13 — Deployment
Deploy anywhere.
Own everything.
Whether you're running a small VPS or enterprise cloud infrastructure, SelfCRM is designed to deploy on your environment.
No platform restrictions · No vendor lock-in
01 — Deployment journey
From purchase
to production.
Own it
Purchase
Choose a plan and complete secure checkout.
Receive source code
Private repository access under your organization.
Stand it up
Free initial deployment
Our engineers deploy the first instance for you.
Configure environment
Environment variables, secrets, and reverse proxy.
Wire it in
Connect Meta
Wire your Meta Business number to the Cloud API.
Configure AI
Add your OpenAI or Anthropic key — stays on your server.
Run it
Go live
Team invited. Workspace live. First conversation.
Grow
Extend, customize, scale — on your schedule.
02 — Infrastructure
Choose your
infrastructure.
AWS
EC2, RDS Postgres, S3-compatible storage.
Azure
VMs, Postgres flexible server, blob storage.
Google Cloud
Compute Engine, Cloud SQL, GCS.
DigitalOcean
Droplets and managed Postgres.
Hetzner
Cost-effective EU compute and storage.
Contabo
Budget-friendly dedicated VPS.
Railway
Managed Postgres and Node runtimes.
Render
Managed web services and workers.
Coolify
Self-hosted PaaS on your own boxes.
Docker
Reproducible container images.
Ubuntu VPS
Any Linux host with SSH access.
Bare metal
Rack in your office, on your VLAN.
03 — System requirements
Everything you need,
nothing exotic.
- 01REQ / RUNTIME
Node.js
v20 LTS or newer.
- 02REQ / DB
Postgres
v15 or newer for the primary datastore.
- 03REQ / PROXY
Nginx
Reverse proxy with TLS termination.
- 04REQ / PROC
PM2
Process manager for Node workers.
- 05REQ / TLS
SSL certificate
Let's Encrypt or your own CA.
- 06REQ / DNS
Domain
A subdomain pointed to your host.
- 07REQ / META
Meta Business account
Your own Business Manager and phone number.
- 08OPT / AI
AI API key
OpenAI or Anthropic. Optional.
- 09REC / OS
Ubuntu server
22.04 LTS recommended.
04 — Configured for you
Everything
configured for you.
Free initial deployment
We'll deploy your first production instance.
SSL configuration
Secure HTTPS setup with automated renewals.
Reverse proxy
Nginx configuration and vhost templates included.
Environment configuration
Assistance with env variables and production setup.
05 — Production architecture
Production-ready
architecture.
Internet
Domain
Nginx
SelfCRM backend
Postgres
Meta Cloud API
AI provider
Backups
# Sample production stack - nginx → TLS termination + reverse proxy - pm2 → cluster mode, N workers - node → SelfCRM backend (v20 LTS) - pg → Postgres 15 (managed or self) - cron → nightly pg_dump → S3-compatible - meta → Cloud API, your BM account - ai → BYOK (OpenAI / Anthropic)
06 — Migration
Migration
made simple.
Already using another WhatsApp CRM?
We'll help you migrate your business — data, templates, and team — without disrupting live conversations.
Customer data
Import contacts, conversations, and notes from your current CRM.
Meta configuration
Move your WhatsApp number and templates cleanly to your BM.
Templates
Rebuild or import approved templates without downtime.
Business settings
Team, roles, working hours, and routing rules brought over.
Deployment guidance
Step-by-step handover across environments.
Engineering support
Hands-on assistance from our team during cutover.
07 — After deployment
Need help
after deployment?
Our engineering team remains available whenever you need additional functionality — training, support, or custom modules built directly into your installation.
- Average first reply
- Within 24 hours
- Support window
- 30–90 days, plan dependent
- Beyond that
- Available on demand
Engineering support
A real engineer replies.
Deployment issues, upgrade questions, edge cases — routed to the people who built the platform, not a ticket queue.
Custom development
Missing a module? We'll build it.
Bespoke features, integrations and workflows, shipped directly into your installation and yours to keep.
Training & onboarding
A live walkthrough for your team.
So day one feels like the tenth day — not a 40-page manual nobody reads.
Updates & security
Patches, on your schedule.
New releases and security fixes are yours to pull whenever you're ready — never a forced update.
08 — Deployment FAQ
Questions,
answered plainly.
Q.01How long does deployment take?+
For most environments, the first production deploy takes a few hours end-to-end — provisioning, TLS, Meta connection, and smoke tests. Complex network setups can take a day. We handle it during your free initial deployment window.
Q.02Do you deploy the platform for us?+
Yes. Every plan includes a free initial deployment performed by our engineering team on the infrastructure you choose.
Q.03Can I deploy on my own server?+
Yes. SelfCRM is designed to run on any Linux server you control — VPS, dedicated host, private VPC, or bare metal inside your office.
Q.04Can I migrate later?+
Yes. SelfCRM is standard Node.js and Postgres. Migrating to a new provider is a database dump, a repository clone, and updated environment variables.
Q.05Can I change hosting providers?+
Yes, at any time. Ownership means portability — there are no proprietary formats or provider-specific dependencies.
Q.06Do I need Docker?+
No, but it helps. Docker images are provided for reproducible deploys; if you prefer PM2 on Ubuntu, that's fully supported too.
Q.07Can I use shared hosting?+
No. SelfCRM requires a server where you can run Node.js processes and connect to Postgres — shared hosting doesn't provide that.
Q.08What if I need engineering help?+
Support is included per your license, and our team is available for custom work, integrations, and infrastructure guidance whenever your business grows.