Personal CRM with AI-assisted workflows
Built by Nicholas Falshaw · AI-augmented personal CRM · Self-hosted, not publicly accessible
Salesforce is overkill for a solo consultant. Notion loses structure as the pipeline grows. HubSpot's free tier is a marketing trap. None of them link events attended to prospects met to deals closed in a single graph, and none have AI that actually drafts outbound in the owner's voice.
A full-stack personal CRM with AI-assisted lead enrichment, automatic email drafting, event-linked prospecting, role-based access control, and pipeline analytics. Runs entirely on self-hosted infrastructure — no third-party CRM dependency.
Frontend
Next.js App Router, Server Components, Tailwind 4, TypeScript
Database
PostgreSQL 16 with 58+ tables covering prospects, companies, events, deals, changes, firewalls, API keys, RBAC, audit log
ORM
Prisma 7 with PrismaPg adapter
Auth
NextAuth v5 with role-based guards, API key issuance, separation-of-duties enforcement
Queue
Redis 7 with per-queue workers for enrichment and email drafting
AI workers
Ollama for local inference, Claude API for high-quality drafting; prompt templates versioned alongside code
Outbound
SMTP via dedicated transactional provider, with threading, bounce tracking, reply detection
Infra
Docker Compose, Caddy reverse proxy, isolated network, non-root containers, read-only filesystem, CSP-hardened
One operator running full pipeline management — prospecting, enrichment, outreach, contract tracking, invoicing — on a single self-hosted stack. Query latency under 100 ms for pipeline views across thousands of records. Database schema has been stable across eighteen months of iteration.