Wukong CRM

06/03/2026

A Sales Intelligence Revolution: Open Source AI CRM Preview, Minimalist Docker/NAS Deployment Guide
🌟 This isn't just an upgrade; it's a completely new paradigm for intelligent sales.
Modern enterprises no longer need data recording tools, but rather truly intelligent partners that understand business, can think, and can collaborate. Today, we officially launch the world's first open-source preview version of AI-CRM, pushing intelligent sales to a whole new dimension.
Why "Rebuild" is Better than "Transformation"?
When you need to conquer the intelligent cars of the future, would you choose to put an engine on a horse-drawn carriage, or design an electric car from scratch? The answer is obvious. Today, sales teams are driving the CRM—the "digital carriage"—struggling on the AI ​​highway—with sales elites spending less than 30% of their time on value communication, the rest spent "fighting" with the system.
Traditional CRM is designed around "recording," with database tables at its core; future CRM must be built around "intelligence," with AI intelligent agents at its core. Adding AI to an existing CRM is like putting a rocket engine on a horse-drawn carriage—seemingly powerful, but actually a hindrance:
Architectural constraints: Traditional processes limit AI flexibility.
Disjointed experience: AI functions become standalone buttons, separated from the core workflow.
Innovation costs: Transforming a complex system is far more difficult than a completely new design.
Therefore, we chose to redesign from the very first line of code, forging a brand-new engine for the intelligent era.
🤖 AI-driven: Evolution from tool to intelligent partner. The system completely abandons the outdated menu- and form-centric interactions. Upon logging in, you're greeted by a dedicated AI conversational assistant, like a tireless top salesperson.
Imagine an "AI-native" morning:
Your AI partner proactively reports: "Good morning! Top priority items: 1. Manager Zhang from the East China region has reviewed the quotation page three times and suggests calling before 10 AM; 2. Competitor A has released a new solution; crisis-opportunity analysis has been generated; 3. The strategy outline for the afternoon meeting with General Manager Wang is ready."
This is the daily life of AI-native: needs don't need to be sought; insights are proactively presented.
🎯 Core Function Overview
I. AI Conversation Assistant - Your Intelligent Sales Co-pilot
Function Highlights:
Natural Language Interaction: Speaks like a human, AI understands business
Quick Operation Entry: One-click customer creation, record upload, task generation
Conversation Memory: Automatically saves historical conversations, ensuring contextual coherence
Use Scenarios:
bash
"Help me create a new customer; the company is in cross-border e-commerce."
"Check customer Zhang San's recent contact status."
"Generate follow-up tasks based on yesterday's meeting minutes."
II. Customer Management - Comprehensive Customer Lifecycle View
Data Dashboard:
Total Customers, Quoted Amount, Paid Amount, Conversion Rate
Active Customers, Customers with Paid Payment, Customers with Completed Transactions
Intelligent Funnel:
Leads → Qualification Review → Proposal Quotation → Negotiation in Progress → Completed Transactions → Churned
Supports drag-and-drop status updates for visual management of the sales pipeline.
III. Task Management - AI-Powered Automatic Planning and Intelligent Reminders
AI automatically generates to-do tasks and intelligently recommends tasks based on customer status.
Automatic priority sorting and prominent reminders for overdue tasks.
Linking customer information for one-step task processing.
IV. Knowledge Base - Enterprise Intelligence Hub
Supports multiple file formats including documents, contracts, and invoices.
Intelligent classification and archiving for quick retrieval.
Enhanced RAG retrieval for intelligent understanding of document content.
V. System Settings - Deeply Customize Your AI Assistant
Four Core Intelligent Agent Presets:
Create New Customer Intelligent Agent - Guided customer information entry.
Upload Meeting Minutes Intelligent Agent - Automatically organizes meeting minutes.
Query Customer Status Intelligent Agent - Multi-dimensional customer analysis.
Generate Follow-up Task Intelligent Agent - Intelligently plans subsequent actions.
Freely Configurable AI Models:
Supports Alibaba Cloud DashScope, OpenAI, Baidu Wenxin Yiyan, etc.
One-click API configuration and instant connection verification.
Transparent pricing, choose as needed.
Object Storage Integration:
Native MinIO integration for worry-free file storage.
SSO Single Sign-On for unified identity authentication.
Knowledge Base Service:
WeKnora integration, supporting semantic search.
Automatic RAG. Features: Intelligent document retrieval during conversations
🚀 Take action now and usher in a new era of intelligent sales
Online Experience
Visit the demo site: https://aicrm.5kcrm.cn/
Test account: admin / 123456a
👉 Visit the GitHub repository:
https://github.com/WuKongOpenSource/AI_CRM
💬 Join the developer community
Official communication group: Get technical support and deployment guidance
Direct dialogue with the development team: Your voice will be heard
Explore together: The infinite possibilities of AI in sales scenarios
We are not just releasing a product, but starting a sales intelligence revolution. Open source means transparency, preview means co-creation. Every user feedback, every community discussion, is shaping the future of this product.
Deploy now, experience now, provide feedback now.
Let's redefine intelligent sales together, empowering every salesperson with AI, making sales simpler, smarter, and more human.
🌟 Call to Action: Visit https://github.com/WuKongOpenSource/AI_CRM and start your AI-CRM journey today!

03/03/2026

Wukong Help - Opportunity Stages
[Wukong AI-CRM 15 Open Source Edition Feature Introduction]
Opportunity Stages: The overall process for opportunity stages is configured by the administrator and will not be displayed if not configured. Employees can switch opportunity stages based on the current opportunity status. Clicking a specific stage will display a "Promote to XX Stage" button on the right. Clicking this button will prompt you to confirm whether to move the opportunity to that stage. Clicking "Confirm" will change the opportunity stage. Furthermore, enterprise administrators can configure various stage tasks for each stage, such as Stage Tasks: The current system user must complete the stage task before the opportunity status can be moved to the next stage; Stage Tasks: The current system user selects a stage task to indicate completion and clicks "Submit" to move the opportunity to the next stage; Stage Review: The current system user must submit approval for switching the opportunity stage. Once approved, the opportunity can be moved to the next stage.
👉 𝐖𝐞𝐛𝐬𝐢𝐭𝐞: https://www.wukong.org/
👉 Hotline: 0935674575
👉 𝐄𝐦𝐚𝐢𝐥: 𝐰𝐮𝐤𝐨𝐧𝐠𝐯𝐢𝐞𝐭𝐧𝐚𝐦𝟐𝟎𝟐𝟐@𝐠𝐦𝐚𝐢𝐥.𝐜𝐨𝐦
🔥 Access the source code version now: https://www.wukongcrm.com/en/

02/03/2026

Wukong Help - Create Contact
[Wukong AI-CRM 15 Open Source Edition Feature Introduction]
① Customer Name: Clicking a customer name here will display the customer information already added by the user in the "Customer Management" section. Click to associate the customer with this contact.
👉 𝐖𝐞𝐛𝐬𝐢𝐭𝐞: https://www.wukong.org/
👉 Hotline: 0935674575
👉 𝐄𝐦𝐚𝐢𝐥: 𝐰𝐮𝐤𝐨𝐧𝐠𝐯𝐢𝐞𝐭𝐧𝐚𝐦𝟐𝟎𝟐𝟐@𝐠𝐦𝐚𝐢𝐥.𝐜𝐨𝐦
🔥 Access the source code version now: https://www.wukongcrm.com/en/

27/02/2026

Wukong Help - Create Contract
[Wukong AI-CRM 15 Open Source Edition Feature Introduction]
① Contract Number: A unique number is automatically generated based on the system numbering rules and is not required.
② Contract Name: Customizable based on the contract product information. ③ Customer Name: Click to display a list of all customers in the "Customer Management" section, then select the target customer. This customer's information will automatically be synchronized with the contract information you'll need to fill in later.
👉 𝐖𝐞𝐛𝐬𝐢𝐭𝐞: https://www.wukong.org/
👉 Hotline: 0935674575
👉 𝐄𝐦𝐚𝐢𝐥: 𝐰𝐮𝐤𝐨𝐧𝐠𝐯𝐢𝐞𝐭𝐧𝐚𝐦𝟐𝟎𝟐𝟐@𝐠𝐦𝐚𝐢𝐥.𝐜𝐨𝐦
🔥 Access the source code version now: https://www.wukongcrm.com/en/

10/02/2026

A Sales Intelligence Revolution: Open Source AI CRM Preview, Minimalist Docker/NAS Deployment Guide

🌟 This isn't just an upgrade; it's a completely new paradigm for intelligent sales.
Modern enterprises no longer need data recording tools, but rather truly intelligent partners that understand business, can think, and can collaborate. Today, we officially launch the world's first open-source preview version of AI-CRM, pushing intelligent sales to a whole new dimension.

Why "Rebuild" is Better than "Transformation"?
When you need to conquer the intelligent cars of the future, would you choose to put an engine on a horse-drawn carriage, or design an electric car from scratch? The answer is obvious. Today, sales teams are driving the CRM—the "digital carriage"—struggling on the AI ​​highway—with sales elites spending less than 30% of their time on value communication, the rest spent "fighting" with the system.
Traditional CRM is designed around "recording," with database tables at its core; future CRM must be built around "intelligence," with AI intelligent agents at its core. Adding AI to an existing CRM is like putting a rocket engine on a horse-drawn carriage—seemingly powerful, but actually a hindrance:
Architectural constraints: Traditional processes limit AI flexibility.
Disjointed experience: AI functions become standalone buttons, separated from the core workflow.
Innovation costs: Transforming a complex system is far more difficult than a completely new design.
Therefore, we chose to redesign from the very first line of code, forging a brand-new engine for the intelligent era.

🤖 AI-driven: Evolution from tool to intelligent partner. The system completely abandons the outdated menu- and form-centric interactions. Upon logging in, you're greeted by a dedicated AI conversational assistant, like a tireless top salesperson.
Imagine an "AI-native" morning:
Your AI partner proactively reports: "Good morning! Top priority items: 1. Manager Zhang from the East China region has reviewed the quotation page three times and suggests calling before 10 AM; 2. Competitor A has released a new solution; crisis-opportunity analysis has been generated; 3. The strategy outline for the afternoon meeting with General Manager Wang is ready."
This is the daily life of AI-native: needs don't need to be sought; insights are proactively presented.

🎯 Core Function Overview
I. AI Conversation Assistant - Your Intelligent Sales Co-pilot
Function Highlights:
Natural Language Interaction: Speaks like a human, AI understands business
Quick Operation Entry: One-click customer creation, record upload, task generation
Conversation Memory: Automatically saves historical conversations, ensuring contextual coherence
Use Scenarios:
bash
"Help me create a new customer; the company is in cross-border e-commerce."
"Check customer Zhang San's recent contact status."
"Generate follow-up tasks based on yesterday's meeting minutes."
II. Customer Management - Comprehensive Customer Lifecycle View
Data Dashboard:
Total Customers, Quoted Amount, Paid Amount, Conversion Rate
Active Customers, Customers with Paid Payment, Customers with Completed Transactions
Intelligent Funnel:
Leads → Qualification Review → Proposal Quotation → Negotiation in Progress → Completed Transactions → Churned
Supports drag-and-drop status updates for visual management of the sales pipeline.
III. Task Management - AI-Powered Automatic Planning and Intelligent Reminders
AI automatically generates to-do tasks and intelligently recommends tasks based on customer status.
Automatic priority sorting and prominent reminders for overdue tasks.
Linking customer information for one-step task processing.
IV. Knowledge Base - Enterprise Intelligence Hub
Supports multiple file formats including documents, contracts, and invoices.
Intelligent classification and archiving for quick retrieval.
Enhanced RAG retrieval for intelligent understanding of document content.
V. System Settings - Deeply Customize Your AI Assistant
Four Core Intelligent Agent Presets:
Create New Customer Intelligent Agent - Guided customer information entry.
Upload Meeting Minutes Intelligent Agent - Automatically organizes meeting minutes.
Query Customer Status Intelligent Agent - Multi-dimensional customer analysis.
Generate Follow-up Task Intelligent Agent - Intelligently plans subsequent actions.
Freely Configurable AI Models:
Supports Alibaba Cloud DashScope, OpenAI, Baidu Wenxin Yiyan, etc.
One-click API configuration and instant connection verification.
Transparent pricing, choose as needed.
Object Storage Integration:
Native MinIO integration for worry-free file storage.
SSO Single Sign-On for unified identity authentication.
Knowledge Base Service:
WeKnora integration, supporting semantic search.
Automatic RAG. Features: Intelligent document retrieval during conversations
🚀 Take action now and usher in a new era of intelligent sales

Online Experience
Visit the demo site: https://aicrm.5kcrm.cn/
Test account: admin / 123456a

👉 Visit the GitHub repository:

https://github.com/WuKongOpenSource/AI_CRM

💬 Join the developer community
Official communication group: Get technical support and deployment guidance
Direct dialogue with the development team: Your voice will be heard
Explore together: The infinite possibilities of AI in sales scenarios
We are not just releasing a product, but starting a sales intelligence revolution. Open source means transparency, preview means co-creation. Every user feedback, every community discussion, is shaping the future of this product.
Deploy now, experience now, provide feedback now.
Let's redefine intelligent sales together, empowering every salesperson with AI, making sales simpler, smarter, and more human.
🌟 Call to Action: Visit https://github.com/WuKongOpenSource/AI_CRM and start your AI-CRM journey today!

AI-Powered Conversational CRM: Intelligent Customer Management & Seamless Collaboration - WuKongOpenSource/AI_CRM