Internal tool

CRM

A sales CRM workspace: Companies, Contacts, Deals, and Tasks across interactive grids, a kanban pipeline, a task calendar, and a contact gallery, with an AI records assistant.

Use this template Open the demo Deploy on Scalingo View source

Demo sign-in

demo@sovrium.com

Password

Sovrium-Demo-d8462d!

Resets every night. Visitor changes are wiped, so feel free to explore.

This app is one of the hosted Sovrium demos.

The configuration

This is the whole app. Copy it, change it, make it yours.

app.yaml

name: crm-workspace
version: 2.0.0
description: >-
  An Airtable/Baserow-style database workspace — manage Companies, Contacts,
  Deals, and Tasks through interactive grids, a kanban pipeline, a task calendar,
  and a contact gallery. Built on Sovrium's default theming.

auth:
  $ref: ./config/auth.yaml

theme:
  $ref: ./config/theme.yaml

tables:
  - $ref: ./config/tables/companies.yaml
  - $ref: ./config/tables/contacts.yaml
  - $ref: ./config/tables/deals.yaml
  - $ref: ./config/tables/tasks.yaml

# AI agent that can create, edit, and review records (surfaced on /assistant).
# Requires an AI provider at runtime (AI_PROVIDER, e.g. ollama for the eco
# default); config validation does not need it.
agents:
  - $ref: ./config/agents/records-assistant.yaml

# Automations run server-side with full history in your own database.
automations:
  - $ref: ./config/automations/deal-won-notification.yaml

pages:
  - $ref: ./config/pages/sign-in.yaml
  - $ref: ./config/pages/companies.yaml
  - $ref: ./config/pages/contacts.yaml
  - $ref: ./config/pages/deals.yaml
  - $ref: ./config/pages/tasks.yaml
  - $ref: ./config/pages/assistant.yaml

Run it

Install Sovrium, then start the app from its config.

>_ terminal

curl -fsSL https://sovrium.com/install | sh
sovrium init my-crm --template crm

Build your own

Start from a template or an empty file. One config, and Sovrium runs the whole app.

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