TEKGUYZ CRM

A multi-tenant sales CRM: every lead, one pipeline. Live demo · your own workspace, sample data

Status

Row
Phase	In production. Post-launch feature work.
Shipped	Leads and pipeline, tasks, contacts, reports, team roles, command palette. Muse Lead Pack import: email optional, WhatsApp, duplicates matched on any channel (#37). Demo: each Guest gets their own writable Demo Org (#31). Landing Page at / (#32). Old read-only demo retired and its role dropped, showcase screenshots in showcase/ (#33).
Next	See docs/INITIATIVES.md.
Updated	2026-10-01

Screenshots

What it does

• Tracks each lead from first enquiry to won, lost or abandoned.
• Takes leads from the tekguyz.com form over a signed webhook.
• Imports the weekly Lead Pack CSV. Email is optional; a lead needs one way to reach it. A row that matches a lead on any channel is skipped.
• Flags leads that go cold, and keeps tasks and follow-ups.
• Reports by period, with CSV export.
• Has team roles (owner, admin, member) and per-lead owners.
• Searches everything with a command palette.
• Offers a public demo: one press gives each visitor their own writable copy with sample data.

What it never does

• It never hard-deletes a lead. Removal means archived.
• It never lets automation hide a lead. A classifier routes a lead only.
• It never estimates revenue. A human sets the outcome.
• It never opens signup. Accounts are invite-only.
• Tenant isolation is Postgres RLS, not app code.

Stack

Layer	Choice
App	Next.js 15 (App Router), React 19, TypeScript
Styling	Tailwind 4, Radix primitives
Database and auth	Supabase (Postgres, RLS, Vault)
Rate limits	Upstash Redis
Email and AI	Resend, Gemini
Hosting	Vercel. main deploys on push.

Run it locally

You need Node 20 or newer and a Supabase project.

npm ci
npm run dev

Copy your values into .env.local. The app stops at boot if one is missing.

Variable	Where it comes from
NEXT_PUBLIC_SUPABASE_URL, NEXT_PUBLIC_SUPABASE_PUBLISHABLE_KEY, SUPABASE_SECRET_KEY	Supabase project settings
PLATFORM_GEMINI_API_KEY	Google AI Studio
PLATFORM_RESEND_API_KEY	Resend
CRON_SECRET	Any long random string
NEXT_PUBLIC_APP_URL	http://localhost:3000 locally
UPSTASH_REDIS_REST_URL, UPSTASH_REDIS_REST_TOKEN	Upstash. The demo's hourly caps need it; without it "Try the demo" says busy.

Never commit .env files. Secrets live in .env.local and in Vercel. In development, GET /api/dev-login signs in a test account.

Database changes go out with npm run db:push. It connects with SUPABASE_DB_URL from .env, so it needs no Supabase token. Any other database command: npm run supabase -- <command> --linked.

Tests

npm run test:unit
npm run test:integration

Never npm test. It stops on purpose. test:integration needs .env, changes a real database, and runs one file at a time. CI runs typecheck, test:unit and build on every PR.

Docs

• PRODUCT.md — users, purpose, principles
• DESIGN.md — design system
• CLAUDE.md — permanent build rules
• docs/SCHEMA_REFERENCE.md — live schema
• docs/SECURITY_MODEL.md — the seven security rules
• docs/INITIATIVES.md — feature status
• docs/ROADMAP.md and docs/KNOWN_GAPS.md — what is next and what is deferred

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