CRM AI — Conversational CRM (Proof of Concept)

A CRM you talk to. Ask questions in plain English ("which deals close this month?", "log a call with Rachel") and an LLM answers by calling tools against a local SQLite database, rendering the results as interactive cards, tables, pipeline boards and forms instead of plain text.

Built with Next.js 16 (App Router), React 19, Tailwind CSS, shadcn/ui and better-sqlite3. LLM access goes through OpenRouter using the OpenAI-compatible SDK, so any OpenRouter model can be used.

Features

• Chat-first interface: a tool-calling loop (/api/chat) lets the model query contacts, deals, activities and tasks, run read queries, and fill inline forms.
• Rich responses: stat cards, data tables, a pipeline board, activity timelines, contact and deal cards, and action buttons, all rendered from structured "rich blocks".
• Debug panel: every tool call shows the SQL it ran, with parameters.
• Tasks and follow-ups: due reminders and contacts that need a follow-up.
• Files: upload attachments, import contacts from CSV, export to CSV.
• Optional integrations: Gmail and Office 365 (OAuth email sync and send) and Twilio SMS. The app runs fine without any of them.

Quick start

Requires Node.js 22+.

git clone git@github.com:DNAMicro/CRM-AI-POC.git
cd CRM-AI-POC
npm install
cp .env.example .env.local     # then set OPENROUTER_API_KEY
npm run dev

Open http://localhost:5555.

Demo data

The repo ships a ready-made demo database, data/demo.db, with fictional data: 15 contacts, 15 deals and 20 activities. On first start the app copies it to data/crm.db, which is your working database and is git-ignored, so your changes never touch the demo copy or end up in a commit.

To reset to the demo data, stop the server and delete the working database:

rm data/crm.db*

npm run db:seed rebuilds data/crm.db from the static seed data in src/data/ instead.

Configuration

All settings live in .env.local (git-ignored). See .env.example for the full list.

Variable	Required	Purpose
OPENROUTER_API_KEY	yes	LLM access
OPENROUTER_MODEL	no	Model id, default google/gemini-3.1-flash-lite-preview
ENCRYPTION_SECRET	no	Encrypts stored OAuth and Twilio tokens; if unset, a random key is written to .encryption-key
GOOGLE_CLIENT_ID / GOOGLE_CLIENT_SECRET	no	Gmail integration
MICROSOFT_CLIENT_ID / MICROSOFT_CLIENT_SECRET / MICROSOFT_TENANT_ID	no	Office 365 integration

Twilio credentials are entered on the in-app Settings page and stored encrypted in the local database.

Scripts

Command	Description
npm run dev	Dev server on port 5555, listening on all interfaces
npm run build / npm start	Production build and server
npm run lint	ESLint
npm run db:seed	Recreate data/crm.db from seed data

Project layout

src/app/            pages and API routes (chat, contacts, deals, tasks, gmail, sms, ...)
src/lib/db.ts       SQLite schema, demo-DB bootstrap, queries
src/lib/llm/        tool definitions, tool executor, system prompt
src/components/     chat UI, rich-response components, shadcn/ui primitives
src/data/           static seed data
data/demo.db        committed demo database

Security notes

This is a proof of concept for local use. It is not hardened for deployment:

• No authentication. Anyone who can reach the server can read and change CRM data and, if connected, send email and SMS. npm run dev listens on 0.0.0.0, so it is reachable from your local network; bind to localhost or put it behind auth before exposing it.
• The Gmail and Office 365 OAuth callbacks don't verify the OAuth state parameter, and the Twilio webhook doesn't verify request signatures.
• Secrets belong in .env.local. .env* (except .env.example), .encryption-key, the working database and uploads are all git-ignored. Don't commit them.