NextCRM is a full-stack CRM application built with Next.js 15, TypeScript, and MongoDB, targeting small to medium businesses seeking an integrated solution for customer management, sales, and project tracking. It offers a modern UI with Shadcn/ui and Tailwind CSS, leveraging AI for automated tasks and invoice parsing.

How It Works

The application utilizes a modern React stack, with Next.js for server-side rendering and client-side navigation. Authentication is handled by Auth.js, and data fetching is managed by SWR and Tanstack/react-query. Prisma serves as the ORM for MongoDB, ensuring type-safe database interactions. Document storage is managed via Uploadthings, and email functionalities are powered by Resend and React Email, with OpenAI API integration for AI-driven features.

Quick Start & Requirements

• Install: Clone the repository, run pnpm install, copy .env.example and .env.local.example to .env and .env.local respectively, initialize Prisma with pnpm prisma generate and pnpm prisma db push, seed data with pnpm prisma db seed, and run with pnpm run dev.
• Prerequisites: MongoDB Atlas URI, Uploadthings API key, Rossum API key, OpenAI API key, SMTP/IMAP credentials.
• Docker: Available via docker build -t nextcrm . and docker run -p 3000:3000 nextcrm.
• Demo: demo.nextcrm.io

Highlighted Details

• AI-powered project management assistant and automated task summaries (OpenAI).
• Invoice data parsing via Rossum.
• Integrated email campaigns and client management planned.
• UI components built with Shadcn/ui and Tailwind CSS.

Maintenance & Community

The project is actively developed, with a roadmap indicating planned features like enhanced AI capabilities, email campaign management, and testing frameworks (Jest, Cypress). Contributions are welcomed via issues and pull requests.

Licensing & Compatibility

Licensed under the MIT license, permitting commercial use and integration with closed-source projects.

Limitations & Caveats

The project is under active development, with several features listed as "in planning" or "in progress," including i18n localization and comprehensive testing. Some environment variables are required for core functionalities like AI and file storage.