News, guides, and product updates
Release notes, practical how-tos, and the thinking behind Clientverse. Follow along as we build a privacy-first, self-hosted CRM in the open and share what we learn about running it on your own terms.
How Sales Work in Clientverse
A practical walkthrough of how Clientverse tracks sales: deal records, the five pipeline stages, expected value, converting won deals into contracts and projects, and the REST API.
5 Ways a CRM Saves You Time Every Single Day
Discover how the right CRM eliminates repetitive manual work, reduces context-switching, and gives your team back hours every week.
How to Manage Customer Relationships Efficiently: 10 Best Practices
A practical guide to improving customer relationship management with 10 proven best practices and how Clientverse supports each one.
The Problems Clientverse Aims to Solve
A look at the core goals behind Clientverse - data ownership, freedom from vendor lock-in, predictable costs, simplicity, and a CRM that respects both your customers and your team.
Clientverse Demo Site Is Live
We have launched an official demo instance of Clientverse at demo.clientverse.org so you can explore the CRM without installing anything.
Introducing the New Clientverse Website
We have launched a brand new website for Clientverse with comprehensive documentation, a features overview, premium services, and much more. Come take a look around.