Atomic CRM

Atomic CRM is an open-source, self-hosted web app for managing customer relationships. It provides a centralized system for managing customer relationships, tracking sales pipelines, and organizing contact information. The software is deployed as a web application and requires Docker for its backend infrastructure, making it suitable for organizations that prefer to maintain full control over their data on private servers.

Users can manage the full sales lifecycle from lead capture to deal closure. The system is designed for flexibility, allowing administrators to modify the interface and data structures to match specific organizational requirements. It functions as a comprehensive hub where teams can store contact details, coordinate tasks, and monitor the progress of various business opportunities through a visual interface.

Key features

• Kanban board for visualizing and tracking sales deals
• Contact management system for organizing client information
• Task creation with integrated reminders for follow-ups
• Email capture via CC to save communications as notes
• Activity logs for tracking interaction history
• Data import and export tools for contact migration
• Authentication support for Google, Azure, Keycloak, and Auth0
• API access for connecting with external systems
• Custom fields and theme adjustments for interface personalization

The application is built using React and shadcn-ui for the frontend, with Supabase providing the backend API and PostgreSQL database. It utilizes React Query for data fetching and React Hook Form for input management. The architecture is designed for developers, utilizing a registry system that allows for the replacement of components or the addition of custom logic. Installation is handled via a Make-based workflow, which automates the setup of the Vite development server and the local Supabase instance.

Atomic CRM serves as a customizable foundation for companies that require a private CRM. It is positioned as a developer-friendly tool that balances a professional user interface with a highly modifiable codebase.