chanticleer99/cleer-crm
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# Cleer CRM **Cleer CRM** is a fully Slack-native, multi-tenant CRM built with the Slack Platform. It provides contact management, lead tracking, activity feeds, dashboard insights, and OAuth-based workspace onboarding — all directly inside Slack. Cleer CRM is designed to be fast, simple, and collaborative, allowing teams to manage customers without leaving Slack. --- ## 🚀 Features ### **Core CRM** - Lead + Contact management - Account ownership & assignment - Multi-workspace (multi-tenant) support - Activity feed with sorting & filtering - Notes, tasks, and timeline visibility - Account statuses + lead stages ### **Slack App Functionality** - Slack modals for record creation/editing - App Home dashboard with real-time refresh - Actions + shortcuts for quick entry - Event-driven updates (messages, interactions) - OAuth installation for each workspace - Ngrok or cloud hosting support ### **Backend** - Supabase (Postgres) database - Row-level security per workspace - REST + RPC endpoints - TypeScript-based Bolt app - Fully typed database models --- ## 🛠️ Tech Stack | Layer | Technology | |-------|------------| | Frontend | Slack UI (Modals, App Home, Surface Blocks) | | Backend | Node.js + TypeScript | | Framework | Slack Bolt (for the Slack Platform) | | Database | Supabase (Postgres + RLS) | | Auth | Slack OAuth v2 | | Local Dev | Ngrok tunneling | --- ## 📦 Project Structure --- ## 🔐 Environment Variables Rename `.env.example` to `.env` and fill in the following values: ```env SLACK_CLIENT_ID= SLACK_CLIENT_SECRET= SLACK_SIGNING_SECRET= SLACK_BOT_TOKEN= SLACK_APP_TOKEN= SUPABASE_URL= SUPABASE_SERVICE_ROLE_KEY=