How magpiecrm/magpie-crm-app works
MagpieCRM is a self-hosted B2B prospecting, contact-management, email-marketing, and sales web app. The principal workflow is to find prospects, retain them in contact lists, and reach them through campaigns or sales sequences; results and engagement can then be managed in sales and inbox features. Separate branches cover forms and surveys, the email builder, and AI assistance. The README documents these capabilities and integrations; sampled source confirms JSON-file persistence and sequence sending, but many feature-to-server call paths were not shown, so those links are omitted or marked unverified.
Main entry points: nodemailer.ts Email delivery · agent.ts AI copilot · search.ts Prospect sourcing · emailService.ts Campaign management
Components 20
Prospecting
- Prospect search
- Prospect sourcing
src/server/prospecting/search.ts
Marketing
- Contact management
src/routes/marketing/contacts/index.tsx - Campaign management
src/server/emailService.ts - Email delivery
src/server/nodemailer.ts
Sales
- Sales sequences
src/server/sequences/engine.ts - Sales pipeline
src/routes/sales/pipeline.tsx - Sales records
src/server/sales/pipelines.ts
Content and feedback
- Email builder
src/features/email-builder/EmailBuilderContainer.tsx - Forms
src/features/forms/components/FormBuilder.tsx - Surveys
src/features/survey-builder/SurveyBuilderContainer.tsx
Shared platform
- AI copilot
src/server/copilot/agent.ts - MCP access
src/server/copilot/mcp.ts - Server functions
src/server/functions/index.ts - JSON database
src/server/db.ts - Settings
src/features/settings/components/SettingsPage.tsx
Other components
- Team user
- SocialFetch
- SMTP service
- Claude / OpenAI
Connections 20
- Team user → Prospect search: searches prospects
- Prospect search → Prospect sourcing: searches
- Prospect sourcing → SocialFetch: sources prospect data
- Team user → Contact management: manages contacts
- Team user → Campaign management: builds campaigns
- Campaign management → Email delivery: sends campaign email
src/server/emailService.ts - Email delivery → SMTP service: delivers email
- Team user → Sales sequences: manages sequences
- Sales sequences → Email delivery: sends sequence email
src/server/sequences/engine.ts - Team user → Sales pipeline: manages deals
- Sales pipeline → Sales records: loads pipeline data
- Team user → Email builder: edits email designs
- Team user → Forms: builds forms
- Team user → Surveys: builds surveys
- Team user → AI copilot: asks for assistance
- AI copilot → Claude / OpenAI: uses model
- Team user → MCP access: connects AI apps
- MCP access → AI copilot: exposes tools
- Settings → Server functions: configures features
- JSON database → JSON database: loads and saves JSON
src/server/db.ts