Interactive demo · all data fictional
A local-first, AI-native personal CRM for relationship-driven business development. One SQLite file, three doors in — a web app, Claude Desktop via MCP, and built-in AI features that draft the busywork while you keep the judgment.
Best experienced starting at the Dashboard — every page has an ⓘ explainer of what it does and how it works.
Everything lives in one SQLite file on your own machine. No cloud, no accounts, no sync — the web app, the MCP server, and the AI features all read and write the same database, so nothing is ever stale.
Claude runs headless with explicit read-only tool grants — web search for intake research, Zoom/Meet/Gmail readers for logging, Calendar+Gmail+web for meeting prep, CRM data alone for weekly coaching. You watch every step in a live activity feed; it drafts, a human review screen approves. Nothing writes itself.
Not a sales pipeline with contacts bolted on: urgency buckets ask "whose move is it?", cadences keep warm relationships warm, and profiles capture relationship intelligence — origin, mutuals, strategy — in editable markdown.
The demo is the full app running on a fictional dataset — 16 people, 9 companies, 10 deals, and a month of activity. Click anything; changes are live and reset periodically. AI features are scripted simulations of the real flows.
One screen answering "whose move is it?" — overdue items, live deals, contacts due for a touch, recent activity.
A weekly coaching session on the whole book of business: an objective read, earned praise, where you're dropping the ball. Talk it through — commitments are recorded in the CRM and next week's session holds you to them.
Paste a LinkedIn profile or raw notes; Claude researches, writes the profile in house style, finds network connections, and proposes next steps — reviewed before saving.
Turn a meeting or email thread into log entries on the right contacts — Claude can fetch the Zoom transcript, Google Meet notes (via Drive), or Gmail thread itself, then closes stale to-dos.
A 3-minute meeting brief: where things stand, what changed since last touch (Gmail, calendar, web — source-attributed), objectives, talking points, watch-outs. Download it as a Word doc; log the meeting right after.
Every outstanding item in urgency buckets — overdue, this week, awaiting the other party, log gaps — checked off in one click.
Kanban of opportunities across consultant-shaped stages: Identified → In conversation → Scoping → Negotiating → Engaged.
Every contact scored against a per-person follow-up cadence; logging an interaction resets the clock.
Live force-directed relationship graph — people, companies, made and owed intros. Hover isolates a node's network.
Rich profiles: Relationship Intelligence, Business Context, Engagement Strategy — every section editable in place, with per-profile interaction logs.
The production app is Next.js (App Router) with React Server Components and server actions over better-sqlite3 — no client-side state libraries, no ORM, forms are plain HTML posting to server actions. The database is the single source of truth for three clients: this web UI, Claude Desktop (through a 16-tool MCP server), and Claude Code sessions in the repo.
The AI features spawn the locally installed Claude Code CLI in headless mode— same subscription as Claude Desktop, no API key — each with a minimal read-only tool grant, streaming every step into a live activity feed while it runs. Every AI output lands on a review screen before anything is saved; the coach's in-chat commitments are the one deliberate exception, recorded with a visible 📌 receipt.
This demo swaps SQLite for an in-memory fictional dataset and the CLI calls for scripted simulations, so it deploys anywhere Node runs — but the pages, components, and flows are the real ones.
┌─────────────┐ ┌────────────────┐ ┌──────────────┐
│ Web app │ │ Claude Desktop │ │ Claude Code │
│ (Next.js) │ │ (MCP server, │ │ (sessions │
│ │ │ 16 tools) │ │ in repo) │
└──────┬──────┘ └───────┬────────┘ └──────┬───────┘
│ │ │
▼ ▼ ▼
┌─────────────────────────┐
│ data/crm.db (SQLite) │
│ single source of truth │
└─────────────────────────┘
▲
│ headless claude -p, streamed (read-only grants)
┌──────┴────────────────────────────────────────────┐
│ ◎ Coach ✨ Intake ✎ Log 🗓 Prep │
│ CRM only web search Zoom/Meet/ Cal+Gmail │
│ Gmail │
└───────────────────────────────────────────────────┘