CRM, also known as Comp AI CRM, is a self-hosted open-source CRM where background research agents maintain company, contact, and deal records for sales teams. Replying on a thread is enough to capture a new contact with company context attached, agents book their own dated follow-ups, and an evidence ledger writes strong observations while holding weak matches as suggestions. It is MIT licensed, runs as three services with Postgres, and positions HubSpot and Salesforce as the incumbents it alternatives.[1][2]
Quick verdict
Small sales teams that hate CRM data entry get the most from CRM: its background research agents enrich company, contact, and deal records, book dated follow-ups with reasons, and hold weak matches for human review instead of guessing. The decisive constraint is operational: it is a self-hosted, single-tenant MIT stack of three services plus Postgres and OAuth, so teams needing hosted onboarding or support should choose an established provider such as HubSpot or Salesforce.[1][2]
Key features
Agent-first record keeping Agent-first record keeping: the vendor positions the product as the place where the agent keeps notes, running on its own deployment, schedule, and queue to research, follow up, and update records.[1][2]
People-first capture People-first capture: replying on a thread is enough, and a new person on a thread becomes a contact with company logo, industry, and activity already attached.[1]
Evidence ledger with human checkpoints Evidence ledger with human checkpoints: strong evidence writes observations to the record while weak matches are held as suggestions for a person to settle, and nothing is guessed about a person.[1][2]
Self-booking follow-ups Self-booking follow-ups: the agent books its own follow-ups with stated reasons on each record instead of relying on rep-created tasks.[1]
Per-record Agent tab Per-record Agent tab: each company, contact, and deal record has an Agent tab showing the agent's steps, discarded leads, and in-place answers, backed by a shared bridge secret.[1]
Team agents in one sentence Team agents in one sentence: agents described in a single sentence can send Slack messages and open channels for the team.[1]
Read-only mail and calendar sync Read-only mail and calendar sync: Gmail, Calendar, and Outlook mail sync read-only from each rep's own sign-in, with a domain allow-list controlling who may sign in.[1]
Works without keys, extends with keys Works without keys, extends with keys: the agent works with no API keys from its own threads, meetings, and signature blocks; optional keys add Perplexity web research and company brand plus LinkedIn data.[1]
Who will love it
Small sales teams drowning in CRM hygiene: background research agents keep company, contact, and deal records current so reps stop doing manual data entry.[1][2]
Self-hosting teams comfortable with three services: the Bun plus Docker Compose path suits teams able to run a Next.js app, a NestJS API, an agent service, Postgres, and OAuth.[1]
Agent-curious operators wanting guardrails: the sandbox deny-all egress rule and the weak-match suggestion queue give a concrete, inspectable trust design to evaluate.[1]
Who should avoid it
Non-technical teams wanting hosted onboarding: setup needs a clone, env secrets, Postgres, and OAuth wiring, with no documented managed onboarding path.[1]
Teams needing multi-tenant or mobile access: the design is single-tenant with no organizations table, and no mobile apps or fixed data locations are documented.[1]
Buyers needing a pricing and support story: no public pricing, SLA, or managed hosting terms are documented on the inspected official pages.[1]
Alternatives and compatibility
HubSpot and Salesforce are the incumbents in the published catalogue relationship and the honest redirect for teams needing hosted onboarding, admin tooling, and support.[1]
CRM is the scoped alternative when the decisive requirement is agent-maintained records with inspectable evidence: self-host it and let background agents own enrichment and follow-ups.[1][2]
Migration is self-managed: records live in your own Postgres behind your own auth allow-list, so moving in or out means operating the documented self-host stack.[1]
Questions worth asking
What is the best CRM alternative for non-technical users?
Is CRM really no-code?
No. Running it means cloning the repo, configuring environment secrets, deploying Postgres, and connecting Google or Microsoft OAuth, so setup and every agent-key decision assume developer or ops skills.[1]
How much does CRM cost per month?
Can you self-host CRM?
Yes. Clone the repository, install Bun and Docker, copy the env template, bring up the Compose Postgres, deploy the schema, and run the three services; Google/Microsoft sign-in and optional agent keys are configured through environment variables.[1]
Sources and editorial review
Source research. Reviewed on October 9, 2026. Written by Sanjib Sah. AI assisted; reviewed by a human editor.
We have not run or tested this product.
- Comp AI CRM repository README (official)
official · Observed October 9, 2026
Official repository README: agent-first positioning, people-first capture, evidence rules, agent service with 18 tools and 4 skills, self-host steps, auth, single-tenant scope, MIT license.
- Comp AI CRM homepage (official)
official · Observed October 9, 2026
Official site: The CRM for agents positioning, company/contact/deal records, agent follow-ups, renewal briefs, team agents, and deployment note.