# Comp AI CRM — Open Source Agentic CRM

> An open-source customer relationship management platform designed for AI agents, letting autonomous workflows manage leads, contacts, and deals.

## Install

Save as a script file and run:

# Comp AI CRM — Open Source Agentic CRM

## Quick Use
```bash
git clone https://github.com/trycompai/crm
cd crm
docker compose up -d
# Open http://localhost:3000
```

## Introduction
Comp AI CRM is an open-source CRM built from the ground up for AI agents. Instead of designing around human-only workflows, it exposes a structured API that lets autonomous agents create contacts, update deal stages, send follow-ups, and query pipelines — making it the first CRM where agents are first-class users alongside humans.

## What Comp AI CRM Does
- Manages contacts, companies, deals, and activities through a standard CRM data model
- Provides an agent-friendly API so AI workflows can read and write CRM data programmatically
- Tracks deal pipelines with customizable stages, probability scoring, and revenue forecasting
- Logs every agent and human interaction for a full audit trail
- Supports email integration for automated outreach and follow-up sequences

## Architecture Overview
The application is built with TypeScript and Next.js on top of a PostgreSQL database. The API layer is designed for both human UI consumption and agent tool-use, returning structured JSON responses that fit naturally into LLM tool-call schemas. Authentication supports API keys for agent access alongside standard OAuth for human users. The frontend uses a modern React component library with real-time updates via WebSockets.

## Self-Hosting & Configuration
- Deploy with Docker Compose for a quick single-server setup
- Configure the PostgreSQL connection string and email SMTP credentials in environment variables
- Set API keys for agent access through the admin dashboard
- Customize deal pipeline stages and contact fields via the settings UI
- Supports SSO integration with external identity providers

## Key Features
- Agent-first API design with structured outputs for LLM tool-use
- Full audit log of every agent and human action for compliance
- Customizable deal pipeline with drag-and-drop stage management
- Built-in email sequences with open and click tracking
- Real-time collaborative editing when multiple users or agents work simultaneously

## Comparison with Similar Tools
- **Twenty CRM** — open-source Salesforce alternative; Comp AI CRM adds native agent integration
- **Salesforce** — enterprise CRM; Comp AI CRM is free and optimized for agentic workflows
- **HubSpot** — freemium SaaS; Comp AI CRM is fully self-hostable with no feature gates
- **Attio** — modern CRM; Comp AI CRM is open source and agent-native

## FAQ
**Q: Can human users and AI agents use the CRM at the same time?**
A: Yes. The system treats both as authenticated actors with configurable permissions.

**Q: What database does it use?**
A: PostgreSQL. The schema is managed with Prisma migrations.

**Q: Is there a hosted version?**
A: The team offers a cloud-hosted option, but the open-source edition is fully functional.

**Q: How do I connect an AI agent?**
A: Generate an API key in the admin panel and use it as a bearer token in your agent's HTTP requests.

## Sources
- https://github.com/trycompai/crm

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Source: https://tokrepo.com/en/workflows/asset-1c7c97e0
Author: Script Depot