Modern CRM for AI-powered Sales Development Representatives (SDR)

Hermes is a lightweight, self-hosted CRM designed for solo developers and small teams who want to automate their outreach workflow using AI agents.

• 📊 Lead Pipeline — Track leads from scrape to close with customizable stages
• 🤖 AI-First API — Endpoints designed for agent automation (OpenClaw, LangChain, etc.)
• 📧 Template System — Reusable outreach templates with variable substitution
• 📈 Analytics — Conversion funnel, response rates, and daily stats
• ✅ Task Management — Follow-ups, calls, and action items with due dates
• 🔌 SQLite — Zero-config database, portable, easy backups

# Clone
git clone https://github.com/nicodlz/hermes.git
cd hermes

# Install
pnpm install

# Setup database
pnpm db:generate
pnpm db:push
pnpm db:seed

# Start development
pnpm dev

• API: http://localhost:3001
• Web: http://localhost:5173

• /api/tasks — Task management
• /api/templates — Message templates
• /api/stats — Analytics and metrics
• /api/sources — Scraping source config

See full documentation in skills/hermes/SKILL.md.

NEW → QUALIFIED → CONTACTED → RESPONDED → CALL → PROPOSAL → WON
 ↓        ↓           ↓
ARCHIVED  ARCHIVED   FOLLOWUP_1 → FOLLOWUP_2 → LOST

Default Ideal Customer Profile (ICP):

• Budget: $1k-10k
• Stack: React, TypeScript, Node.js, Next.js, Web3
• Timeline: 2-6 weeks
• Work style: Remote, async

Scoring rules:

• +10 Has [Hiring] tag
• +10 Budget mentioned
• +5 Remote position
• +5 Per matching technology
• -20 Red flag (equity only, unpaid test, etc.)

Qualify threshold: 15+

Hermes uses Magic Link authentication — no passwords required!

1. User enters email → receives magic link
2. Click link → session created (30-day cookie)
3. API keys for agents/integrations

For agents like Atlas/OpenClaw, use API keys:

# Create via UI (Settings → API Keys) or admin endpoint
curl -X POST https://hermes.ndlz.net/api/admin/api-keys \
  -H "X-Admin-Secret: $ADMIN_SECRET" \
  -H "Content-Type: application/json" \
  -d '{"email":"user@example.com","name":"Atlas Agent"}'

# Use the key
curl https://hermes.ndlz.net/api/leads \
  -H "X-API-Key: hms_xxxxxxxxxxxx"

docker build -t hermes .
docker run -p 3001:3001 -v hermes-data:/app/data hermes

docker-compose up -d

1. Connect repository
2. Build: pnpm install && pnpm db:generate && pnpm build
3. Start: node apps/api/dist/server.js
4. Add volume for /app/data (SQLite persistence)

Add the Hermes skill to your workspace:

cp -r skills/hermes ~/.openclaw/workspace/skills/

Example cron job for daily digest:

schedule:
  kind: cron
  expr: "0 9 * * *"
  tz: "Europe/Lisbon"
payload:
  kind: agentTurn
  message: "Check Hermes daily digest: GET /api/ai/digest"
sessionTarget: isolated

Any agent that can make HTTP requests works. Example with curl:

# Get what needs attention
curl http://localhost:3001/api/ai/next-actions

# Qualify a lead
curl -X POST http://localhost:3001/api/ai/qualify/abc123 \
  -H "Content-Type: application/json" \
  -d '{"score": 35, "reasons": ["+budget", "+remote"]}'

hermes/
├── apps/
│   ├── api/          # Hono API server
│   └── web/          # React frontend
├── packages/
│   └── db/           # Prisma schema & client
├── skills/
│   └── hermes/       # OpenClaw skill
└── docker-compose.yml

MIT © Nicolas Timon