02 — Platform
One operating system.
Every business workflow.
SelfCRM is not a collection of disconnected tools. Every conversation, customer, automation, reminder, pipeline and AI workflow lives inside one platform — engineered to feel like a single product.
03 — Why SelfCRM exists
Everything connects.
Nothing repeats.
A WhatsApp conversation becomes a customer. That customer enters a sales pipeline. Tasks get assigned. Automations trigger the next step. The AI drafts a reply in your tone. Everything happens without switching applications — and without a single record being duplicated across four different tools.
Message
t+0
Contact
t+1
Pipeline
t+2
Task
t+3
AI reply
t+4
Deal won
t+5
04 — Interoperability
Built as modules.
Feels like one product.
One database. One authentication layer. One event bus. Every module reads and writes the same source of truth.
Shared identity
One customer record. Read by inbox, pipeline, broadcast and AI. No sync jobs. No duplicates.
Shared events
Every action publishes an event. Automations, webhooks and reports subscribe — never poll.
Shared surfaces
Same design system, same shortcuts, same terminology. Learn one module — you know them all.
05 — Module walkthrough
Twelve modules.
One continuous surface.
05.1 · Dashboard
See your business before your day starts.
- Realtime KPIs across every channel
- Cohort + funnel breakdowns
- Exportable to your warehouse
05.2 · Inbox
Every customer. One place.
- Unified across numbers and agents
- Assignments, SLAs, private notes
- Keyboard-first triage
05.3 · Contacts
Your customer database. Not Meta's. Yours.
- Unlimited attributes and segments
- Full history, exportable any time
- Lives in your own database
05.4 · Pipeline
Revenue becomes visible.
- Unlimited custom stages
- Rules on every transition
- Attribution to source campaign
05.5 · Broadcast
Reach everyone without leaving your CRM.
- Meta-approved template flows
- Segment by any CRM attribute
- Delivery, read and reply attribution
05.6 · Automation
Stop repeating work.
- Visual builder + code escape hatch
- Retries, dead-letter, replay
- Audit log for every run
05.7 · Ask AI
Your ChatGPT, inside SelfCRM.
- Ask questions, get answers, without switching tabs
- Bring your own OpenAI, Anthropic or local model
- Grounded in your own business knowledge base
05.8 · 24-Hour AI Agent
Your sales assistant that never sleeps.
- Talks to customers and moves them toward a sale
- Hands off to a teammate exactly when needed
- Keeps working while you're offline
05.9 · Catalogue
Sell without a website.
- Build and manage your product catalogue in the CRM
- Share it straight into a WhatsApp conversation
- No storefront, hosting or checkout page to maintain
05.10 · Media Sets
Turn WhatsApp into your storefront.
- Group products into shareable media sets
- One tap to send a curated set to a customer
- Built for how people actually browse on WhatsApp
05.11 · Custom Notifications
Keep your team on track.
- Custom alerts around teammates, tasks and follow-ups
- Nothing important slips through unnoticed
- Read / unread tracking per teammate
05.12 · Team & Roles
Configure once. Run forever.
- Owner, Admin, Agent and Viewer roles
- Pending invitations, tracked
- RBAC on every surface
06 — In practice
How teams actually use it.
01
Sales
"Closes twice as many demos before lunch."
02
Support
"First-response drops from hours to minutes."
03
Marketing
"Every rupee spent, traced to a conversation."
04
Operations
"The team stops copy-pasting between tabs."
07 — Architecture
Own every layer.
The entire stack — from the customer message, through the platform, down to backups on your S3 bucket — belongs to you. No subscription. No vendor lock-in. No mystery boxes.
Contract
Source code delivered as a Git repository. Yours to fork, modify, and deploy — permanently.
No license server. No phone-home. No feature flags controlled from our side. Cut the internet — SelfCRM keeps running.
Every dependency is yours to update. Every database migration is yours to review. Every log is written to your infrastructure.
08 — Engineering surface
Built for developers.
REST APIs
01Every module exposes a documented REST surface. Same auth as the UI.
Webhooks
02Subscribe to any event. Signed payloads. Retry with exponential backoff.
Docker deploy
03docker compose up. Production in under an hour on your own box.
Env variables
04Every knob is an environment variable. No hidden runtime config.
Self hosting
05Bare metal, EC2, DigitalOcean, Railway, Fly, Hetzner — your call.
Git repository
06Full source in a private Git repo. Fork, branch, PR, merge — normally.
MIT-style license
07Modify freely. Redistribute inside your organization — it's your codebase now.
Mobile app
08Native iOS and Android access — same account, same data, on Growth and up.
RBAC
09Roles, permissions, per-workspace scopes. Enforced in the API, not just the UI.
Workspaces
10One deployment. Many isolated tenants. Shared platform, separate data.
API docs
11OpenAPI spec + Postman collection ship with the source.
Bring your own AI
12OpenAI, Anthropic, Groq, Ollama — plug in a key, we route nothing.
09 — AI architecture
Your provider.
Your keys.
The AI layer never routes through SelfCRM. Your API key. Your quota. Your privacy policy. Your invoice from OpenAI, Anthropic, Groq, or the model running on your own GPU.
- Bring your own key — zero margin, zero markup
- RAG over your own knowledge base
- Drafts replies for human review — never auto-sends
- Swap providers with one env var
Customer message
arrives via Meta webhook
Your server
receives, stores in your postgres
RAG lookup
against your knowledge base
AI provider (your key)
generates draft — direct call
Agent review
human approves or edits
Reply sent
logged in your database
// .env
AI_PROVIDER=openai
AI_MODEL=gpt-4o-mini
AI_API_KEY=sk-••••••••••••
// swap providers → change two lines
10 — Security & privacy
Private by construction.
Because the platform runs entirely on your infrastructure, privacy is not a feature we sell — it is a consequence of the architecture.
01
Your infrastructure
The platform runs on your servers, in your region, under your compliance framework.
02
Zero telemetry
No usage pings. No error reports to us. No feature flags controlled from outside.
03
Row-level auth
Every query is scoped to a workspace and a role — enforced at the database layer.
04
Encrypted at rest
Sensitive fields encrypted with your key. Rotate any time without downtime.
05
Audit log
Every mutation carries an actor, timestamp and diff. Exportable to your SIEM.
06
SSO ready
SAML and OIDC connectors ship in the box. Bring Okta, Google, Azure — your identity provider stays yours.
11 — Custom development
Need something custom?
Modules, integrations and bespoke workflows — built by the same engineers who built the platform. Available after purchase.
Purchase platform
License activated. Repo access delivered within 24 hours.
Book engineering
Choose a block — 20, 40 or 80 hours — with a dedicated engineer.
Feature planning
We spec the work together. Written brief. Timeline. Acceptance criteria.
Development
Built in a branch of your repo. Daily updates. No black boxes.
Testing
Staging deploy on your infra. You test. We iterate.
Delivery
Merged, deployed, documented. Yours forever.
12 — The economics
The platform never expires.
Traditional SaaS
Rented software
SelfCRM
Owned platform
13 — The offer