SelfCRM
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01Industries — B2B Services & Agencies

Qualify the deal before your salesperson joins the call.

Present your services, case studies and packages through Media Sets, then let a 24-Hour AI Agent understand what the business needs and collect requirements before your team gets involved.

24-Hour AI AgentMedia SetsOne-time purchaseSelf-hosted

02Media Sets

Your case studies and packages, one tap away.

Group services, past work, case studies and packages into Media Sets. One tap sends a credible, curated overview instead of a scattered set of PDFs and links.

Media Sets for b2b services & agencies

  • Service packages & pricing tiers
  • Case studies & past work
  • Client testimonials
  • Process / how-we-work overview
  • Portfolio by industry

0324-Hour AI Agent

From "hello" to
booked, without a wait.

01

Show everything, in one tap

Services, past work, case studies and packages go out as a Media Set the moment a prospect reaches out.

02

Understand what they actually want

The AI Agent understands what the business needs and collects requirements before your salesperson ever joins the conversation.

03

Answer instantly, any time

It qualifies the enquiry based on budget, timeline and project requirements — so your sales team only spends time on real opportunities.

04

Book it, then hand off

It books a sales call directly and sends your team the complete conversation, not just a name and phone number.

04Why this fits

Why b2b services & agencies businesses
choose to own it.

01

Customize the qualification flow

Full source code means you can shape the intake and qualification questions to match exactly how your sales process actually works.

02

Portfolio updates instantly, everywhere

Add a new case study once — it's live in every future conversation via Media Sets, no re-sending decks.

03

You own the pipeline data

Every enquiry, qualification note and conversation lives on your own server — no vendor sitting between you and your deal flow.

04

Connects to your existing sales stack

API and webhook access on Enterprise lets you plug this into the tools your sales team already uses.

05 — The economics

One payment. No per-seat billing. Your server, your data.

06Common questions

Before you switch.

08Get started

See it working for
b2b services & agencies.

Free setup, complete source code, deployed on your own server — starting at ₹49,999, one time.

  • One-time lifetime license
  • Complete source code
  • Self hosted
  • Unlimited users
  • Unlimited ownership
  • Free initial deployment
  • Engineering support
  • Official Meta Cloud API
  • Bring your own AI keys
  • Your database
  • Your server
  • Your customer data
  • No monthly platform fees
  • No vendor lock-in
  • Deploy anywhere
  • AI Agent included
  • Custom development available
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