Tiny CRM

Your whole business. Organized.

A simple AI-powered CRM for contacts, deals, projects, tasks, and everything that happens between them.

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What this is

Tiny CRM is built for one person running several businesses at once — not for a sales department with an admin. It is organised around four questions that every screen tries to answer:

What is happening? · Who is involved? · What needs my attention? · What should I do next?

Where HubSpot offers a settings page, Tiny CRM picks a sensible default.

Run it

npm install
npm run db:migrate     # creates the local SQLite database
npm run db:seed        # loads a realistic demo workspace
npm run dev

Open http://localhost:3000 and sign in:

Account	Password	Plan
[email protected]	tinycrm	Lifetime — the full demo dataset
[email protected]	tinycrm	Free — for exercising plan limits

The login screen also has an Open the demo workspace shortcut.

What is in the demo

Four workspaces (Artifact Intelligence, Artifact Digital, DropQ, Personal Business Development) holding 16 companies, 30 contacts, 13 projects, 22 deals, 6 RFP opportunities, 34 tasks, 10 notes and a populated activity, email and calendar history.

It is written as a narrative rather than random noise: a provost who has gone quiet on a budget decision, a pilot blocked on a security review, an RFP with a questions deadline today. That is what makes the dashboard and Tiny AI worth looking at on first run.

Keyboard

Shortcut	Action
⌘K	Command bar — search everything, or ask Tiny AI
⌘N	Quick add
⌘/	Tiny AI panel

Tiny AI

Tiny AI has two modes, and the UI always says which one answered.

Without an API key it runs a built-in reasoning engine. This is not a stub: relationship strength, deal momentum, win probability, project health, go/no-go recommendations, duplicate detection and every hygiene check are computed by the application from your data (src/lib/scoring.ts, src/lib/ai/recommendations.ts). They are exact, instant, free, and every score explains itself — click any badge to see the factors that produced it.

With an API key the same computed facts are handed to a model, which writes them up in prose and can answer open-ended questions.

# .env
ANTHROPIC_API_KEY="sk-ant-..."     # or OPENAI_API_KEY
ANTHROPIC_MODEL="claude-opus-5"

Two rules hold in both modes:

• Tiny AI never writes to the CRM on its own. Extracted records are proposed as a checklist and applied only when you approve them.
• It cannot widen its own scope. Context is assembled server-side, filtered to workspaces you already have access to, and capped before it is sent.

Scripts

Command	What it does
npm run dev	Development server
npm run build	Production build
npm run typecheck	TypeScript, no emit
npm run lint	ESLint
npm run db:migrate	Apply migrations
npm run db:seed	Reload the demo dataset
npm run db:reset	Drop, migrate, reseed
npm run db:studio	Prisma Studio
npm run db:loadtest	Build a 25k-record workspace and time every screen's queries
npm run db:loadtest:clean	Remove it
npm run db:use-postgres	Switch the datasource to PostgreSQL

Moving to PostgreSQL

The schema is written to run unchanged on both. It avoids every provider-specific feature: no native enums (String columns validated in src/lib/enums.ts), no scalar lists (real join tables), no JSON columns (JSON-in-String with typed helpers), and money as integer minor units rather than Decimal.

npm run db:use-postgres          # flips the one provider line
# set DATABASE_URL="postgresql://..."
npx prisma migrate dev --name init-postgres
npm run db:seed

src/lib/db.ts selects the Prisma driver adapter from the shape of DATABASE_URL, so no application code changes.

Verifying it

npm run build && npm run typecheck && npm run lint
node e2e-verify.mjs               # 15 end-to-end browser checks (needs npm run dev)
npm run db:loadtest               # query timings at 25,000 contacts

e2e-verify.mjs drives a real browser through sign-in, the command bar, creating and completing a task, dragging a deal between pipeline stages, the Tiny AI panel, workspace switching, logging an activity, the analytics charts, AI capture, dark mode, mobile layout and the marketing page.

Documentation

• docs/ARCHITECTURE.md — how it is built, what it is measured at, and what would have to change to go further.

Stack

Next.js 16 (App Router, React 19) · TypeScript · Tailwind CSS v4 · Radix primitives · Prisma 7 · SQLite / PostgreSQL · NextAuth v5 · Recharts · dnd-kit · Anthropic / OpenAI behind a provider abstraction.