Hand over a folder.
Download the starter and give your agent access. It checks the environment and asks only for the personal setup that's missing.
START_HERE.md v0.2.0 · DEVELOPMENT PREVIEW
Your pipeline.
Your pipeline.
An agent
on your side.
Keep customer relationships moving, without living inside another dashboard. A portable, local-first AI CRM that starts with a folder and works with your agent.
Your files. Your accounts. Your approval.
No bundled credentials. No CRM subscription sold here.
D Relationship workspaceILLUSTRATIVE DEMO
PIPELINE / NEXT ACTIONSNothing important
Nothing important
falls through.
Qualified 1
DESIGN PARTNERSHIP
Aurora Studio
Discovery, ready to plan
€12,000 AEProposal 1
CUSTOMER FOLLOW-UP
A next step, missing.
Bring this conversation back.
Needs attentionYOUR AGENT, AT WORK
“I found a deal without a next step.
Let's prepare the follow-up.”
Local-first by designObserved → proposed → approved
DESIGNED FOR YOUR WAY OF WORKING
ChatGPT WorkClaude CoworkCodex+ compatible agents
Requires file access, a compatible runtime and verified tools. Host setup is personal.01 / START WITH WHAT YOU OWNOne folder.
One folder.
A more thoughtful CRM.
The context is yours. The relationships are yours. Delera-AgentCRM gives your agent a working local core and a clear operating playbook, so every next step has a place to live.
Connect on your terms.
Reuse tools already verified in your session. Complete missing authorizations one at a time, with your own accounts.
Verify → consent → continueGive every deal a next step.
Keep contacts, opportunities, tasks and activities together. Audit the pipeline, prepare follow-ups and approve consequential actions.
Observe → plan → reviewLOCAL CONTEXT. PERSONAL CONNECTIONS.
A clear place for everything.
02 / FROM FIRST HELLO TO FOLLOW-THROUGHTwelve workflows.
Twelve workflows.
One relationship story.
Documented procedures for the moments that matter. The preview combines local tools and planning with agent-assisted execution—not twelve always-on automations.
Turn conversations
into context.
- 01Email → lead or contact
- 02Email → existing opportunity
- 03Incoming email → follow-up task
Make the meeting
mean something.
- 04Calendar meeting → CRM activity
- 05Meeting notes → next actions
- 06Opportunity → proposal document
Prepare carefully.
Connect deliberately.
- 07Proposal → approved email
- 08CRM tasks ↔ Google Tasks
- 09Google Contacts ↔ deduplication
Keep the pipeline
honest.
- 10Pipeline → report and forecast
- 11Stalled opportunities → reminders
- 12Won or lost → reconciliation
03 / SUPPORT, WITH BOUNDARIESProactive doesn't
Proactive doesn't
mean permissionless.
An agent should reduce the work on your plate while keeping your customer relationships under your control.
Read the privacy boundariesLocal core, personal accounts.
SQLite holds the CRM records in your workspace. The starter ships without credentials or customer data.
A draft is not a sent message.
Customer-facing sends, sharing and consequential changes need explicit approval. Uncertain outcomes are reconciled before retrying.
Evidence before confidence.
Keep sources, versions and receipts. A listed connector isn't proof of access. A workflow definition isn't a running automation.
04 / BUILT IN PUBLIC, WITH CLEAR EDGESUseful today.
Useful today.
Honest about tomorrow.
This is version 0.2.0-preview. Start with the local core and demo. Extend integrations with care.
A working local foundation.
- Contacts, companies, deals, tasks and activities
- Pipeline health checks and dry-run planning
- Personal onboarding and isolated demo data
- Version checks, provenance and encrypted backups
- 36 passing core tests at release preparation
The full autonomous loop.
- End-to-end Google workflow executors
- Complete bidirectional Tasks / Contacts sync
- Persistent host-MCP bridge and background runner
- Cross-host validation on new Work / Cowork accounts
- Per-user OAuth and real-account verification
The live planner executor is intentionally disabled in this preview. The local database is not encrypted; encrypted backups and the credential vault have separate protection boundaries.
YOUR NEXT CHAPTER STARTS SMALLStart with a folder.
Download Delera-AgentCRM
Start with a folder.
Make room for
better follow-through.
Download Delera-AgentCRM Development preview · Node.js 22.23+ (22.x) · personal setup required
YOUR FIRST MESSAGE
Read START_HERE.md and docs/AGENT_PLAYBOOK.md. Start my Delera-AgentCRM from this folder. Check the environment, ask only for missing personal setup, and show the local demo first. Verify existing connectors before requesting new authorizations, one at a time. Don't send messages or change external accounts without the required approval.
Read the complete quickstart →A FEW THINGS WORTH KNOWING
Before you begin.
Is this a hosted CRM service?
No. This website introduces the project. The CRM runs in your own compatible workspace, with your chosen agent. It is not an online dashboard, a managed cloud database or a 24/7 agent service.
Does it work with ChatGPT Work and Claude Cowork?
The starter includes instructions for both. The host needs persistent file access, command execution and Node.js 22.23+ in the 22.x series. Connector availability and permissions must be checked in each session. Separate end-to-end testing on new accounts is still required.
Are Google accounts already connected?
No credentials are bundled. The agent reuses verified connections in your host app. Missing connections need your authorization. A direct desktop OAuth path exists as an integration component, but is not a complete universal connector.
Will it send emails on its own?
Not from this starter. The generic live executor is disabled. Agent-assisted customer-facing actions require explicit approval under the operating policy.
Can I inspect or contribute to the project?
Yes, the source, tests, documentation and roadmap are public on GitHub. Read the contribution guide, keep examples synthetic and never include customer data, OAuth tokens or private workspace files.