Vantage

CRM and infrastructure monitoring in one place — built for technical teams.

Most dev-led companies run their sales process out of a spreadsheet and their infra monitoring out of four different dashboards. Vantage puts both in one tab: a full CRM with a customizable pipeline on the left, your servers, databases, and websites on the right.

It's self-hosted, config-file driven, and has no external service dependencies beyond a Postgres database and Redis.

More screenshots

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Features

CRM

• Pipeline — Kanban board with custom stages, custom fields per stage, and drag-to-move cards. Supports multiple item groups within a single pipeline.
• Contacts & Companies — Full CRUD with CSV import/export on every list view.
• Tasks — Assign tasks to contacts or deals, filter by status and due date.
• Activity feed — Unified timeline of emails, calls, notes, meetings, and deal changes.

Infrastructure

• Server monitoring — Install the lightweight Node.js agent on any server. It phones home every 30 seconds with CPU, memory, disk, and uptime. No inbound connections to your servers required.
• Database health — Connect your Postgres, MySQL, Redis, or MongoDB instances. The background worker checks connection health and replication lag every 60 seconds.
• Website uptime — Add any URL, get response times and status tracked continuously. SSL expiry is checked daily.
• Alerts — Threshold-based alerts for CPU > 85%, disk > 90%, replication lag > 10s, site down, and more. Real-time alert bar visible across all CRM pages.

Analytics

• Revenue by period, pipeline value by stage, win rate, per-rep leaderboard.

General

• CSV import and export on contacts, companies, and deals
• Custom pipeline stages with per-stage custom fields (text, number, date, select, boolean)
• Multi-user with role-based access (admin / member)
• Feature flags via config file — disable CRM, infra, analytics independently

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Architecture

Turborepo monorepo with four applications and three shared packages:

apps/
  web/      Next.js 14 (App Router) — the dashboard
  api/      Express REST API — all data operations
  worker/   Background job runner — website pings, alert evaluation, DB health
  agent/    Monitoring daemon — installed on customer servers, reports metrics

packages/
  db/       Kysely database client + schema types
  types/    Shared TypeScript types across apps
  config/   Config file schema and loader (vantage.config.json)

Data flow: The agent on each server POSTs metrics to /api/agent/ping every 30 seconds using a per-server token. The worker runs every 60 seconds, evaluates thresholds, and creates alert records in the database. The frontend polls /api/alerts every 60 seconds to show the alert bar.

Auth: JWT cookies (httpOnly, SameSite=Strict). First-boot seeds an admin user and prints credentials to stdout. No third-party auth service.

Database: PostgreSQL 15 with the TimescaleDB extension (for time-series metrics). All CRM queries use Kysely — no raw SQL strings. Workspace-scoped middleware ensures no cross-tenant data leaks.

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Tech Stack

Layer	Choice
Frontend	Next.js 14, TypeScript, TanStack Query
Backend	Node.js, Express, TypeScript, Zod
ORM	Kysely
Database	PostgreSQL 15 + TimescaleDB
Cache	Redis
Monorepo	Turborepo + pnpm workspaces

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Getting Started

Prerequisites

• Node.js ≥ 20
• pnpm ≥ 9
• Docker (for the local database)

1. Clone and install

git clone https://github.com/Kavin-Charles/vantage.git
cd vantage
pnpm install

2. Start the database

docker compose up -d

This starts PostgreSQL (with TimescaleDB) on port 5432 and Redis on 6379.

3. Configure environment

Copy the example env files:

cp .env.example apps/api/.env
cp .env.example apps/web/.env.local
cp .env.example apps/worker/.env

At minimum, set JWT_SECRET in apps/api/.env to something random:

# macOS / Linux
openssl rand -hex 32

4. Configure the app

Copy vantage.config.example.json to vantage.config.json and update it:

{
  "app": {
    "name": "YourCo",
    "domain": "localhost"
  },
  "features": {
    "crm": true,
    "infra": true,
    "alerts": true,
    "analytics": true,
    "files": false
  },
  "databases": []
}

5. Run migrations and start

pnpm db:migrate
pnpm dev

The web app runs at http://localhost:3000. On first boot, the API prints the admin credentials to its console output:

[VANTAGE] First boot admin: admin@localhost / <generated-password>

6. (Optional) Install the server agent

On any server you want to monitor:

# Register the server in the dashboard first to get a token, then:
VANTAGE_TOKEN=<your-token> \
VANTAGE_API_URL=https://your-vantage-instance.com \
npx @vantage/agent

Or run it as a systemd service — see apps/agent/ for a sample unit file.

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Configuration

vantage.config.json is the single source of truth for instance-level settings. The API and worker both read from it at startup.

Key	Description
app.name	Workspace name shown in the sidebar
app.domain	Used to generate the admin email on first boot
app.logoUrl	Path or URL to a custom logo
features.*	Toggle CRM, infra monitoring, analytics, alerts, files independently
smtp	SMTP config for email notifications
databases	Pre-seed database connections (idempotent on restart)

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API

All endpoints follow the same response envelope:

{ "data": { ... }, "error": null }
{ "data": null, "error": { "code": "NOT_FOUND", "message": "..." } }

Every authenticated route is workspace-scoped. A full route reference is in apps/api/src/routes/.

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Development

pnpm dev          # Start all apps in watch mode
pnpm build        # Build everything
pnpm type-check   # TypeScript check across all packages
pnpm db:migrate   # Run pending migrations

Each app can also be run individually:

cd apps/api && pnpm dev
cd apps/web && pnpm dev
cd apps/worker && pnpm dev

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Project Structure

apps/api/src/
  routes/         One file per resource (contacts, deals, pipelines, …)
  lib/            Auth middleware, logger, seed, DB helpers
  migrations/     SQL migration files (numbered, never modified after merge)

apps/web/
  app/(dashboard) Route segments — one folder per page
  components/     Shared UI components
  lib/            API client, auth context, resource-specific fetch helpers

apps/worker/src/jobs/
  website-ping.ts   Checks all monitored URLs, records response time + status
  alert-eval.ts     Evaluates thresholds, deduplicates with 2-ping rule, creates alerts
  db-health.ts      Connects to configured databases, checks replication lag

apps/agent/src/
  collect.ts      OS metrics via systeminformation
  db-checks.ts    Database connectivity checks
  reporter.ts     HTTP POST to Vantage API

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License

MIT — see LICENSE.