CRMCP — AI CRM & Sales Automation Platform with MCP Integration JS Script

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Essential: Exterior Service & AI Utilization Prices

This platform makes use of AI-powered options (content material era, topic line options, analytics insights) that hook up with exterior AI suppliers. AI API utilization prices are NOT included within the buy value. You have to to offer your individual API keys and handle related prices individually. Typical prices fluctuate primarily based on utilization quantity. This product depends on third-party providers which will require separate paid subscriptions relying on utilization.

These providers might embrace (however should not restricted to):

• AI suppliers (corresponding to OpenAI, Google Gemini, Anthropic, or any appropriate AI API)
• Backend infrastructure providers (corresponding to Supabase or equal database, authentication, and storage suppliers)
• E mail supply providers (SMTP or transactional electronic mail suppliers)
• SMS or messaging providers (if enabled in your configuration)
• Cost gateway suppliers corresponding to Stripe (transaction charges might apply)
• Internet hosting or server infrastructure (VPS, cloud internet hosting, or comparable providers)

All third-party providers are billed instantly by their respective suppliers and should not included within the merchandise buy.

The customer is liable for configuring and sustaining their very own service accounts.

CRMCP — AI CRM & Gross sales Automation Platform with MCP Integration

CRMCP is a contemporary, full-stack Buyer Relationship Administration platform constructed with React 18, TypeScript, Tailwind CSS, and Supabase. It combines highly effective contact administration, deal pipeline monitoring, multi-channel communications, workflow automation, and an autonomous AI gross sales agent into one superbly designed internet utility — prepared for manufacturing deployment.

Constructed by WRAPCODERS, CRMCP is designed to assist gross sales groups, businesses, and SaaS companies streamline their gross sales course of, automate repetitive duties, and shut offers quicker with AI-powered intelligence.

Reside Demo

Demo URL: https://crmcp.wrapcoders.com

Consumer: [email protected] / User123!
Agent: [email protected] / Agent123!
Admin: [email protected] / Admin123!

Key Highlights

• AI Gross sales Agent — Autonomous AI assistant that scores leads, generates customized outreach, and recommends subsequent actions 24/7
• MCP Protocol Help — Trade-first Mannequin Context Protocol server for AI instrument interoperability and exterior agent integration
• Multi-Mannequin AI — Helps Gemini, GPT-5, Claude, and customized AI endpoints — no vendor lock-in
• Setup Wizard — Guided 4-step manufacturing setup wizard for self-hosted installations
• Position-Primarily based Entry Management — Three-tier RBAC system (Admin, Agent/Moderator, Consumer) with granular function gating
• Demo/Check Mode — Setting-controlled demo mode with quick-login for showcasing and testing
• Totally Responsive — 5-tier responsive design (1400/1024/768/390px) with adaptive sidebar
• Darkish Theme — Lovely darkish UI with semantic design tokens constructed on shadcn/ui

Contact Administration

• Full contact lifecycle monitoring from New Lead → Engaged → Certified → Proposal → Buyer → Churned
• AI Lead Scoring — Computerized scoring primarily based on engagement knowledge and behavioral alerts
• Superior filtering by standing, tags, supply, AI rating, and customized fields
• Sortable, searchable desk with pagination (10/25/50/100 per web page)
• Bulk Actions — Choose a number of contacts to tag, change standing, delete, or export
• CSV Import — Import contacts from CSV with clever discipline mapping
• Contact Element Web page — Full profile with timeline, notes, offers, file attachments, and communication historical past
• File Attachments — Add and handle paperwork per contact with safe storage
• Contact supply monitoring (handbook, import, webhook, referral, and so on.)
• Tags system for versatile categorization and segmentation

Gross sales Pipeline & Offers

• Kanban Board — Visible drag-and-drop pipeline with 5 levels: Discovery → Proposal → Negotiation → Closed Gained → Closed Misplaced
• Deal playing cards exhibiting worth, chance, linked contact, and anticipated shut date
• Deal Element Drawer — Full deal view with historical past, notes, and exercise timeline
• Win/Loss Evaluation — Conversion fee charts and stage-by-stage analytics
• Deal bulk actions for batch operations
• Pipeline worth and chance monitoring
• Linked contacts with computerized exercise logging

Communication Hub

• Multi-Channel Messaging — E mail, SMS, and WhatsApp from a single interface
• AI-Generated Drafts — Let AI compose customized messages primarily based on contact context
• E mail Sequences — Multi-step automated electronic mail campaigns with scheduling
• Message standing monitoring: Draft → Queued → Despatched → Delivered
• Template insertion for constant messaging
• Scheduled sending with timezone consciousness
• Inbound/outbound message historical past per contact
• Sequence enrollment monitoring with step development

Analytics Dashboard

• Actual-Time KPIs — Complete Contacts, Energetic Offers, Gained Income, Pipeline Worth with development indicators
• Income by Stage — Stacked bar chart exhibiting deal worth distribution throughout pipeline levels
• Exercise Timeline — Space chart monitoring staff exercise over time
• Message Quantity — Line chart exhibiting communication developments by channel
• AI Exercise Metrics — Monitor AI-generated actions, scores, and drafts
• Win/Loss Evaluation — Conversion charges and stage funnel visualization
• Date Vary Comparability — Evaluate metrics throughout totally different time durations
• Chart Export — Export any chart to PDF or PNG with one click on

Automation Engine

• Visible Automation Wizard — Create multi-step workflows with out code
• 5 Set off Sorts: Standing Change, New Contact, Rating Threshold, Scheduled, Deal Stage Change
• Actions: Ship E mail, Replace Standing, Add Tag, AI Generate, Assign Rating
• JSON-Primarily based Circumstances — Versatile rule matching on any contact or deal discipline
• Multi-step sequential motion execution
• Execution Logs — Detailed historical past with timing, affected contacts, and error monitoring
• Cron Scheduling — Server-side automation execution through edge capabilities
• Precedence-based rule ordering
• Allow/disable particular person guidelines with out deletion

AI Options

AI Gross sales Assistant

• Streaming Chat Interface — Actual-time AI responses with markdown rendering
• Dialog Reminiscence — Persistent chat historical past throughout classes
• Context-aware options primarily based on CRM knowledge
• A number of dialog threads with auto-titling

AI Agent Heart

• Autonomous Lead Scoring — AI analyzes engagement to rank leads robotically
• Outreach Era — Customized electronic mail/message drafts primarily based on contact profiles
• Deal Well being Evaluation — AI recommends next-best actions for every deal
• Multi-Step Workflows — AI decision-making inside automation pipelines

Multi-Supplier AI

• Constructed-in AI — Works out of the field with no API key required (Lovable AI)
• OpenAI — GPT-5, GPT-5-mini, GPT-5-nano assist
• Google — Gemini 2.5 Professional, Flash, Flash-Lite
• Anthropic — Claude fashions with native API assist
• Customized Endpoints — Any OpenAI-compatible API

Webhook System

• Inbound Webhook Processing — Settle for occasions from any exterior service
• Computerized Retry — Exponential backoff for failed webhook deliveries
• Analytics Dashboard — Occasion quantity, success charges, and supply distribution charts
• Occasion element view with full payload inspection
• Supply filtering and date vary queries
• Standing monitoring: Obtained → Processing → Processed → Failed

MCP Protocol (Mannequin Context Protocol)

• MCP Server — Exposes CRM knowledge as assets for AI instrument interoperability
• Sources: Contacts, Offers, Actions uncovered as MCP-compliant assets
• Instruments: CRUD operations on all CRM entities through MCP instrument calls
• Request Tracing — Full audit path of MCP requests with timing and error monitoring
• Useful resource Subscriptions — Actual-time notifications for knowledge modifications
• Appropriate with any MCP-compliant AI consumer or agent framework
• Complete MCP documentation web page constructed into the app

Safety & Entry Management

• Row Degree Safety (RLS) — Each desk protected with PostgreSQL RLS insurance policies
• Three-Tier RBAC:
  • Admin — Full platform management together with consumer administration and system settings
  • Moderator (Agent) — Operational options: automations, webhooks, AI agent, MCP, settings
  • Consumer — Core CRM: contacts, offers, pipeline, communications, analytics
• Roles saved in a separate user_roles desk — by no means on profiles (prevents privilege escalation)
• SECURITY DEFINER role-check operate to stop RLS recursion
• API keys saved in Supabase Vault — by no means in consumer bundle
• Password power meter with configurable necessities
• No nameless signups — electronic mail verification required

Setup Wizard

• 4-Step Guided Setup for first-time set up:
  1. Setting Test — Validates database, auth, and storage connectivity
  2. Tremendous Admin — Creates the primary admin account
  3. App Identification — Configure app title and first model coloration
  4. Completion — Abstract and redirect to reside dashboard
• Computerized setup standing detection — skips wizard if already accomplished
• Progress stepper with visible completion monitoring

Demo / Check Mode

• Managed through VITE_DEMO_MODE atmosphere variable
• When enabled: Fast-login buttons seem on the auth web page with pre-filled take a look at credentials
• When disabled: Normal electronic mail/password login solely — no take a look at credentials seen
• Excellent for reside demos, shows, and purchaser showcasing

Responsive Design

• 5-tier breakpoint system: 1400px / 1024px / 768px / 390px / 320px
• Sidebar modes: Full expanded → Icon-only mini → Off-canvas cell drawer
• Contact-optimized cell backside navigation
• Adaptive grid layouts and card stacking
• All views practical on cell units

Tech Stack

Changelog

v1.0.0 — Preliminary Launch (April 2026)

• Full CRM with contacts, offers, and pipeline administration
• AI Gross sales Agent with multi-model assist (Gemini, GPT-5, Claude)
• MCP Protocol server for AI instrument interoperability
• Multi-channel Communication Hub (E mail, SMS, WhatsApp)
• Automation Engine with visible wizard and cron scheduling
• Analytics dashboard with KPIs, charts, and date-range comparability
• Webhook system with retry logic and analytics
• Three-tier RBAC (Admin, Moderator, Consumer) with RLS
• 4-step Setup Wizard for guided deployment
• Demo/Check mode through atmosphere variable
• 5-tier responsive design with cell backside nav
• Darkish theme with semantic design tokens
• CSV import, bulk actions, and world search
• Chart export to PDF/PNG
• Contact file attachments with safe storage
• E mail sequences with enrollment monitoring
• Complete documentation web site

Help

Need assistance? Contact the WRAPCODERS staff for devoted assist, customization, and have requests.

Source