v0.3.0 — Open Source

Your CRM stack is
a ticking time bomb.

Vytal is a headless CRM intelligence platform that sits above every CRM you run. AI-powered health diagnostics, unified pipeline management, and actionable insights — all without ripping out your existing systems.

5
Scoring dimensions
4
CRM platforms
4
Core modules
AI
Claude-powered
The Problem

CRM sprawl is silently killing productivity

The average enterprise runs 3–12 CRMs. Each one is a black box of technical debt, ungoverned customizations, and data decay.

🕸️

Schema entropy

Thousands of custom fields, duplicate entities, and legacy configurations accumulate over years of unchecked growth, making every change a minefield.

Automation chaos

Circular workflows, stale flows, and automations with no error handling run silently in production — you don't know they're broken until they cost you a deal.

📉

Data rot

Duplicate contacts, incomplete required fields, and outdated records erode forecast accuracy and damage customer relationships across every team.

🔐

Security blind spots

Dormant admin accounts, misconfigured roles, and absent audit trails leave your CRM org exposed — often invisible until a compliance review or breach.

👻

Adoption decay

Seats you pay for sit unused. Features deployed at go-live are abandoned months later. You're paying for a CRM your team barely uses.

🗂️

No unified view

Sales lives in Salesforce. Service lives in D365. Marketing in HubSpot. Leadership sees nothing — or worse, contradictory reports from all three.

The Solution

One intelligent layer above all your CRMs

Vytal doesn't replace your CRMs — it makes them legible. Connect any org, let the AI run a deep health scan across five critical dimensions, and get a prioritized remediation plan in minutes.

Then use Vytal's built-in Sales, Marketing, and Service modules as your unified operating layer — or keep using your existing tools. Headless by design.

  • AI-generated diagnosis powered by Claude
  • 5-dimension health scoring with weighted penalty model
  • Real-time Dataverse Web API + OData v4 integration
  • Headless architecture — bring your own frontend or use ours
  • JWT-secured REST API with Neon serverless PostgreSQL
  • Full mock mode for zero-backend demos
Platform Architecture
Vytal AI Layer
Claude API · Health scoring · Diagnosis
Hono REST API
JWT auth · Drizzle ORM · Neon Postgres
CRM Adapter layer
D365 · Salesforce · HubSpot · Zoho · SugarCRM · Pega · Freshsales · Pipedrive
React SPA
Zustand · Recharts · Vite · TypeScript
Core Modules

Everything your revenue org needs

Four integrated modules. One platform. Deploy all of them or just what you need.

Live
🩺

Vytal Scan

Connect any CRM org and get an AI-powered diagnostic report. Five scoring dimensions, weighted penalty analysis, and Claude-generated remediation playbooks — delivered in seconds.

AI Scoring D365 Salesforce Claude API
Live
📊

Sales

Drag-and-drop Kanban pipeline with multi-stage deal management and a searchable contacts table. Paginated, filtered, and wired to the REST API or mock mode out of the box.

Kanban Contacts Pipelines Deals
Live
📣

Marketing

Run email, SMS, and push campaigns against defined audience segments. Build multi-step automation sequences with per-step timing and action configuration.

Campaigns Segments Sequences Automation
Live
🎧

Service

Full support ticket system with SLA policy tracking, priority queues, conversation threads, and status management — from open to resolved with full message history.

Tickets SLA Conversations Priorities
Vytal Scan

A full-body scan for your CRM org

Most CRM audits are manual, expensive, and happen once a year. Vytal Scan runs a programmatic deep scan in seconds — surfacing issues that would take a consultant weeks to find.

  • 1
    Connect OAuth2 or token-based connection to your CRM org
  • 2
    Fetch Parallel API calls pull schema, flows, users, and security config
  • 3
    Score 5-dimension penalty model produces a 0–100 composite score
  • 4
    Diagnose Claude analyzes the payload and generates a prioritized action plan
Diagnosis generated by Claude — Anthropic's AI
Health Score — Contoso D365 Org
74
/ 100 · Good
Schema Hygiene 68
Automation Complexity 55
Data Quality 82
Security 91
User Adoption 73
AI Triage — Top Findings
3 circular automation flows detected in Opportunity stage transitions
142 custom entities exceed recommended naming convention
Security baseline strong — audit logging enabled, MFA enforced

The 5-Dimension Scoring Model

🏗️
Schema Hygiene
25% weight
Custom entity ratio, naming violations, deprecated fields
⚙️
Automation Complexity
25% weight
Circular dependencies, inactive flows, missing error handling
📋
Data Quality
20% weight
Duplicate rate, incomplete required fields, stale records
🔒
Security
20% weight
Dormant admins, admin ratio, MFA status, audit logging
👥
User Adoption
10% weight
Active user ratio, feature utilization, login frequency
Integrations

Works with the CRMs you already run

Native adapter architecture — each CRM gets a purpose-built connector that speaks its native API. No middleware, no translation layers.

Dynamics 365
Full Dataverse Web API v4 (OData) integration. Schema, flows, security, and user data.
Live
Salesforce
REST API + Metadata API adapter. Objects, flows, profiles, and usage analytics.
In progress
HubSpot
CRM API v3 adapter. Properties, workflows, teams, and engagement data.
Planned
Zoho CRM
REST API v6 adapter. Modules, workflows, roles, and field-level analytics.
Planned
SugarCRM
REST v11 adapter. Module builder metadata, process definitions, and role audit.
Planned
Pega CRM
Pega API adapter. Case types, decision rules, operator profiles, and data model health.
Planned
Freshsales
Freshworks API adapter. Contact modules, journeys, automations, and team activity.
Planned
Pipedrive
Pipedrive API v1 adapter. Pipelines, stages, activity types, and deal field hygiene.
Planned

More adapters coming. The BaseAdapter interface makes it straightforward to add any CRM with a REST or OData API.

Open Source

Start diagnosing your CRM today

Vytal is fully open source. Clone it, deploy it, extend it. No vendor lock-in. No per-seat pricing. Just a better way to manage CRM complexity.

MIT licensed · Built with React, Hono, Drizzle ORM, and Claude API