Overview:
Atomic CRM is a full-featured, open-source customer relationship management application built with React, shadcn-admin-kit, and Supabase. It provides a centralized platform for managing contacts, tasks, sales pipelines, and communications. Designed for teams and individuals who need a customizable CRM, it offers a Kanban board for deal tracking, email capture via CC, and activity logging. The project is available for online testing and emphasizes a high degree of customization, from adding custom fields to replacing any UI component.
Core Features:
Contact Organization: Keeps all contacts in a single, accessible location.
Deal Management & Kanban Board: Visualizes and tracks the sales pipeline using a Kanban board.
Email Capture via CC: Automatically saves communications as notes by CCing a dedicated CRM address.
Import & Export Data: Facilitates easy transfer of contacts into and out of the system.
Access Control via SSO: Supports login with Google, Azure, Keycloak, and Auth0.
Customization: Allows adding custom fields, changing the theme, and replacing any component.
Use Cases:
Sales pipeline tracking: Sales teams can manage and visualize deals through a Kanban board to monitor progress.
Centralizing client communications: Users can capture emails and store them as notes by CCing the CRM, creating a unified communication log.
Managing personal task lists: Individuals can create tasks and set reminders to follow up on leads or manage deadlines.
Data portability: Users who need to migrate their contact data to or from another system can use the built-in import/export features.
Why It Matters:
As an open-source CRM built on a modern stack, Atomic CRM offers a high degree of customization. Users can replace any UI component, add custom fields, and change the theme to fit their specific workflow. It also includes a well-documented API for integration with other tools. Its comprehensive feature set—including deal tracking, email capture, and SSO—makes it a practical starting point for teams who need a tailored CRM solution without relying on a proprietary platform.
