Comp AI CRM — Open Source Agentic CRM

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