๐ BasaltCRM โ Your Business. Supercharged.
BasaltCRM is a premium, open-source CRM built from the ground up on Next.js 16, TypeScript, Prisma, and MongoDB. It's not just another pipeline tracker โ it's an AI-native revenue engine designed for teams that want an unfair advantage.
๐ Live Demo: crm.basalthq.com (free to enroll)
๐ Repo: github.com/BasaltHQ/crm-official
๐งฌ What Makes BasaltCRM Different
๐ค AI-First Architecture
- LeadGen Wizard โ Autonomous AI agents crawl the web to discover, qualify, and populate your pipeline automatically. No more empty desks.
- AI Insights Widget โ Neural health checks across revenue risk, data integrity, task velocity, contract status, and campaign performance โ all surfaced in real-time on your dashboard.
- AI Prompt Lab โ Built-in prompt engineering workspace inside the CRM's University module.
- Multi-Model Support โ OpenAI, Anthropic, Azure AI, Google, Mistral, and DeepSeek integrations out of the box.
๐ Voice AI & Telephony
- Integrated Dialer โ Web-based telephony powered by AWS Chime with SIP mixing, streaming transcription, and EventBridge orchestration.
- Voice AI Agent โ An AI-powered voice agent for lead generation that can autonomously make discovery calls.
- Azure AI Communication Gateway โ Enterprise-grade voice infrastructure.
๐ Revenue Operations
- Drag-and-Drop Dashboard โ 20+ widgets including Revenue Pacing, Outreach ROI, Lead Pools, AI Insights, Team Analytics, and a full Kanban board. All editable and rearrangeable.
- Full GTM Pipeline โ Campaigns โ LeadGen โ Accounts โ Lists โ Contacts โ Leads โ Opportunities โ Quotes โ Contracts โ Invoices โ Projects. Every entity linked, every signal tracked.
- Visual Workflow Builder โ Node-based workflow editor powered by React Flow + a Mermaid diagram editor for documentation-as-code.
- Approval Chains & Validation Rules โ Enterprise governance baked in from day one.
๐ Built-in University
- Certification Paths โ Guided learning tracks for onboarding new reps.
- RevOps Simulator โ Interactive training environment to practice the full sales cycle.
- Integration Blueprints โ Visual documentation for connecting BasaltCRM to external systems.
- GTM Flowcharts โ Mermaid-powered playbook diagrams covering the entire 10-step GTM lifecycle.
๐ณ Billing & Invoicing
- SURGE Integration โ AI-generated invoices with a branded payment portal.
- Mercury Bank Integration โ Direct bank-to-bank payment flows.
- Client Portals โ External-facing portals for customers to view invoices, contracts, and project status.
๐ง Multi-Channel Outreach
- AI Email Composer โ Context-aware email generation with React Email templates.
- Google & Microsoft OAuth โ Native Gmail and Outlook inbox integration.
- AWS SES & Resend โ Scalable email delivery infrastructure.
- SMS via AWS Pinpoint โ Outreach beyond email.
๐ก๏ธ Enterprise-Ready
- Multi-Tenant Teams โ Full team-based isolation with role-based access control.
- S3 / DigitalOcean Storage โ Flexible cloud storage backends.
- Cypress E2E Testing โ Production-grade test coverage.
- Jenkins CI/CD โ Built-in deployment pipeline.
๐ Tech Stack
| Layer | Stack |
|---|---|
| Framework | Next.js 16, React 19, TypeScript |
| Database | MongoDB Atlas + Prisma ORM |
| UI | Tailwind CSS, shadcn/ui, Tremor, Framer Motion |
| AI | Vercel AI SDK, OpenAI, Anthropic, Azure, Google, Mistral |
| Voice | AWS Chime SDK, Azure AI Communication |
| React Email, Resend, AWS SES | |
| Auth | NextAuth.js (multi-provider) |
| Storage | AWS S3, DigitalOcean Spaces, Azure Blob |
| Infra | Vercel, Jenkins, EventBridge |
๐ Current Version: v1.2.1e
We're shipping fast. Recent highlights:
- Multi-page Mermaid diagram rendering for workflow documentation
- Contextual "Learn About This Page" links across every CRM module
- Lead-centric opportunity creation and assignment
- AI Insights widget with confidence-scored neural checks
- Self-healing lead generation jobs that survive server restarts
๐ซถ MIT Licensed & Community-Driven
BasaltCRM is fully open source under the MIT license. We welcome contributors, feedback, and stars โญ
- ๐ basalthq.com
- ๐ฆ @BasaltHQ
- ๐ฌ Discord
- ๐พ GitHub
If you're building a CRM, stop. Fork this one. ๐
๐ Quick Start
git clone https://github.com/BasaltHQ/crm-official.git cd crm-official npm install cp .env.example .env && cp .env.local.example .env.local npx prisma generate && npx prisma db push && npx prisma db seed npm run dev