This is the Linux app named CRM whose latest release can be downloaded as v1.14.0sourcecode.zip. It can be run online in the free hosting provider OnWorks for workstations.
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SCREENSHOTS:
CRM
DESCRIPTION:
CRM is an open-source, agentic-first customer relationship management system built around a durable research agent. The agent operates on its own schedule and work queue, investigates contacts and companies, records supported facts, and schedules future checks. Rather than guessing personal details, it prices evidence and writes strong observations while sending weak evidence to a human for resolution. The interface manages contacts, companies, deals, tasks, pipeline views, and agent activity. Email threads, meetings, signature blocks, optional web research, and enrichment services can provide evidence. Durable sessions survive reloads and deployments, while a restricted sandbox prevents direct database access and network egress. The project is single-tenant and uses Google sign-in with an environment-based allow list.
Features
- Autonomous contact and company research
- Evidence-based customer data enrichment
- Durable work queues and agent sessions
- Contact, company, deal, and task management
- Pipeline dashboards and agent activity views
- Restricted single-tenant security model
Programming Language
TypeScript
Categories
This is an application that can also be fetched from https://sourceforge.net/projects/crm.mirror/. It has been hosted in OnWorks in order to be run online in an easiest way from one of our free Operative Systems.