Important: External Service & AI Usage Costs

This platform uses AI-powered features (content generation, subject line suggestions, analytics insights) that connect to external AI providers. AI API usage costs are NOT included in the purchase price. You will need to provide your own API keys and manage associated costs separately. Typical costs vary based on usage volume. This product relies on third-party services that may require separate paid subscriptions depending on usage.

These services may include (but are not limited to):

AI providers (such as OpenAI, Google Gemini, Anthropic, or any compatible AI API)
Backend infrastructure services (such as Supabase or equivalent database, authentication, and storage providers)
Email delivery services (SMTP or transactional email providers)
SMS or messaging services (if enabled in your configuration)
Payment gateway providers such as Stripe (transaction fees may apply)
Hosting or server infrastructure (VPS, cloud hosting, or similar services)

All third-party services are billed directly by their respective providers and are not included in the item purchase.

The buyer is responsible for configuring and maintaining their own service accounts.

CRMCP — AI CRM & Sales Automation Platform with MCP Integration

CRMCP is a modern, full-stack Customer Relationship Management platform built with React 18, TypeScript, Tailwind CSS, and Supabase. It combines powerful contact management, deal pipeline tracking, multi-channel communications, workflow automation, and an autonomous AI sales agent into one beautifully designed web application — ready for production deployment.

Built by WRAPCODERS, CRMCP is designed to help sales teams, agencies, and SaaS businesses streamline their sales process, automate repetitive tasks, and close deals faster with AI-powered intelligence.

Live Demo

Demo URL: https://crmcp.wrapcoders.com

User: user@demo.com / User123!
Agent: agent@demo.com / Agent123!
Admin: admin@demo.com / Admin123!

Key Highlights

AI Sales Agent — Autonomous AI assistant that scores leads, generates personalized outreach, and recommends next actions 24/7
MCP Protocol Support — Industry-first Model Context Protocol server for AI tool interoperability and external agent integration
Multi-Model AI — Supports Gemini, GPT-5, Claude, and custom AI endpoints — no vendor lock-in
Setup Wizard — Guided 4-step production setup wizard for self-hosted installations
Role-Based Access Control — Three-tier RBAC system (Admin, Agent/Moderator, User) with granular feature gating
Demo/Test Mode — Environment-controlled demo mode with quick-login for showcasing and testing
Fully Responsive — Five-tier responsive design (1400/1024/768/390px) with adaptive sidebar
Dark Theme — Beautiful dark UI with semantic design tokens built on shadcn/ui

Contact Management

Full contact lifecycle tracking from New Lead → Engaged → Qualified → Proposal → Customer → Churned
AI Lead Scoring — Automatic scoring based on engagement data and behavioral signals
Advanced filtering by status, tags, source, AI score, and custom fields
Sortable, searchable table with pagination (10/25/50/100 per page)
Bulk Actions — Select multiple contacts to tag, change status, delete, or export
CSV Import — Import contacts from CSV with intelligent field mapping
Contact Detail Page — Full profile with timeline, notes, deals, file attachments, and communication history
File Attachments — Upload and manage documents per contact with secure storage
Contact source tracking (manual, import, webhook, referral, etc.)
Tags system for flexible categorization and segmentation

Sales Pipeline & Deals

Kanban Board — Visual drag-and-drop pipeline with 5 stages: Discovery → Proposal → Negotiation → Closed Won → Closed Lost
Deal cards showing value, probability, linked contact, and expected close date
Deal Detail Drawer — Full deal view with history, notes, and activity timeline
Win/Loss Analysis — Conversion rate charts and stage-by-stage analytics
Deal bulk actions for batch operations
Pipeline value and probability tracking
Linked contacts with automatic activity logging

Communication Hub

Multi-Channel Messaging — Email, SMS, and WhatsApp from a single interface
AI-Generated Drafts — Let AI compose personalized messages based on contact context
Email Sequences — Multi-step automated email campaigns with scheduling
Message status tracking: Draft → Queued → Sent → Delivered
Template insertion for consistent messaging
Scheduled sending with timezone awareness
Inbound/outbound message history per contact
Sequence enrollment tracking with step progression

Analytics Dashboard

Real-Time KPIs — Total Contacts, Active Deals, Won Revenue, Pipeline Value with trend indicators
Revenue by Stage — Stacked bar chart showing deal value distribution across pipeline stages
Activity Timeline — Area chart tracking team activity over time
Message Volume — Line chart showing communication trends by channel
AI Activity Metrics — Track AI-generated actions, scores, and drafts
Win/Loss Analysis — Conversion rates and stage funnel visualization
Date Range Comparison — Compare metrics across different time periods
Chart Export — Export any chart to PDF or PNG with one click

Automation Engine

Visual Automation Wizard — Create multi-step workflows without code
5 Trigger Types: Status Change, New Contact, Score Threshold, Scheduled, Deal Stage Change
Actions: Send Email, Update Status, Add Tag, AI Generate, Assign Score
JSON-Based Conditions — Flexible rule matching on any contact or deal field
Multi-step sequential action execution
Execution Logs — Detailed history with timing, affected contacts, and error tracking
Cron Scheduling — Server-side automation execution via edge functions
Priority-based rule ordering
Enable/disable individual rules without deletion

AI Features

AI Sales Assistant

Streaming Chat Interface — Real-time AI responses with markdown rendering
Conversation Memory — Persistent chat history across sessions
Context-aware suggestions based on CRM data
Multiple conversation threads with auto-titling

AI Agent Center

Autonomous Lead Scoring — AI analyzes engagement to rank leads automatically
Outreach Generation — Personalized email/message drafts based on contact profiles
Deal Health Analysis — AI recommends next-best actions for each deal
Multi-Step Workflows — AI decision-making within automation pipelines

Multi-Provider AI

Built-in AI — Works out of the box with no API key required (Lovable AI)
OpenAI — GPT-5, GPT-5-mini, GPT-5-nano support
Google — Gemini 2.5 Pro, Flash, Flash-Lite
Anthropic — Claude models with native API support
Custom Endpoints — Any OpenAI-compatible API

Webhook System

Inbound Webhook Processing — Accept events from any external service
Automatic Retry — Exponential backoff for failed webhook deliveries
Analytics Dashboard — Event volume, success rates, and source distribution charts
Event detail view with full payload inspection
Source filtering and date range queries
Status tracking: Received → Processing → Processed → Failed

MCP Protocol (Model Context Protocol)

MCP Server — Exposes CRM data as resources for AI tool interoperability
Resources: Contacts, Deals, Activities exposed as MCP-compliant resources
Tools: CRUD operations on all CRM entities via MCP tool calls
Request Tracing — Full audit trail of MCP requests with timing and error tracking
Resource Subscriptions — Real-time notifications for data changes
Compatible with any MCP-compliant AI client or agent framework
Comprehensive MCP documentation page built into the app

Security & Access Control

Row Level Security (RLS) — Every table protected with PostgreSQL RLS policies
Three-Tier RBAC:
- Admin — Full platform control including user management and system settings
- Moderator (Agent) — Operational features: automations, webhooks, AI agent, MCP, settings
- User — Core CRM: contacts, deals, pipeline, communications, analytics
Roles stored in a separate user_roles table — never on profiles (prevents privilege escalation)
SECURITY DEFINER role-check function to prevent RLS recursion
API keys stored in Supabase Vault — never in client bundle
Password strength meter with configurable requirements
No anonymous signups — email verification required

Setup Wizard

4-Step Guided Setup for first-time installation:
1. Environment Check — Validates database, auth, and storage connectivity
2. Super Admin — Creates the first admin account
3. App Identity — Configure app name and primary brand color
4. Completion — Summary and redirect to live dashboard
Automatic setup status detection — skips wizard if already completed
Progress stepper with visual completion tracking

Demo / Test Mode

Controlled via VITE_DEMO_MODE environment variable
When enabled: Quick-login buttons appear on the auth page with pre-filled test credentials
When disabled: Standard email/password login only — no test credentials visible
Ideal for live demos, presentations, and buyer showcasing

Responsive Design

Five-tier breakpoint system: 1400px / 1024px / 768px / 390px / 320px
Sidebar modes: Full expanded → Icon-only mini → Off-canvas mobile drawer
Touch-optimized mobile bottom navigation
Adaptive grid layouts and card stacking
All views functional on mobile devices

Tech Stack

Layer	Technology
Frontend	React 18, TypeScript 5, Vite 5
Styling	Tailwind CSS 3, shadcn/ui, Framer Motion
State	TanStack Query v5, React Context
Backend	Supabase (PostgreSQL, Auth, Storage, Edge Functions)
AI	Multi-provider: OpenAI, Google Gemini, Anthropic, Custom
Charts	Recharts with PDF/PNG export
Routing	React Router v6
Forms	React Hook Form + Zod validation
Testing	Vitest, Playwright

Changelog

v1.0.0 — Initial Release (April 2026)

Full CRM with contacts, deals, and pipeline management
AI Sales Agent with multi-model support (Gemini, GPT-5, Claude)
MCP Protocol server for AI tool interoperability
Multi-channel Communication Hub (Email, SMS, WhatsApp)
Automation Engine with visual wizard and cron scheduling
Analytics dashboard with KPIs, charts, and date-range comparison
Webhook system with retry logic and analytics
Three-tier RBAC (Admin, Moderator, User) with RLS
4-step Setup Wizard for guided deployment
Demo/Test mode via environment variable
Five-tier responsive design with mobile bottom nav
Dark theme with semantic design tokens
CSV import, bulk actions, and global search
Chart export to PDF/PNG
Contact file attachments with secure storage
Email sequences with enrollment tracking
Comprehensive documentation site

Support

Need help? Contact the WRAPCODERS team for dedicated support, customization, and feature requests.