08 — Getting started
Your first 30 minutes with SelfCRM.
A guided checklist. Check off each step as you go — your progress is remembered locally.
Progress
0/8
- ~ 5 min
Step 01Download source code
Grab the latest verified release from your portal.
- ~ 15 min
Step 02Review deployment guide
Read through the production checklist.
- ~ 30 min
Step 03Configure server
Node 20+, Postgres 15+, Nginx or Caddy.
- ~ 20 min
Step 04Connect Meta
Business Manager, phone number, tokens.
- ~ 10 min
Step 05Configure AI
Add your OpenAI, Anthropic, or Gemini keys.
- ~ 20 min
Step 06Deploy SelfCRM
Run migrations, seed, start services.
- ~ 10 min
Step 07Invite team
Create roles, invite operators and admins.
- ~ 5 min
Step 08Go live
Enable production numbers and start receiving.