GeezerVison

An open-source, self-hosted CRM platform built with modern web technologies. Manage customer relationships, sales pipelines, projects, invoices, and documents with AI-powered insights.

Demo · Tech Stack · Features · Quick Start · Documentation · Contributing · License · Discord

Try it at demo.nextcrm.io

• Login with Google or create an account
• Full access to all modules (accounts, contacts, leads, opportunities, contracts, projects, invoices, documents)
• Demo data included for quick exploration

• Account Management - Organize and track companies/organizations
• Contact Management - Manage individual contacts linked to accounts
• Lead Management - Qualify and track sales leads
• Opportunity Pipeline - Manage sales opportunities with customizable stages
• Contract Management - Track contracts with automatic renewal reminders
• Task Management - Create, assign, and track tasks across all modules

• Kanban Boards - Visual task management with drag-and-drop
• Project Dashboards - Monitor progress and metrics
• Notifications - Real-time alerts for task changes
• Team Collaboration - Comments, watchers, task assignment

• Invoice Management - Create and track invoices with AI-powered data extraction
• Document Management - Organize documents and link to any entity
• Email Integration - IMAP client and automated email templates
• Full-Text Search - Global search across all entities
• Reports & Analytics - Charts and dashboards with Tremor
• Knowledge Base - Notion integration for team documentation
• AI Insights - OpenAI-powered summaries and automated notifications
• Multi-Language - English, German, Czech, Ukrainian
• Dark Mode - Complete dark theme support
• Responsive Design - Works on desktop, tablet, and mobile
• Role-Based Access - Admin and account admin roles

• Next.js – React framework for building performant apps with the best developer experience
• Auth.js – Handle user authentication with ease with providers like Google, Twitter, GitHub, etc.
• Prisma – Typescript-first ORM for Node.js
• React Email – Versatile email framework for efficient and flexible email development

• Vercel – Easily preview & deploy changes with git
• Mongo DB Atlas – A database platform for seamless, scalable data management
• Resend – A powerful email framework for streamlined email development together with react.email

• SWR – React Hooks library for remote data fetching
• Axios – Promise based HTTP client for the browser and node.js
• Server Actions - for server side data fetching
• Tanstack/react-query - for server/client side data fetching

• Tailwind CSS – Utility-first CSS framework for rapid UI development
• Shadcn/ui – Re-usable components built using Radix UI and Tailwind CSS
• Tremor – A platform for creating charts
• react.email - together with resend.com

• OpenAI API - for automated email notifications generated by AI
• Rossum - for invoice data parsing with AI

• Node.js 18+ (recommend 20+)
• pnpm (or npm/yarn)
• MongoDB Atlas account
• Git

1. Clone the repository

   git clone https://github.com/DrivenIdeaLab/nextcrm-app.git
   cd nextcrm-app

2. Install dependencies

   pnpm install

3. Set up environment variables

   cp .env.example .env.local
   # Edit .env.local with your configuration

4. Initialize database

   pnpm run build

   This command will:

   • Generate Prisma client
   • Push schema to MongoDB
   • Seed initial data

5. Start development server

   pnpm run dev

The application will be available at http://localhost:3000

pnpm run dev     # Start development server
pnpm run build   # Build for production
pnpm run start   # Start production server
pnpm run lint    # Run ESLint

See .env.example for required environment variables:

Essential:

• DATABASE_URL - MongoDB connection string
• NEXTAUTH_URL - Application URL
• NEXTAUTH_SECRET - Session secret

Optional Services:

• OPENAI_API_KEY - For AI features
• RESEND_API_KEY - For email delivery
• NOTION_API_KEY - For knowledge base
• OAuth provider credentials (Google, GitHub, Twitter)
• File storage (UploadThing or S3)

See CONTRIBUTING.md for detailed environment configuration.

nextcrm-app/
├── app/                    # Next.js App Router
│   ├── [locale]/          # Localized routes (en, de, cz, uk)
│   │   ├── (auth)/        # Authentication pages
│   │   └── (routes)/      # Main application routes
│   │       ├── crm/       # CRM module
│   │       ├── projects/  # Project management
│   │       ├── invoice/   # Invoice management
│   │       ├── documents/ # Document management
│   │       └── [others]/  # Additional modules
│   └── api/               # API routes
├── actions/               # Server Actions (data mutations)
├── components/            # React components
├── lib/                   # Utility libraries
├── prisma/                # Database schema & migrations
├── hooks/                 # Custom React hooks
├── store/                 # State management
├── emails/                # Email templates
├── types/                 # TypeScript definitions
└── locales/               # i18n translations

See ARCHITECTURE.md for detailed architecture documentation.

• README.md - This file (project overview)
• ARCHITECTURE.md - Technical architecture and design
• CONTRIBUTING.md - Development guidelines
• .env.example - Environment variables

• YouTube Channel
• Invoice Module Demo

For self-hosted deployments, you can use Docker:

# Build image
docker build -t nextcrm .

# Run container
docker run -e DATABASE_URL="..." -p 3000:3000 nextcrm

See Docker Hub for more details.

Vercel (Recommended):

• Easy setup with git integration
• Automatic deployments
• Built-in analytics and monitoring

Self-Hosted:

• Full control over infrastructure
• Docker containerization support
• Support for custom domains and SSL

See ARCHITECTURE.md for detailed deployment instructions.

We welcome contributions from the community! Every contribution helps make NextCRM better.

1. Report Issues - Open an issue for bugs or feature requests
2. Submit PRs - See CONTRIBUTING.md for development guidelines
3. Join Discussions - Share ideas in GitHub Discussions

Made with contrib.rocks.

• Website: https://nextcrm.io
• Demo: https://demo.nextcrm.io
• GitHub: https://github.com/DrivenIdeaLab/nextcrm-app
• Twitter: https://twitter.com/nextcrmapp
• Discord: https://discord.gg/dHyxhTEzUb
• YouTube: https://www.youtube.com/@NextCRM_IO

Licensed under the MIT License - see LICENSE file for details.

Made with ❤️ by the NextCRM community