Summary

Cordys CRM is a new-generation, open-source AI CRM system designed as a robust alternative to commercial solutions like Salesforce. It targets businesses seeking to integrate sales automation, data intelligence, and AI-driven insights into their customer relationship management processes. The system offers a modern, user-friendly interface combined with the critical benefits of private deployment for data security and control, aiming to empower businesses with efficient and intelligent customer engagement.

How It Works

The core architecture integrates advanced AI capabilities through MaxKB for developing intelligent sales agents and SQLBot for natural language data querying. Business intelligence is powered by DataEase, enabling sophisticated data analysis and visualization. This is complemented by a highly flexible and modern front-end built with Vue.js and Naive-UI, allowing for easy configuration of forms, workflows, and permissions to tailor sales processes. The emphasis on private deployment ensures enterprises maintain complete sovereignty over their sensitive customer data and business logic.

Quick Start & Requirements

Deployment requires a Linux server equipped with Docker. The recommended installation command is:

docker run -d \
  --name cordys-crm \
  --restart unless-stopped \
  -p 8081:8081 \
  -p 8082:8082 \
  -v ~/cordys:/opt/cordys \
  1panel/cordys-crm

Users can access the CRM via http://<Your Server IP>:8081/ with default credentials admin/CordysCRM. Installation via the 1Panel App Store and offline packages are also supported. Official online documentation is referenced for further guidance.

Highlighted Details

• AI & BI Synergy: Deep integration with MaxKB (AI agents) and SQLBot (smart querying), alongside DataEase (BI), provides powerful data-driven sales capabilities.
• Flexible Automation: Modern UI with configurable forms, workflows, and permissions facilitates rapid sales process customization and automation.
• Data Security & Control: Private, on-premises deployment ensures full data sovereignty and compliance with enterprise security policies.
• Tech Stack: Built on Spring Boot (backend), Vue.js/Naive-UI (frontend), MySQL, and Redis, leveraging Docker for infrastructure.

Maintenance & Community

Developed by Fit2Cloud, the project is currently in public beta. Feedback and community interaction during this phase are encouraged via a provided WeChat group. Specific details on ongoing maintenance, contribution guidelines, or dedicated community platforms (e.g., Discord, Slack) are not elaborated in the README.

Licensing & Compatibility

Cordys CRM is distributed under the FIT2CLOUD Open Source License, which is fundamentally based on GPLv3 but includes specific restrictions. Notably, modifications or derivative works must retain the original logo and copyright information. Adherence to GPLv3's copyleft obligations is mandatory for secondary developments. Commercial use or licensing requires direct contact with Fit2Cloud at support@fit2cloud.com.

Limitations & Caveats

The project is actively in public beta, with the official open-source release and full codebase availability scheduled for late 2025. The FIT2CLOUD Open Source License imposes specific branding restrictions that deviate from a standard GPLv3 license, requiring careful review for commercial integration or derivative works.