Everything you need
before deployment.

04.01 · Getting started

What SelfCRM is — and what it isn't.

SelfCRM is a production-grade WhatsApp CRM platform delivered as source. It is purchased once and deployed on your own infrastructure. It is not a subscription, not a hosted SaaS, and not a template.

04.02 · Installation

Deploy in 30 to 60 minutes.

SelfCRM ships as a Docker Compose bundle with a documented environment file. Every value has a sane default. A live engineer will pair with you during initial deployment — included with every purchase.

04.03 · Dashboard

One glass for the whole business.

Revenue, response time, message volume, pipeline movement and per-agent performance — updated in real time and scoped to the viewer's role.

selfcrm / dashboard

Purpose

• Business overview at a glance
• Live metrics across every channel
• Quick actions to the most-used flows
• Conversation and pipeline analytics
• Activity monitoring per agent

Business value

Business value

Managers understand business performance without opening a second tool. Owners see the health of the business in the first minute of the day.

Technical notes

Technical notes

Role-based widgets. Workspace-aware. Real-time updates over websockets.

04.04 · Inbox

Every customer. One place.

A unified conversation surface across every WhatsApp number, agent and workspace — with assignments, SLAs, internal notes and keyboard-first triage.

selfcrm / inbox

Purpose

• Unified conversation management
• WhatsApp communication in a native inbox
• Customer assignment and SLAs
• Internal collaboration and notes
• Reply drafting with templates
• AI-assisted suggestions

Business value

Business value

Teams respond faster while keeping every customer conversation organised, assigned and auditable.

Technical notes

Technical notes

Supports Meta Cloud API. Workspace isolated. Assignment-ready with round-robin, load-balanced or manual modes.

04.05 · Contacts

Your customer database.

Every conversation writes to a contact record in your own PostgreSQL — not a vendor database. Full history, unlimited attributes, exportable any time.

selfcrm / contacts

Purpose

• Central customer database
• Tags and segments
• Custom fields per contact type
• Import from CSV and CRM
• Export to CSV, warehouse or webhook
• Full-text search

Business value

Business value

Own your customer data instead of depending on external platforms. Move providers without losing a single record.

Technical notes

Technical notes

Lives in your Postgres. Schema is documented and stable. Every field is queryable via the REST API.

04.06 · Pipelines

Revenue becomes visible.

A drag-and-drop pipeline with unlimited stages, per-deal custom fields and rules that fire on every transition. Attribution flows back to the originating conversation.

selfcrm / pipelines

Purpose

• Configurable sales stages
• Drag-and-drop deal management
• Deal tracking with owners and due dates
• Revenue forecasting per stage

Business value

Business value

Turn conversations into measurable revenue. Every won deal is traceable to the message that started it.

Technical notes

Technical notes

Unlimited stages, unlimited pipelines. Every transition emits a workspace event that automations can subscribe to.

04.07 · Broadcasts

Reach everyone from your own platform.

Approved Meta templates, audience segmentation from any CRM attribute, and delivery, read and reply attribution — all from inside your SelfCRM installation.

selfcrm / broadcasts

Purpose

• Meta-approved template flows
• Bulk campaigns to segments
• Audience selection by any attribute
• Campaign history and reports

Business value

Business value

Reach customers directly from your own platform, on your own schedule, without paying per message beyond Meta's own fees.

04.08 · Automations

Codify the flows you keep re-explaining.

Event-based workflows built in a visual builder — triggers, filters, branches and actions, with retries, dead-letter and audit logs on every run.

selfcrm / automations

Purpose

• Event-based workflows
• Welcome messages on first contact
• Lead qualification via forms and tags
• Follow-up reminders
• Slack / email / webhook actions

Business value

Business value

Reduce repetitive work while improving response time. Every rule the team writes is a permanent capability.

Technical notes

Technical notes

Runs inside your infrastructure. Retries with exponential backoff. Every run is auditable and replayable.

04.09 · AI Agents

Your provider. Your keys. Your policies.

Bring your own OpenAI, Anthropic or local model. The AI reads your knowledge base and drafts replies in your tone — the request goes directly from your server to the provider, never through us.

selfcrm / ai

Purpose

• Bring your own API key
• OpenAI, Anthropic, Groq, Ollama
• Knowledge base with RAG retrieval
• Draft replies for human review
• Provider-side usage analytics
• Prompt playground for tuning

Business value

Business value

Keep complete control over which AI provider you use, which model you run and who receives the invoice. Swap providers by changing one environment variable.

Technical notes

Technical notes

API keys remain in your environment. Requests go directly to the provider — zero routing through SelfCRM. Drafts never auto-send.

04.10 · Settings

Configure once. Operate confidently.

Workspace, branding, teams, roles, templates, Meta credentials, AI keys, currency, custom fields — every surface is a settings screen, not a database migration.

selfcrm / settings

Purpose

• Workspace configuration
• WhatsApp templates and fields
• Team members and roles (RBAC)
• Meta business credentials
• AI provider API keys
• Currency and locale
• Custom fields per entity

Business value

Business value

Configure the platform once at deployment; operate confidently forever. Nothing important is buried in code.

04.11 · API & Webhooks

Every entity, every action, every event.

SelfCRM exposes the same REST surface the UI uses. Every entity is readable and writable. Every action publishes a signed webhook you can subscribe to.

04.12 · Deployment

Own every layer of the stack.

From the customer message down to nightly backups on your S3 bucket — every layer belongs to you. Nothing depends on a SelfCRM-hosted service to keep working.

04.13 · Customization

Your business isn't standard. Your software shouldn't be either.

Every purchased installation can be extended by our engineering team — modules, integrations and workflows built inside your repository, delivered as merged pull requests.

04.14 · FAQ

Buyers ask these first.