atomic-crm: Manage Contacts, Tasks, and Sales Deals

Overview

Atomic CRM is a web-based customer relationship management app for keeping contact records, communication notes, follow-up tasks, and sales deals together. Its Kanban pipeline and activity history help users track relationships and sales work in one place.

It is aimed at teams that want a customizable CRM they can run and adapt themselves, rather than a fixed hosted product. The project is also available as an online demo, and its component registry supports bringing upstream UI updates into a fork.

Key Features

• Store and organize contacts, with data import and export.
• Create tasks and reminders for follow-ups and deadlines.
• Save notes, including emails captured by CCing the app.
• Track deals in a Kanban sales pipeline.
• Review interactions through aggregated activity logs.
• Support sign-in with Google, Azure, Keycloak, and Auth0.
• Add custom fields, change the theme, and replace components.
• Connect other systems through an API.

Use Cases

• Small sales teams can track prospects, deals, and upcoming follow-ups in a shared CRM.
• Consultants and service teams can keep client notes and interaction history alongside tasks.
• Organizations with specific workflows can fork the app and customize fields, themes, or components.
• Developers can use the API to connect CRM records with other systems.

Getting Started

Fork and clone the repository, then install and start the app:

make install
make start

Local setup requires Make, Node 22 LTS, and Docker. See the README for configuration, testing, and documentation details. An online demo is also available.

Considerations

• Running the app locally involves a frontend and a local Supabase/Postgres setup managed with Docker, so it requires more setup than a hosted CRM.
• The project is designed to be forked and customized. Keeping customizations in sync with upstream component updates may require reviewing and resolving file conflicts.
• The repository includes unit and end-to-end testing instructions, but the provided project information does not establish production support or service-level guarantees.