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Cursor CRM

AI-native CRM that runs in your IDE. No SaaS, no dashboards β€” just talk to your sales data.

Cursor CRM Demo License


Why Cursor CRM?

Traditional CRMs are built for managers who want dashboards. Cursor CRM is built for founders who want to close deals.

Traditional CRM Cursor CRM
Click through 10 screens to log a call Say "log call with John, he's interested"
Export to CSV to analyze Ask "which hooks work best for Series A?"
Pay $50-500/month Free, runs locally
Data locked in vendor Your data, your files
Learn complex UI Just talk to AI

What You Get

πŸ—‚οΈ Simple CSV-Based CRM

  • Companies β€” track leads, status, signals
  • People β€” contacts, roles, personalization hooks
  • Activities β€” every touchpoint logged
  • Learnings β€” what messages work, what doesn't

πŸ€– AI-Native Workflow

You: "Show hot leads that haven't been contacted"
Cursor: [shows filtered list from CRM]

You: "Draft a message for John based on his recent LinkedIn post"
Cursor: [researches, writes personalized outreach]

You: "Log that I sent it and set follow-up for next week"
Cursor: [updates CRM, sets reminder]

πŸ“± Integrations

  • Telegram β€” read/send messages via API
  • Gmail β€” search emails, see client history
  • WhatsApp β€” read chats and groups
  • Remote Control β€” run Cursor from your phone

Quick Start

1. Clone the repo

git clone https://github.com/anthroos/cursor-crm.git
cd cursor-crm

2. Open in Cursor

cursor .

3. Configure for your business

Edit .cursorrules β€” replace placeholders:

Company: [YOUR_COMPANY_NAME]
Product: [YOUR_PRODUCT_DESCRIPTION]  
Target: [YOUR_ICP]

4. Start using

Ask Cursor:

  • "Add company Acme Inc to CRM, they just raised Series A"
  • "Find the CEO on LinkedIn and add as contact"
  • "Show me all hot leads"

Project Structure

cursor-crm/
β”œβ”€β”€ .cursorrules              ← AI rules (schema, skills, validation)
β”œβ”€β”€ sales/
β”‚   β”œβ”€β”€ crm/
β”‚   β”‚   β”œβ”€β”€ crm_companies_master.csv    ← All companies
β”‚   β”‚   β”œβ”€β”€ crm_people_master.csv       ← All contacts
β”‚   β”‚   β”œβ”€β”€ crm_outreach_activities.csv ← Activity log
β”‚   β”‚   └── crm_sources.csv             ← Source tracking
β”‚   β”œβ”€β”€ leads/
β”‚   β”‚   β”œβ”€β”€ leads_companies_raw.csv     ← Raw intake
β”‚   β”‚   └── leads_people_raw.csv        ← Raw intake
β”‚   β”œβ”€β”€ learnings/
β”‚   β”‚   └── learnings.csv               ← What works
β”‚   └── outreach/
β”‚       └── OUTREACH_PROMPT.md          ← Message templates
β”œβ”€β”€ integrations/                        ← Setup guides
β”‚   β”œβ”€β”€ telegram_api.md
β”‚   β”œβ”€β”€ telegram_remote.md
β”‚   β”œβ”€β”€ gmail.md
β”‚   └── whatsapp.md
β”œβ”€β”€ docs/
β”‚   β”œβ”€β”€ SCHEMA.md                        ← Field definitions
β”‚   └── WORKFLOW.md                      ← Daily workflow
└── scripts/
    └── validate_csv.py                  ← Data validation

Key Concepts

Two-Stage Pipeline

Sources β†’ leads_*_raw.csv β†’ crm_*_master.csv
           (staging)          (validated)

Raw data goes to leads/ first. After validation & dedup, it merges to crm/ master tables.

Status vs Priority

Status = Where they are in funnel:

  • new β†’ researched β†’ contacted β†’ responded β†’ meeting β†’ won/lost

Priority = How hot:

  • hot / medium / low

Learning Loop

  1. Log outreach with hooks and results
  2. Script calculates what works
  3. AI prioritizes best-performing approaches

Integrations

Connect your communication channels so Cursor can see everything:

Integration What it does Guide
Telegram API Read/send messages, manage groups Setup
Telegram Remote Control Cursor from your phone Setup
Gmail Search emails, read threads Setup
WhatsApp Read chats via Baileys Setup

Common Commands

Find leads

"Show hot leads ready for outreach"
"Find companies that raised funding this month"
"Who haven't I contacted in 2 weeks?"

Research

"Research John Smith at Acme β€” check LinkedIn, recent posts"
"What's the conversation history with Acme?"
"Find news about Acme's recent funding"

Outreach

"Draft a message for John based on his AI infrastructure post"
"Write a follow-up β€” he didn't respond to my first message"
"Log that I contacted John via LinkedIn"

Analysis

"What's my response rate this month?"
"Which hooks work best for Series A companies?"
"Show learnings report"

Requirements

  • Cursor IDE (free or pro)
  • Python 3.10+
  • pandas (pip install pandas)

For integrations:

  • Telegram: pip install telethon
  • Gmail: pip install google-auth google-api-python-client
  • WhatsApp: Node.js + Baileys

Philosophy

  1. Your data stays yours β€” CSV files, version controlled, no vendor lock-in
  2. AI does the work β€” research, draft, log, analyze
  3. Simple beats complex β€” if you need Salesforce, this isn't for you
  4. Learn what works β€” built-in feedback loop on outreach effectiveness

Who This Is For

βœ… Solo founders doing outreach
βœ… Small teams (1-5 people) without dedicated sales ops
βœ… Developers who live in their IDE
βœ… Anyone tired of bloated CRM software

❌ Enterprise teams needing complex workflows
❌ People who want pretty dashboards
❌ Teams requiring strict compliance/audit trails


Contributing

PRs welcome! Areas that need help:

  • More integrations (Twitter/X, LinkedIn API)
  • Better learning algorithms
  • UI for non-technical users

License

MIT β€” use freely, adapt to your business.


Credits

Built by @anthroos while doing sales for WeLabelData.

Inspired by the "tools for thought" movement and frustration with traditional CRMs.

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