AI CRM addresses intelligent customer management and team collaboration challenges by integrating AI-powered conversational assistance and knowledge retrieval. It targets businesses seeking to enhance sales, support, and operational efficiency through an AI-driven platform, offering a more intuitive, data-informed, and collaborative CRM experience.

How It Works

The system uses a Java Spring Boot backend with Spring AI for LLM integration and a Vue.js frontend. Its core innovation is an AI conversational assistant that queries structured data and knowledge base documents via Retrieval-Augmented Generation (RAG). This enables natural language business inquiries and AI-driven task creation, all synchronized for seamless team collaboration.

Quick Start & Requirements

Deployment is recommended via Docker Compose (cd docker && docker-compose up -d). Local development requires JDK 21+, Node.js 18+, Maven 3.8+, PostgreSQL 17, and Redis 6+. Essential configuration includes database credentials, AI API keys (OpenAI-compatible), MinIO, and knowledge base details in backend/src/main/resources/application.yml. AI model setup in "System Settings" is mandatory post-installation. A live demo is available at https://aicrm.5kcrm.cn.

Highlighted Details

• AI Conversational Assistant: Enables natural language queries about business data and knowledge base content.
• Knowledge Base RAG: Enhances AI with company documents (manuals, contracts) for precise Q&A and summarization.
• AI Task Generation: Automatically creates actionable tasks from AI interactions or customer analysis.
• Team Collaboration: Features real-time synchronization of customer updates and tasks.
• Flexible AI Model Support: Integrates with any OpenAI-compatible API.

Maintenance & Community

The project is in a "rapid growth phase" with preview v0.1.0 recently open-sourced. Contributions are welcomed via GitHub Issues for bug reports and feature suggestions, with a forthcoming contribution guide. A community forum is available for discussions and support.

Licensing & Compatibility

Licensed under the permissive MIT License, allowing free use, modification, and distribution with copyright notice retention. Its fully self-hostable nature ensures data security and compatibility for commercial applications.

Limitations & Caveats

AI model configuration is a critical post-installation step for conversational features. As the project is in an early "rapid growth phase" (v0.1.0 preview), users should anticipate potential changes. Specific URLs for the contribution guide and community forum are referenced but not directly provided in the README.