README

A simple built-in CRM: contacts, accounts and activity history — for when you don't already run HubSpot, Salesforce or Pipedrive.

Part of PatxiAI, an open-source personal AI assistant built on the Laravel AI SDK. This package isn't used standalone — it's installed as an optional Application from the PatxiAI dashboard (or composer require patxiai/app-crm) into an app already running patxiai/patxi-core.

What it does

Unlike an integration, this isn't a wrapper around an external service — it ships its own tables and is the data of record. CrmLead exposes tools to:

• Search and create contacts and accounts (crm_search_contacts, crm_create_contact, crm_update_contact, crm_search_accounts, crm_create_account).
• Log interaction history against a contact or account (crm_log_activity).
• Tag a contact as a relationship of one or more of the user's own businesses at once — e.g. a client of PROmium who later also signs up for PROlinks (crm_link_contact_to_business).

Interaction is chat-first: there's no admin panel for creating records by hand — you tell Patxi to add a contact or log a call, and the agent writes the row.

Consumed by

The Business department's Account Manager specialist (patxiai/agent-business) claims this application directly. Other Business applications (Sales, Support) hold real foreign keys into this package's crm_contacts/crm_accounts tables, so installing them requires this package too.

Requirements

Requires patxiai/patxi-core and patxiai/patxi-profile — see the main PatxiAI repo for installation.