Explore Cordys CRM: An Open-Source AI‑Powered Customer Management Platform

Cordys CRM Overview

As backend developers, we are familiar with CRM systems; today we introduce a brand‑new AI‑enabled CRM that combines modern UI with powerful features.

Cordys CRM Introduction

Cordys CRM integrates informatization, digitization, and intelligence into a single customer relationship management solution, produced by Feizhi Cloud.

Key characteristics:

Flexible and easy to use: modern UI with configurable form properties.

Secure and controllable: supports private Docker deployment, giving enterprises full data control.

BI empowered: leverages DataEase for embedded analytics and SQLBot for intelligent query.

AI empowered: utilizes MaxKB to create various sales intelligent agents.

System Architecture

Overall Architecture

The overall architecture shows a complete set of functions, with DataEase and SQLBot providing strong data analysis capabilities and MaxKB delivering powerful intelligent‑agent development.

Technology Stack

Cordys CRM uses a mainstream technology stack, making it an excellent open‑source project for users and learners.

Backend: Spring Boot

Frontend: Vue.js, Naive‑UI, Vant‑UI

Middleware: MySQL, Redis

AI Agent: MaxKB

Data Visualization: DataEase

Infrastructure: Docker

Installation

Installing Cordys CRM with Docker is very convenient; this guide uses that method.

Pull the Docker image: docker pull 1panel/cordys-crm Run the container:

docker run -d \
--name cordys-crm \
-p 8081:8081 \
-p 8082:8082 \
-v /mydata/cordys:/opt/cordys \
1panel/cordys-crm

After the container starts, access the web UI with the default credentials admin:CordysCRM at http://192.168.3.101:8081.

Usage

Below we showcase Cordys CRM’s features.

Home Page

The Home page provides an overview of system data and quick entry links.

Organization Structure

The Organization Structure feature allows management of the company hierarchy and employee information.

Role Permissions

The Role Permissions module lets you manage role rights, associated members, and both functional and data permissions.

Module Configuration

In Module Configuration you can manage the visibility of modules in the menu.

Forms for leads, customers, opportunities, and products can be customized.

The Lead Form supports drag‑and‑drop addition of form attributes, allowing free configuration.

Message Settings

In Message Settings you can configure notifications and announcements.

Intelligent Query

In Enterprise Settings you can enable the SQLBot‑based intelligent query feature; install SQLBot following its manual at https://dataease.cn/sqlbot/v1/.

After installation, configure the SQLBot embed script in Cordys CRM.

Click the SQLBot icon at the bottom right to use the intelligent query function.

Intelligent query allows natural‑language dialogue with a large model to automatically generate charts and analysis results.

Reference

The functionality of Cordys CRM goes beyond what is described here; see the official documentation for more details.

https://cordys.cn/docs/

Project Repository

https://github.com/1Panel-dev/CordysCRM