B2B CRM

🖥️ Online Demo

🌐 Languages: English | Русский | Deutsch | Italiano | Español | Tiếng Việt | Srpski

B2B CRM is an enterprise demo application based on Jmix framework with built-in AI that showcases how to develop production-ready business systems including customers, orders, invoicing, finance and analytics.

📑 Table of Contents

• Technical Stack
• Overview
• AI Assistant
• Add-ons
• Build & Run
• Demo Data
• Accounts
• Domain Model
• Role Model
• More About Jmix
• FAQ

🛠️ Technical Stack

• Java 21
• Jmix (Spring Boot & Vaadin Flow)
• HSQLDB

📖 Overview

📸 Screenshots (click to expand)

Login Page

Dashboard

CRM AI

Clients

Orders

About

✨ Main Features

This project models a typical B2B sales workflow:

• Manage the catalog of products and categories
• Maintain clients, contacts, and addresses
• Track orders through the sales funnel
• Issue invoices and record payments
• Plan and monitor user tasks
• Ask the built-in AI assistant for business insights
• See sales analytics on the dashboard and in built-in reports

📈 Sales Automation

B2B CRM helps sales managers automate the sales process: the system keeps track of deals, invoices, payments and user tasks, and provides quick analytics on clients. For example, it can quickly answer typical questions such as:

• How many deals are at the presale stage or awaiting payment, and for what total amount
• Which clients are the revenue leaders and which are the outsiders — and in which product categories
• How often the selected clients make purchases
• How proposals for a client compare to each other, and what were the maximum discounts for a particular product category

Normally, such requests require configuring specialized reports and analyst expertise. In B2B CRM it is enough to write the request in natural language: the built-in AI Assistant helps analyze sales by aggregating data on deals, invoices, and payments while respecting the user's data access permissions.

🔽 Sales Funnel

The Orders screen features an interactive sales funnel based on order statuses: New → Accepted → In Progress →Done. Each stage shows the number of orders at that stage, and a single click takes the manager to the orders of the selected stage — with the total, invoiced, paid, and remaining amounts for each order.

🤖 AI Assistant

The application includes a built-in CRM AI workspace for natural-language analysis of CRM data.

✨ Key capabilities:

• Ask business questions about clients, orders, invoices, payments, and sales performance
• Upload entities and files to the conversation context
• Respect the current user's data access permissions and keep conversations private to their author
• Use built-in business reports such as Client 360 Report and Category Cashflow Risk Allocation Report
• Keep the conversation history with automatically generated chat titles
• Generate interactive links to CRM records directly in responses

⚙️ Configuration:

Set spring.ai.openai.api-key in application.properties or provide the SPRING_AI_OPENAI_APIKEY environment variable.

When enabled, open the CRM AI item in the main menu to start a new conversation.

🧩 Add-ons

• AI Tools
• Audit
• Application Settings
• Charts
• Data tools
• Dynamic attributes
• Grid export
• Reports
• Local File Storage, Localizations

🚀 Build and Run

Run Project

1. Run B2B CRM Jmix run configuration or execute

   ./gradlew bootRun

2. Open application URL

Run via JAR:

./gradlew bootJar -Pvaadin.productionMode

java -jar build/libs/crm.jar

Run via Docker

docker build -t jmix-crm .

docker run --rm -p 8080:8080 jmix-crm

Run via Docker Compose

docker-compose up

🎲 Demo Data

The local profile generates demo data on the application start:

• You can disable demo data generation with crm.generateDemoData property in application.properties
• Catalog imported from catalog.xlsx

👥 Application Accounts

Position	Username	Password	Access
Administrator	admin	admin	Full access to all data and settings
Supervisor	james	james	Manager + catalog management + assign accounts
Manager	manager	manager	Full access to all clients and orders
Account Manager	alice	alice	Only sees clients assigned to Alice Brown
Account Manager	robert	robert	Only sees clients assigned to Robert Taylor

⚙️ Domain Model

classDiagram
    Client o-- Contact
    Client o-- Order
    Client o-- Invoice
    Client o-- Payment
    Client o-- Address
    Order *-- OrderItem
    OrderItem --> CategoryItem
    Category o-- CategoryItem
    Invoice o-- Payment

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🔐 Role Model

The application uses a hierarchical role model:

Role	Description
Administrator	Full access to all application features, entities, and settings.
Supervisor	Extends the Manager role with additional administrative capabilities: manage product catalog and assign account managers to clients.
Manager	Primary role for sales operations. Full access to Clients, Contacts, Orders, Invoices, and Payments. Read-only access to the product catalog. Manage own Tasks.
UI Minimal	Minimal access, allowing login and basic navigation.

ℹ️ More about Jmix

Source	Link
🌐 Website	https://www.jmix.io
📚 Documentation	https://docs.jmix.io
💬 Forum	https://forum.jmix.io
💻 GitHub	https://github.com/jmix-framework/jmix
🎥 YouTube	https://www.youtube.com/@jmixframework
💼 LinkedIn	https://www.linkedin.com/company/jmix-framework

💬 FAQ

What is Jmix?

Jmix is a full-stack open-source Java platform for enterprise software development with local and public models. It helps development teams build internal business applications faster while keeping full control over the source code, architecture, and deployment. Jmix combines Java, Spring Boot, enterprise UI, security, data access, visual development tools, and AI-assisted development in a single platform.

Learn more:

Source	Link
Site	https://www.jmix.io/
Docs	https://docs.jmix.io/
GitHub	https://github.com/jmix-framework/jmix

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Why is Jmix good for building CRM systems?

CRM systems have become the backbone of modern enterprise automation, moving far beyond a simple system of records. As business requirements in sales change rapidly, CRM systems must also provide capabilities to implement quick changes in workflows, data model, and UX while preserving high security and compliance standards. Jmix provides these capabilities out of the box, allowing developers to focus on business logic instead of infrastructure. This demo demonstrates how production-ready enterprise applications can be developed using Jmix and AI.

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Is this a real application or just a demo?

B2B CRM is a demo application designed to demonstrate production-ready architecture and enterprise development practices. It includes real business scenarios, modern UI, AI capabilities, security, reporting, and integration patterns that can be reused in your own enterprise projects.