhomilja
- License: mit
- Created: 2023-07-06T22:25:52.000Z (about 3 years ago)
- Default Branch: main
- Last Pushed: 2026-04-03T07:21:38.000Z (4 months ago)
- Last Synced: 2026-04-03T14:18:40.744Z (4 months ago)
- Topics: crm, e2b, inngest, next-auth, nextjs, open-source, openai, postgresql, prisma, react, resend, shadcn-ui, tailwindcss, tremor, typescript
- Language: TypeScript
- Homepage: https://demo.nextcrm.io
- Size: 4.56 MB
- Stars: 567
- Watchers: 12
- Forks: 189
- Open Issues: 2
-
Metadata Files:
- Readme: README.md
- Changelog: CHANGELOG.md
- Contributing: CONTRIBUTING.md
- Funding: .github/FUNDING.yml
- License: LICENSE
- Agents: AGENTS.md
Awesome Lists containing this project
- awesome-ChatGPT-repositories - nextcrm-app - NextCRM — Open-source CRM built with Next.js 16, React 19, PostgreSQL, Prisma 7, and shadcn/ui. CRM, projects, invoicing, documents, email client & AI features. (CLIs)
- awesome-shadcnui - Github
README
NextCRM is an open-source CRM built with Next.js 16, React 19, TypeScript, PostgreSQL (Prisma 7), and shadcn/ui. Features CRM, project management, document storage, email client, AI-powered features, vector search, and MCP server for AI agent access.
Introduction ·
What's New ·
Tech Stack + Features ·
Roadmap ·
Installation ·
Repo activity ·
License ·
Discord
## Online Demo
You can try it here [demo.nextcrm.io](https://demo.nextcrm.io), login via Google account or create new user and password.
---
## What's New
### 📋 CRM Activities — Full Activity Tracking *(NEW)*
All 5 CRM entity detail pages (Accounts, Contacts, Leads, Opportunities, Contracts) now have an **Activities** tab with a live paginated feed of interactions:
- **Activity types** — Notes, Calls, Emails, Meetings, Tasks
- **Create / edit / delete** — inline Sheet form on every CRM entity detail page
- **Paginated feed** — compound cursor pagination with `createdAt + id` for stable ordering
- **Linked records** — activities attach to multiple entities via `crm_ActivityLinks` (e.g. a call can reference both a Contact and an Opportunity)
- **Real-time revalidation** — server actions revalidate the correct path after every mutation
---
### 🕵️ Audit Log & History — Full Change Trail *(NEW)*
Every CRM entity (Accounts, Contacts, Leads, Opportunities, Contracts) now tracks its full change history:
- **History tab** — per-entity timeline of all field changes, shown on every detail page with `AuditTimeline` + `AuditEntry` components
- **Soft delete** — records are never hard-deleted; `deletedAt` column preserves data while hiding it from normal queries
- **Admin audit log** — `/admin/audit-log` shows a global filterable table of every change across all entities, with restore support for soft-deleted records
- **Diff engine** — `diffObjects` utility computes before/after diffs and stores structured JSON in the audit record
---
### 🧠 AI Enrichment — E2B Sandboxed Agent + Flexible API Key Management *(NEW)*
Target and Contact enrichment now runs inside an **[E2B](https://e2b.dev/) cloud sandbox** — a full Linux environment with a real browser (Chrome) — replacing the previous Firecrawl API path:
- **Real-browser research** — the agent navigates JS-heavy sites, LinkedIn public profiles, and paginated results that a simple API call cannot reach
- **LLM tool-use loop** — Claude Sonnet 4.6 drives the research with tools: `browser_open`, `browser_snapshot`, `browser_click`, `browser_extract`, `web_search`
- **C-level contact discovery** — given only a company name, the agent finds all discoverable C-level contacts and creates `crm_Target_Contact` records automatically
- **Context-aware strategy** — agent skips research it doesn't need (e.g. already has a website → skips domain discovery)
- **Confidence scoring** — fields below 0.6 confidence are discarded; only empty target fields are overwritten
- **5-minute timeout per target** — partial results are applied even if the agent times out
- **Fan-out** — after company enrichment, each discovered contact is enriched independently via a separate Inngest job
**API keys** are managed through a **3-tier priority system** so the app runs without any keys in `.env`:
```
ENV variable → Admin system-wide → User profile
(highest) (lowest)
```
- **Admin panel** (`/admin/llm-keys`) — set system-wide keys for OpenAI, Firecrawl, Anthropic, and Groq. Keys are encrypted at rest (AES-256-GCM).
- **Profile settings** (`/profile?tab=llms`) — users configure their own keys as a fallback.
- **Graceful degradation** — enrichment buttons show an informative dialog when no key is available at any tier.
> **Migration note:** The old `openAi_keys` table is replaced by the new `ApiKeys` table. Run `pnpm prisma migrate deploy` to apply the migration.
---
### 🤖 MCP Server — AI Agent Access to CRM Data *(NEW)*
NextCRM now ships with a built-in [Model Context Protocol](https://modelcontextprotocol.io/) server, letting AI agents (Claude, Cursor, custom agents) read and write CRM data directly.
**127 tools across 15 modules:**
| Module | Tools | Operations |
|--------|-------|------------|
| Accounts | 6 | list, get, search, create, update, delete |
| Contacts | 6 | list, get, search, create, update, delete |
| Leads | 6 | list, get, search, create, update, delete |
| Opportunities | 6 | list, get, search, create, update, delete |
| Targets | 6 | list, get, search, create, update, delete |
| Products | 5 | list, get, create, update, delete |
| Contracts | 5 | list, get, create, update, delete |
| Activities | 5 | list, get, create, update, delete |
| Documents | 8 | list, get, create, upload, download, link, unlink, delete |
| Target Lists | 7 | list, get, create, update, delete, add members, remove members |
| Enrichment | 4 | enrich contact, enrich target, bulk contact, bulk target |
| Email Accounts | 1 | list |
| Campaigns | 18 | full lifecycle: CRUD, send, pause, resume, templates, steps, stats |
| Projects | 18 | boards, sections, tasks, comments, documents, watch |
| Reports | 2 | list, run |
**Authentication:** Generate Bearer tokens (`nxtc__...`) from your profile page. Tokens are SHA-256 hashed — the raw value is shown only once and never stored.
**Connect your MCP client:**
```json
{
"mcpServers": {
"nextcrm": {
"url": "https://your-nextcrm.com/api/mcp/sse",
"headers": { "Authorization": "Bearer nxtc__your_token_here" }
}
}
}
```
Both SSE (`/api/mcp/sse`) and HTTP (`/api/mcp/http`) transports are supported.
**Claude Code Skill:** Download the [SKILL.md](/en/profile?tab=developer) from your Developer profile tab for a ready-to-use Claude Code skill with full tool documentation.
---
### 🔍 Vector Search + Semantic Similarity *(NEW)*
CRM records (Accounts, Contacts, Leads, Opportunities) are automatically embedded using **OpenAI `text-embedding-3-small`** via [Inngest](https://www.inngest.com/) background jobs.
- **Unified search** — combines keyword (full-text) + semantic (pgvector cosine similarity) results in a single grouped UI
- **Find Similar** — every CRM detail page has a "Find Similar" button that surfaces semantically related records across the same module
- **Backfill** — Inngest function to embed all existing records on demand
- **Auto-embed** — new and updated records are embedded automatically
Powered by **pgvector** (PostgreSQL extension) with HNSW indexes for fast approximate nearest-neighbor search.
---
### 🎯 CRM Targets *(NEW)*
New **Targets** module for managing sales targets and target lists — full CRUD, detail view, list management, and MCP tools included.
---
### 🔎 Unified Search *(NEW)*
Global search across all CRM entities from a single search bar — grouped results by entity type, loading skeleton, collapsible sections, and combined keyword + semantic scoring.
---
## Tech Stack + Features
### Frameworks
- [Next.js 16](https://nextjs.org/) – React framework for building performant apps with the best developer experience (App Router)
- [Better Auth 1.5.x](https://www.better-auth.com/) – TypeScript-first authentication framework with email OTP, OAuth (Google), admin plugin, and session management
- [Prisma 7.5](https://www.prisma.io/) – TypeScript-first ORM for PostgreSQL
- [React Email 2.x](https://react.email/) – Versatile email framework for efficient and flexible email development
### Platforms
- [PostgreSQL 17+](https://www.postgresql.org/) – Powerful open-source relational database with **pgvector** extension for AI embeddings
- [Resend](https://resend.com/) – A powerful email framework for streamlined email development together with [react.email](https://react.email)
- [UploadThing](https://uploadthing.com/) + S3-compatible storage (DigitalOcean Spaces) – for document file storage
- [Inngest](https://www.inngest.com/) – Background job queue for async embedding and AI workflows
### AI & MCP
- [OpenAI API](https://openai.com/blog/openai-api) – `text-embedding-3-small` for vector embeddings; GPT for project management assistant
- [Anthropic API](https://www.anthropic.com/) – Claude Sonnet 4.6 drives the E2B enrichment agent tool-use loop
- [Vercel AI SDK 6.x](https://sdk.vercel.ai/) – Unified AI interface
- [pgvector](https://github.com/pgvector/pgvector) – PostgreSQL vector extension for similarity search (HNSW indexes)
- [E2B](https://e2b.dev/) – Cloud sandboxes with real Chrome browser for AI-driven web research and contact enrichment
- [MCP Server](https://modelcontextprotocol.io/) – 127 tools across 15 modules via `@vercel/mcp-adapter`, Bearer token auth, SSE + HTTP transports
### Data fetching
- [SWR](https://swr.vercel.app/) – React Hooks library for remote data fetching
- [Axios](https://axios-http.com/) – Promise based HTTP client for the browser and node.js
- [Server Actions]() – for server side data fetching and mutations
- [TanStack React Table](https://tanstack.com/table) – for data tables and server/client side data fetching
### UI
- [Tailwind CSS v4](https://tailwindcss.com/) – Utility-first CSS framework for rapid UI development
- [shadcn/ui](https://ui.shadcn.com/) – Re-usable components built using Radix UI and Tailwind CSS
- [Tremor](https://www.tremor.so/) – A platform for creating charts
- [Lucide React](https://lucide.dev/) – Beautiful and consistent open-source icons
### i18n
- [next-intl](https://next-intl-docs.vercel.app/) – Internationalization for Next.js — English, Czech, German, Ukrainian
## Roadmap
1. ✅ Docker version — complete bundle to run NextCRM on-premise
2. ✅ Upgrade to Next.js 16 — running on Next.js 16 with React 19
3. ✅ i18n / localization — 4 languages (English, Czech, German, Ukrainian)
4. ✅ Email client — IMAP/SMTP email client built in
5. ✅ PostgreSQL migration — migrated from MongoDB to PostgreSQL 17+
6. ✅ pgvector embeddings — automatic semantic embeddings via Inngest + OpenAI
7. ✅ Vector similarity search — "Find Similar" on all CRM entity detail pages
8. ✅ Unified search — keyword + semantic search across all CRM modules
9. ✅ CRM Targets module — sales target and target list management
10. ✅ MCP server — 25 CRM tools for AI agent access via Bearer token auth
11. ✅ AI enrichment — E2B sandboxed agent (real browser + Claude Sonnet) for target/contact enrichment; C-level contact discovery; 3-tier API key management (ENV → admin → user)
12. ✅ Audit log & history — soft delete + full field-level change trail on all CRM entities; global admin audit log page
13. ✅ CRM Activities — notes, calls, emails, meetings, tasks linked to any CRM entity; paginated feed on all detail pages
14. 🔄 More AI powered features — daily summary of tasks and projects
15. 📋 Email campaigns management — integration with MailChimp and Listmonk
16. 📋 Testing expansion — Jest + Playwright coverage (contributions welcome!)
17. 🔄 Fix all TypeScript `any` types — ongoing cleanup
## Emails
We use [resend.com](https://resend.com) + [react.email](https://react.email) as primary email sender and email templates.
## Reports
We use Tremor charts as a tool for creating charts in NextCRM
## Video (YouTube channel with functions showcase)
[Youtube Channel](https://www.youtube.com/@NextCRM_IO)
[Invoice module (video)](https://youtu.be/NSMsBMy07Pg)
## Documentation
Available soon at: http://docs.nextcrm.io
## Installation
Show instructions
1. Clone the repository:
```sh
git clone https://github.com/pdovhomilja/nextcrm-app.git
cd nextcrm-app
```
1. Install the preset:
```sh
pnpm install
```
1. Copy the environment variables to .env
```sh
cp .env.example .env
```
```sh
cp .env.local.example .env.local
```
**.env**
> > - You will need a PostgreSQL connection string for Prisma ORM
> > - Example: `DATABASE_URL="postgresql://user:pass@localhost:5432/nextcrm?schema=public"`
> > - Requires PostgreSQL 17+ with the **pgvector** extension enabled
**.env.local**
> > - BETTER_AUTH_SECRET - for auth
> > - uploadthings - for storing files
> > - openAI - for embeddings and project management assistant *(optional — can be set via admin panel instead)*
> > - Firecrawl - for contact/target enrichment *(optional — can be set via admin panel instead)*
> > - SMTP and IMAP for emails
> > - Inngest - for background embedding jobs
> > - `EMAIL_ENCRYPTION_KEY` - required for encrypting API keys stored in the database
1. Init Prisma
```sh
pnpm prisma generate
pnpm prisma migrate deploy
```
1. Import initial data from initial-data folder
```sh
pnpm prisma db seed
```
1. Run app on local
```sh
pnpm run dev
```
1. http://localhost:3000
## Docker installation
[Link to Docker HUB](https://hub.docker.com/repository/docker/nextcrmio/nextcrm/general)
Show instructions
1. Make sure you have docker and docker-compose installed
2. Prepare .env and .env.local files
```create
.env (for Prisma URI string) and .env.local (all others ENVs) file inside docker folder
```
3. build docker image
```sh
docker build -t nextcrm .
```
4. Run docker container
```sh
docker run -p 3000:3000 nextcrm
```
5. http://localhost:3000
## Contact
[www.dovhomilja.cz](https://www.dovhomilja.cz)
[
](https://twitter.com/dovhomilja)
## Contributing
We are open to the NextCRM community contributions. Every contribution is welcome.
### Issues
- [Open an issue](https://github.com/pdovhomilja/nextcrm-app/issues) if you find a bug or have a suggestion for improvements.
### NextCRM Super heroes
Made with [contrib.rocks](https://contrib.rocks).
## Repo Activity
## Star History
[](https://star-history.com/#pdovhomilja/nextcrm-app&Timeline)
## License
Licensed under the [MIT license](https://github.com/pdovhomilja/nextcrm-app/blob/main/LICENSE.md).