The CRM that writes the quote, sets up the project and your AI agent can use too. Companies, requests, offers and projects in one database, one audit trail.
Runs on your server: MongoDB, Redis, S3-compatible storage and SMTP are all it needs.
Companies, contacts, requests, offers and projects: one database, one interface, one audit trail.
Portal CRM by the numbers
69
MCP tools for Claude, Cursor and Codex
20
Public REST endpoints
7
Quote document block types
4
Currencies, TL value at the TCMB rate
0
Passwords: email code or Google sign-in
1
Server: single-machine install
What happens in a day
Every step is real product behaviour. A lead from the web form is a project by the evening and backed up overnight.
The lead is matched to an existing company and contact by email or domain and opened as a request. The owner gets an email; a 3-business-day deadline that skips public holidays is set.
The sales rep moves the request on the shared Kanban, leaves a note on the company record and @mentions the team.
The quote builder suggests items from the catalog and generates the payment plan in one click; a branded TR/EN PDF comes out.
Setting "Quote sent" suggests a reminder. If there is no reply in 7 days, the system emails a follow-up every morning at 09:00.
The winning document is chosen for approval. The TL value is frozen at that day's TCMB rate; the company becomes an "Active customer".
The quote's scope is written into the project description. Delivery starts with tasks, subtasks, dependencies and time tracking.
Pipeline, win rate, revenue calendar and the team's logged time under a single date filter.
The database backup runs; admins get a report email in the morning.
Quote document builder
A block-based builder, live preview and a branded A4 PDF rendered on the server. It learns from every saved document; type an item name and the unit and price fill in.
Sections and items
Catalog-suggested item name, unit, unit price, quantity; compound units such as expert × day.
Summary
Subtotal, discount (amount or percent), VAT and total; placed wherever you need it.
Payment plan
Installments from a count and a date range, aligned to the nearest Monday.
Timeline
Project schedule and milestones as description and date rows.
Table
1-12 columns; text, date, number, currency and checkbox types.
Technical support
Duration, monthly fee and an upfront-payment discount; monthly periods aligned to weekdays.
Note blocks
Multi-line notes that learn from earlier documents.
Analysis and design
| Process analysisCatalog suggestion: unit and price filled in | expert × day | 2 × 5 | 150.000 ₺ |
| Interface design | day | 8 | 96.000 ₺ |
| Project management | month | 3 | 90.000 ₺ |
Six catalogs are learned from every saved document; unit and price suggestions come from your own past quotes. Memory, not a model.
The DOC code stays fixed and the version suffix appears only from the second version. In-place edits and deliberate revisions are separate; a cancelled document leaves the totals and can be restored.
Preview and PDF come from the same HTML template. Logo, letterhead, tax details, foreword, watermark and page numbers on the cover.
With 13 MCP tools, Claude or Cursor writes and edits the quote document. If the offer is "Ready", the tool opens a new revision on its own and says so.
AI agent
The built-in MCP server exposes 69 tools. Claude, Cursor and Codex open requests, write quote documents, set up projects and log time. Every action lands in the audit trail.
1.Add the connector
In Claude.ai go to Settings → Connectors → "Add custom connector" and paste the portal's MCP address.
2.Discovery over OAuth 2.1
Claude discovers the portal by itself; there is no token to copy.
3.Grant access
Sign in to the portal and choose "Allow". One connector reaches every workspace you belong to.
For Cursor, Claude Code and Codex: a ready JSON config to copy and paste.
›Prepare a quote for the Acme request that came in from the website.
search_companies → create_request → list_units → create_offer → add_offer_document → update_offer_status → create_reminder
An offer linked to the request, in "Ready" state, with a follow-up reminder set for three days later.
›Draft a quote like last year's e-commerce one.
semantic_search → get_offer_document → copy_offer_document → update_offer_document
The similar document is found, copied and repriced. If the offer is "Ready", a new revision is opened.
›Collect what I need to follow up today and leave a note on each.
list_follow_up_requests → list_overdue_requests → get_request → add_note → create_reminder
Overdue and follow-up requests are annotated and reminders are set.
Three permission scopes: Read (25 tools), Write (36), Quote generation (8). A tool the token cannot see is not even listed.
An approved offer never changes silently
For an approved offer or a winning document the tool opens a new revision and says so in its reply.
A blocked task cannot be "Done"
A task with an open blocker stays open; the agent receives the blocker list and the user decides.
Live schema
A request status you add today is available to the agent immediately.
Every action in the audit trail
Every agent write passes the same validation as the UI and appears in the trail as "MCP: token name" or "Claude (OAuth)".
AI chat
The in-product chat panel uses the same 69 tools. Every answer rests on real records; every action you start is written to the audit trail.
The chat panel does not make text up: it calls a tool, reads the record and shows the result.
Talk through agent scenariosRequest management
Every lead opens with an automatic number and a 3-business-day deadline and moves along a shared Kanban. The rate is frozen at close; follow-up runs on its own.
New
R2026-0041
ERP integration
3 business days · USD
In discussion
R2026-0038
Maintenance contract
Owner: Deniz · TRY
Quote sent
R2026-0033
Mobile app
DOC2026-0007 · EUR
Awaiting result
R2026-0029
Training package
Follow-up: tomorrow 09:00
Approved
R2026-0022
E-commerce project
Rate frozen · TRY
To set "Approved" you pick the winning quote document. Every won deal's amount is tied to a real document; 13 win reasons, 8 loss reasons.
The TCMB rate and the TL value are written onto the request. Past reports do not move with today's rate.
Approval makes the company an "Active customer"; a lost close cancels open reminders; "Awaiting revision" sends linked offers back to draft.
Hourly alerts for overdue requests; a follow-up email every morning once a quote has been out for 7 days; "Quote sent" becomes "Awaiting result" after 24 hours.
Projects and tasks
A won request becomes a project in one click; the winning quote's scope is written into the project description. Dependencies, subtasks and time tracking live in the same place.
Company, contact and description carry over; the winning document's sections and items are written to the project as "Quote scope".
A task with an open blocker will not drop into "Done", not even by drag; circular dependencies are rejected; when the blocker clears, the owner is notified.
Grouped list, WIP-limited Kanban and monthly calendar show the same tasks; template projects are copied with their task tree.
Minutes logged on a task, spent-versus-estimate, a per-day chart on the project, time by project on the dashboard. No separate timesheet tool.
Interface
Several records and forms open at once; minimise to the dock; every open record is a shareable link; a ⌘K command palette.
A stack of drawers
Every record opens in a drawer sliding in from the right; several details stack, several forms stay open independently.
Minimising loses nothing
Open windows become chips in the bottom bar. Unsaved form text is kept; the chips come back after a page reload.
Every open record is a link
Whoever clicks the link in an email lands on exactly that record stack after signing in.
⌘K and semantic search
Pages and every record from one palette; the "Related (semantic)" group finds 9 record types by intent. Without a key it simply switches itself off.
Records
Related (semantic)
ERP integration · Quote sent
From the payment plans of approved offers; TL value at the TCMB rate.
Dashboard and revenue projection
Dashboard, timeline and revenue projection under one date filter. The numbers are clickable, the rate is official, the projection comes from the payment plans of approved offers.
No dead numbers
Every card on the dashboard either opens a filtered list or the record's drawer; 18 chart cards, a 36-month trend.
TL values at the TCMB rate
USD, TRY, EUR and GBP totals kept apart; the rate is fetched every business day at 16:15 and the screen warns when it is stale.
The revenue projection is a calendar
Only the installments and support periods of approved offers' winning documents; cancelled and unreachable deals do not count as losses.
Your product
Portal CRM is not bound by the "as is" limit of a packaged SaaS. Internative owns the source code; we shape it with you around your needs.
A Flutter mobile app that uses the same account and the same data as the web interface.
Fields, business rules, integrations, reports and the interface are adapted in code. We define the scope together in the discovery call.
Internative: since 2017, 100+ enterprise clients, 400+ projects.
On-prem and security
Installed on a single machine. Database, files, audit trail and email logs stay on your infrastructure; the backup restores without the product.
With the key left empty the feature switches itself off; the product still starts in full.
Sign-in with a 6-digit email code or Google Workspace; a sign-in from a new device sends an alert with device, browser and IP.
Every change with who, when and from where (portal, API, MCP); old and new value per field.
Settings → Backup: frequency, time, 7-90 day retention, "Back up now". The archive goes to your S3 bucket and restores with mongorestore.
All data lives in your MongoDB and your own S3 bucket; the only thing that leaves, if you turn it on, is the embedding for semantic search.
Integration
A 20-endpoint public REST API and a website lead form; MCP for the offer, project and task modules. The in-app documentation gives a curl, JavaScript and C# sample for every endpoint.
REST API
With x-api-key: companies, contacts, requests (status changes included), notes, financial summary, current rates and duplicate checks.
Website lead form
Find or create the company, attach the contact and open the request in one call; with file attachments and duplicate detection.
MCP: every module
Offers, quote documents, projects and tasks through MCP tools; REST covers companies, contacts, requests, notes and finance.
curl -X POST https://crm.example.com/api/v1/public/website-lead \
-H "x-api-key: $PORTAL_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"company": { "name": "Acme", "website": "https://acme.com" },
"contact": { "firstName": "Deniz", "lastName": "Kaya", "email": "deniz@acme.com" },
"request": { "title": "ERP integration", "source": "website" }
}'Website lead form: company + contact + request, one POST.
FAQ
No. It is installed on your own server; one machine is enough. Database, files and audit trail stay on your infrastructure.
Only if you enable semantic search: record text goes to OpenAI for embedding. Off, nothing leaves. Over MCP, data goes to the agent you connected.
A publicly reachable HTTPS address for the portal's MCP endpoint. Local clients such as Cursor and Claude Code do not need one.
Scheduled under Settings → Backup; the archive is written to your S3 bucket and restores with mongorestore, without the product. The backup covers the database; the file bucket is backed up separately.
Admin and Member. Admins manage users, definitions, company details, API/MCP keys and backups.
The interface in Turkish (default) and English; quote PDFs in TR/EN; emails in the recipient's language.
USD, TRY, EUR and GBP. TL values are calculated at the TCMB buying rate and frozen at close.
Yes. Internative owns the source code; fields, business rules, integrations and the interface are adapted in code to your needs. The scope is set in the discovery call.
We clarify the setup requirements and the customisation scope together; the demo runs on an example that resembles your data.
Internative: since 2017, 100+ enterprise clients, 400+ projects.
Request a demo
Tell us about your team and the tools you use today; we come back with a setup and customisation scope.