Build Your Own Local AI CRM — Starting Kit

What this is

I built this hyper-personalised, fully-local CRM for my own outreach as a solopreneur — and I'm sharing it so you don't have to start from scratch.

It runs locally on Node.js, stores everything in plain Markdown files, and is designed to be operated with Claude Code. No database. No subscriptions. No lock-in.

What's inside

• A working CRM with contact profiles, campaigns, cohorts, and interaction logging

• A CLAUDE.md memory file so Claude can pick up the project intelligently on any machine

• Two slash commands: /review-cohort for end-of-campaign analysis, and /crm-bulk-update for safe batch editing

• A README with setup instructions

Not sure how it works?

You can watch me walk through the CRM here in this video, where I also talked about:

• My 4-step process to plan what to build for this CRM

• How you can use this process to uncover what you really need

• Vibe-code with AI without wasting money and time

Please first download Node.js

This CRM requires Node.js to run. You can download Node.js from https://nodejs.org/en/download.

Once you've installed it, go to CRM\app\ and click on "start.bat" to launch the CRM. 

A note on use

This CRM is shared freely for personal use and adaptation. You're welcome to modify it for your own workflow, build on top of it, and share what you've made. Please don't repackage or resell it as your own product.

This is a personal project shared as-is. I can't guarantee it'll work perfectly in every setup, and I'm not liable for any data loss or issues that arise from using it. Back up your data before making any significant changes — that's just good practice regardless.