Introduction

Welcome to Clientverse - an open source, self-hosted CRM designed to help you manage contacts, deals, and customer relationships with full data ownership.

What is Clientverse?

Clientverse is an open source, self-hosted Customer Relationship Management (CRM) application that runs on your own server. It provides an intuitive interface for tracking contacts, companies, deals, and activities. Because it's self-hosted, your customer data stays entirely under your control - no third-party services involved.

Key Concepts

Contacts

Contacts are the core of Clientverse. Each contact record stores essential details such as name, email, phone number, company, and tags. Contacts can be linked to companies and deals to give you a complete view of every relationship.

Companies

Companies represent the organizations your contacts belong to. You can associate multiple contacts with a single company, track company-level deals, and maintain notes about each organization.

Deals

Deals track your sales opportunities through your sales pipeline. Each deal has a stage (Lead, Qualified, Proposal sent, Won, Lost), an expected value, and a close date. Move deals through stages as they progress to keep your pipeline up to date.

Activities

Activities let you log interactions with contacts and companies, such as calls, emails, meetings, and tasks, alongside a complete timeline of every interaction.

Getting Started

Once your administrator has set up Clientverse, you can:

1. Log in with the credentials provided by your admin
2. Create your first contacts and companies
3. Start tracking opportunities in your deal pipeline
4. Add notes to record key interactions

Browser Compatibility

Clientverse works best with modern, up-to-date browsers. Supported browsers include:

• Google Chrome (v80+)
• Mozilla Firefox (v78+)
• Microsoft Edge (v80+)
• Apple Safari (v13+)

Continue to Initial Configuration to learn how to set up your account preferences.