Production-ready CRM system powered by multi-agent AI architecture
An intelligent CRM system that uses autonomous AI agents to handle customer relationship workflows automatically. Each agent specializes in specific tasks and collaborates to provide a seamless customer experience.
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Lead Qualification Agent 🎯
- Scores incoming leads automatically
- Routes high-value prospects to sales
- Enriches contact data from public sources
- Identifies buying signals
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Email Intelligence Agent 📧
- Drafts personalized responses
- Sentiment analysis on customer emails
- Auto-categorization and prioritization
- Smart follow-up suggestions
-
Sales Pipeline Agent 💰
- Tracks deal progress
- Predicts close probability
- Identifies stalled deals
- Recommends next actions
-
Customer Success Agent 🎉
- Monitors customer health scores
- Detects churn risk
- Triggers retention workflows
- Upsell/cross-sell opportunities
-
Meeting Scheduler Agent 📅
- Smart calendar management
- Context-aware scheduling
- Automatic meeting prep
- Follow-up task creation
-
Analytics Agent 📊
- Real-time dashboards
- Predictive analytics
- Performance insights
- Custom reports
- Contact & company management
- Deal pipeline tracking
- Task & activity logging
- Email integration
- Calendar sync
- Automatic lead scoring
- Intelligent email responses
- Sentiment analysis
- Churn prediction
- Sales forecasting
- Smart notifications
- Autonomous lead nurturing
- Auto-follow-up sequences
- Deal health monitoring
- Customer success automation
- Meeting coordination
- Data enrichment
Backend:
- Python + FastAPI
- PostgreSQL database
- Redis for caching
- Celery for async tasks
AI/ML:
- LangChain for agent orchestration
- Claude/GPT-4 for intelligence
- Vector DB for context storage
- Sentiment analysis models
Frontend:
- React + TypeScript
- TailwindCSS
- Real-time updates (WebSocket)
- Charts & analytics
Integrations:
- Gmail/Outlook API
- Google Calendar
- LinkedIn enrichment
- Slack notifications
- Zapier webhooks
New Lead → Data Enrichment → Scoring → Routing → Auto-Email → CRM Entry
Incoming Email → Sentiment Analysis → Categorization → Draft Response → Human Review
Deal Created → Health Monitoring → Risk Detection → Action Recommendations → Auto-Followup
Customer Activity → Health Score → Churn Risk → Retention Trigger → Success Team Alert
- Dashboard - Real-time metrics & agent activity
- Contacts - Enriched contact profiles
- Deals - Visual pipeline with AI insights
- Inbox - Smart email management
- Calendar - AI-scheduled meetings
- Analytics - Predictive insights
- Settings - Agent configuration
- Lead-to-customer conversion rate
- Average deal cycle time
- Customer lifetime value
- Churn prediction accuracy
- Email response time
- Agent automation rate
- Revenue forecast accuracy
- End-to-end encryption
- Role-based access control
- API authentication (JWT)
- Audit logging
- Data privacy compliance (GDPR)
# Install dependencies
pip install -r requirements.txt
# Setup database
python setup_db.py
# Run migrations
alembic upgrade head
# Start backend
uvicorn main:app --reload
# Start agent workers
celery -A agents.worker worker --loglevel=info
# Start frontend
cd frontend && npm startAgents communicate via:
- Message Queue (RabbitMQ/Redis)
- Shared State (Redis)
- Event Bus (pub/sub)
- API Calls (RESTful)
- Horizontal scaling with Docker/Kubernetes
- Load balancing for API
- Database read replicas
- Async task distribution
- CDN for static assets
- SaaS Companies - Automate customer onboarding
- Sales Teams - Intelligent lead qualification
- Customer Success - Proactive churn prevention
- Account Executives - Smart deal tracking
- Marketing - Lead nurturing automation
- Voice AI for calls
- WhatsApp integration
- Advanced forecasting
- Multi-language support
- Mobile app (React Native)
- Custom agent builder (no-code)
Built with ❤️ for modern sales teams
License: MIT Status: 🚧 In Development Last Updated: 2025-10-09