giorgosn/openclaw-crm

OpenClaw CRM

The CRM your AI agent already knows how to use.
Open-source. Self-hosted. Connect your OpenClaw Bot in 2 minutes.

Live Demo · Docs · API Reference

Why OpenClaw CRM

Most CRMs are closed-source, expensive, and impossible for AI agents to work with natively. OpenClaw CRM is different: it ships with a full REST API, machine-readable docs, and first-class OpenClaw Bot integration. Your AI agent can search contacts, create deals, update records, and manage tasks without any glue code.

Self-host it on your own server. No vendor lock-in, no per-seat pricing, no data leaving your infrastructure.

OpenClaw Bot Integration

OpenClaw CRM plugs directly into your OpenClaw Bot. Generate a SKILL.md and config from Settings > OpenClaw, drop them into your bot's skills folder, and your agent can manage your CRM through natural language.

• 40+ REST API endpoints your bot can call
• Bearer token auth with oc_sk_ prefix API keys
• Machine-readable docs at /llms-api.txt and /openapi.json

Features

Core CRM

• People & Companies: contacts and organizations with 17 attribute types (text, number, currency, date, select, status, rating, email, phone, domain, location, personal name, record references, and more)
• Deals & Pipeline: drag-and-drop Kanban boards with customizable stages
• Table View: sortable, filterable data tables with inline editing
• Record Detail: full record pages with related records, activity timeline, notes, and tasks
• Lists: custom filtered collections with list-specific attributes
• Notes: rich text editor with auto-save, linked to any record
• Tasks: deadlines, assignees, record linking, completion tracking
• Search: full-text search across all records with Ctrl+K command palette
• CSV Import/Export: bulk import with column mapping and type coercion
• Filtering & Sorting: compound filters (AND/OR) with attribute-type-aware operators
• Custom Objects: create your own object types beyond People, Companies, and Deals
• Notifications: in-app notification system
• Dark & Light Mode: theme support throughout
• Responsive: mobile-friendly with collapsible sidebar

Built-in AI Chat Agent

Talk to your CRM data in plain English. Powered by OpenRouter with support for Claude, GPT-4o, Llama, Gemini, and more.

• 8 read tools (auto-execute): search records, list objects, get record details, list tasks, get notes, browse lists
• 5 write tools (require confirmation): create/update/delete records, create tasks, create notes
• Streaming responses with token-by-token output
• Multi-round tool calling (up to 10 rounds per message)
• Dynamic system prompt built from your workspace schema
• Configurable model selection per workspace

Tech Stack

Prerequisites

• Node.js 20+
• pnpm 9+
• PostgreSQL 16+ (or use Docker)

Quick Start

1. Clone and install

git clone https://github.com/giorgosn/openclaw-crm.git
cd openclaw-crm
pnpm install

2. Set up environment

cp .env.example apps/web/.env

Edit apps/web/.env with your database credentials and a random BETTER_AUTH_SECRET.

3. Start PostgreSQL

Using Docker (recommended):

docker compose up db -d

Or use an existing PostgreSQL instance and update DATABASE_URL in .env.

4. Push database schema

pnpm db:push

5. Seed default data

Seeds workspace, standard objects (People, Companies, Deals), and deal stages:

pnpm db:seed

6. Start development server

pnpm dev

Open http://localhost:3001 and create an account.

Docker Deployment

Development

docker compose up

This starts PostgreSQL and the Next.js dev server.

Production

# Set required env vars
export BETTER_AUTH_SECRET=$(openssl rand -base64 32)

# Build and run
docker compose -f docker-compose.prod.yml up --build -d

See .env.example for all configurable environment variables.

AI Chat Setup

1. Get an API key from OpenRouter
2. Go to Settings > AI in the app
3. Enter your OpenRouter API key and select a model
4. Navigate to /chat and start talking to your data

Project Structure

openclaw-crm/
├── apps/web/                  # Next.js application
│   ├── src/
│   │   ├── app/               # App Router pages & API routes
│   │   │   ├── (auth)/        # Login, Register
│   │   │   ├── (dashboard)/   # All authenticated pages
│   │   │   ├── chat/          # AI chat interface
│   │   │   ├── docs/          # Documentation page
│   │   │   └── api/v1/        # REST API endpoints
│   │   ├── components/        # React components
│   │   ├── db/                # Drizzle schema, migrations, seed
│   │   ├── lib/               # Auth, utils, query builder
│   │   └── services/          # Business logic layer
│   ├── public/                # Static assets, API docs
│   │   ├── llms.txt           # Product overview for LLMs
│   │   ├── llms-api.txt       # Concise API reference
│   │   ├── llms-full.txt      # Full product + API docs
│   │   └── openapi.json       # OpenAPI specification
│   └── e2e/                   # Playwright E2E tests
├── packages/shared/           # Shared types & constants
├── docker-compose.yml         # Dev Docker config
├── docker-compose.prod.yml    # Production Docker config
└── Dockerfile                 # Multi-stage production build

API

REST API at /api/v1/ with Bearer token authentication.

Full API documentation at /llms-api.txt and /openapi.json.

Database Schema

Uses a Typed EAV (Entity-Attribute-Value) pattern where record_values has typed columns (text_value, number_value, date_value, timestamp_value, boolean_value, json_value, referenced_record_id) enabling native SQL filtering and indexing on each type.

Running Tests

cd apps/web

# Run E2E tests
pnpm test:e2e

# Run E2E tests with UI
pnpm test:e2e:ui

Contributing

Contributions are welcome. See CONTRIBUTING.md for setup instructions and guidelines.

License

MIT