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.
Importing Contacts From CSV Without Creating Duplicates
A practical procedure for CSV imports into a CRM: cleaning the file first, choosing a matching key, importing in stages, and what to do when duplicates appear anyway.
Backing Up Your CRM Database Properly
A backup you have never restored is not a backup. What to back up in a self hosted CRM, how often, where to put it, and how to prove it works.
Choosing a Server for a Self Hosted CRM
How much server a small CRM actually needs, when shared hosting is fine, when to move to a VPS, and the specifications that matter more than CPU count.
What Self Hosted Actually Means for a CRM
Self hosted is used loosely in CRM marketing. Here is what it means concretely: where the data sits, who can read it, who can switch it off, and what you take on in exchange.
Clientverse 1.0.1-beta.1 Is Available
The first beta of Clientverse 1.0.1: single-line list rows with truncated cells, a fix for cells overflowing their card, and a Docker setup that no longer leaves root-owned files behind.
Clientverse 1.0.1-alpha.1 Is Available
A first alpha of Clientverse 1.0.1, focused on making list tables usable on phones and tablets, plus a fix for wrong URLs behind a reverse proxy via the new TRUSTED_PROXIES setting.
Your Customer Data Should Belong to You: The Case for Open-Source CRM
Access is not the same as ownership. Four questions that test who controls your customer data, what actually lives in a CRM database, how a self-hosted open source CRM ends vendor lock-in, and the responsibilities that come with it.
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.