CRMCP — AI CRM & Sales Automation Platform with MCP Integration JS Script

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.