Description
CRMCP — AI CRM & Sales Automation Platform with MCP Integration
CRMCP — AI CRM & Sales Automation Platform with MCP Integration is a modern, full-stack Customer Relationship Management platform built with React 18, TypeScript, Tailwind CSS, and Supabase. It combines powerful contact management, deal pipeline tracking, multi-channel communications, workflow automation, and an autonomous AI sales agent into one beautifully designed web application — ready for production deployment.
Key Highlights
- AI Sales Agent — Autonomous AI assistant that scores leads, generates personalized outreach, and recommends next actions 24/7
- MCP Protocol Support — Industry-first Model Context Protocol server for AI tool interoperability and external agent integration
- Multi-Model AI — Supports Gemini, GPT-5, Claude, and custom AI endpoints — no vendor lock-in
- Setup Wizard — Guided 4-step production setup wizard for self-hosted installations
- Role-Based Access Control — Three-tier RBAC system (Admin, Agent/Moderator, User) with granular feature gating
- Demo/Test Mode — Environment-controlled demo mode with quick-login for showcasing and testing
- Fully Responsive — Five-tier responsive design (1400/1024/768/390px) with adaptive sidebar
- Dark Theme — Beautiful dark UI with semantic design tokens built on shadcn/ui
Contact Management
- Full contact lifecycle tracking from New Lead → Engaged → Qualified → Proposal → Customer → Churned
- AI Lead Scoring — Automatic scoring based on engagement data and behavioral signals
- Advanced filtering by status, tags, source, AI score, and custom fields
- Sortable, searchable table with pagination (10/25/50/100 per page)
- Bulk Actions — Select multiple contacts to tag, change status, delete, or export
- CSV Import — Import contacts from CSV with intelligent field mapping
- Contact Detail Page — Full profile with timeline, notes, deals, file attachments, and communication history
- File Attachments — Upload and manage documents per contact with secure storage
- Contact source tracking (manual, import, webhook, referral, etc.)
- Tags system for flexible categorization and segmentation
