pdovhomilja/nextcrm app

Online Demo

You can try it here 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 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 server, letting AI agents (Claude, Cursor, custom agents) read and write CRM data directly.

25 tools across 5 CRM modules — Accounts, Contacts, Leads, Opportunities, Targets:

• list_* — paginated list scoped to the authenticated user
• get_* — single record by ID
• search_* — full-text substring search
• create_* — create new records
• update_* — partial update by ID

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:

{
  "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.

🔍 Vector Search + Semantic Similarity (NEW)

CRM records (Accounts, Contacts, Leads, Opportunities) are automatically embedded using OpenAI text-embedding-3-small via Inngest 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 – React framework for building performant apps with the best developer experience (App Router)
• next-auth 4.x – Handle user authentication with ease with providers like Google, GitHub, and Credentials
• Prisma 7.5 – TypeScript-first ORM for PostgreSQL
• React Email 2.x – Versatile email framework for efficient and flexible email development

Platforms

• PostgreSQL 17+ – Powerful open-source relational database with pgvector extension for AI embeddings
• Resend – A powerful email framework for streamlined email development together with react.email
• UploadThing + S3-compatible storage (DigitalOcean Spaces) – for document file storage
• Inngest – Background job queue for async embedding and AI workflows

AI & MCP

• OpenAI API – text-embedding-3-small for vector embeddings; GPT for project management assistant
• Anthropic API – Claude Sonnet 4.6 drives the E2B enrichment agent tool-use loop
• Vercel AI SDK 6.x – Unified AI interface
• pgvector – PostgreSQL vector extension for similarity search (HNSW indexes)
• E2B – Cloud sandboxes with real Chrome browser for AI-driven web research and contact enrichment
• MCP Server – 25 CRM tools via @vercel/mcp-adapter, Bearer token auth, SSE + HTTP transports

Data fetching

• SWR – React Hooks library for remote data fetching
• Axios – Promise based HTTP client for the browser and node.js
• Server Actions – for server side data fetching and mutations
• TanStack React Table – for data tables and server/client side data fetching

UI

• Tailwind CSS v4 – Utility-first CSS framework for rapid UI development
• shadcn/ui – Re-usable components built using Radix UI and Tailwind CSS
• Tremor – A platform for creating charts
• Lucide React – Beautiful and consistent open-source icons

i18n

• next-intl – 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 + 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 </br> Invoice module (video)

Documentation

Available soon at: http://docs.nextcrm.io

Installation

1. Clone the repository:

   git clone https://github.com/pdovhomilja/nextcrm-app.git
   cd nextcrm-app
   

2. Install the preset:

   pnpm install
   

3. Copy the environment variables to .env

   cp .env.example .env
   

   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

   • NextAUTH - 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

4. Init Prisma

    pnpm prisma generate
    pnpm prisma migrate deploy
   

5. Import initial data from initial-data folder

   pnpm prisma db seed
   

6. Run app on local

   pnpm run dev
   

7. http://localhost:3000

Docker installation

Link to Docker HUB

1. Make sure you have docker and docker-compose installed

2. Prepare .env and .env.local files

   .env (for Prisma URI string) and .env.local (all others ENVs) file inside docker folder
   

3. build docker image

   docker build -t nextcrm .
   

4. Run docker container

   docker run -p 3000:3000 nextcrm
   

5. http://localhost:3000

Contact

www.dovhomilja.cz </br> <img alt="X (formerly Twitter) URL" src="https://img.shields.io/twitter/url?url=https%3A%2F%2Ftwitter.com%2Fdovhomilja">

Contributing

We are open to the NextCRM community contributions. Every contribution is welcome.

Issues

• Open an issue if you find a bug or have a suggestion for improvements.

NextCRM Super heroes

Made with contrib.rocks.

Repo Activity

Star History

License

Licensed under the MIT license.