Full Feature Set

Everything You Need

A complete, self-hosted CRM platform designed with simplicity, privacy, and full data ownership at its core.

Illustration of a product features overview

Why Choose Clientverse?

Most CRM apps force you to choose between convenience and privacy. Clientverse gives you both. Built from the ground up for self-hosting, it delivers a modern, responsive experience while keeping your data exactly where it belongs - on your server. Whether you're a freelancer tracking clients or an organization managing sales pipelines, Clientverse adapts to your needs without compromise.

Contact Management

Store and organize all your contacts in one place. Track companies, individuals, and their relationships with detailed profiles and interaction history.

Deal Pipeline

Visualize and manage your sales pipeline through clear deal stages. Track deal progress, expected revenue, and close dates to stay on top of every opportunity.

Activity Tracking PREMIUM

Log calls, meetings, emails, and notes against any contact or deal. Keep a complete timeline of every interaction to never miss a follow-up.

Reports & Analytics PREMIUM

Gain insights into your sales performance with built-in reports and analytics. Track conversion rates, revenue forecasts, and team productivity.

Multi-User with Roles

Create separate accounts for your team with role-based access control. Assign admin or user roles to keep data secure and organized.

REST API

Integrate Clientverse with other applications using the built-in REST API. Automate workflows and build custom integrations with external tools.

Calendar & Scheduling PREMIUM

Schedule and manage appointments, follow-ups, and deadlines with built-in calendar support, so your team always knows what is coming up next.

Custom Fields PREMIUM

Tailor Clientverse to your business by adding custom fields to contacts, deals, and companies. Capture the data that matters most to you.

CSV Import/Export PREMIUM

Easily migrate your data in and out of Clientverse with CSV import and export. Move from another CRM or create backups with a single click.

Email Logging PREMIUM

Log email correspondence against each contact and deal so your whole team has the full communication history in one place.

Task Management PREMIUM

Create and assign tasks linked to contacts and deals. Set due dates, priorities, and reminders to ensure nothing falls through the cracks.

Search

Instantly find customers, deals, projects, and contracts with built-in search across your CRM data. Never lose track of a lead again.

Responsive Design

Access your CRM from any device - desktop, tablet, or phone. The interface adapts seamlessly to any screen size for on-the-go productivity.

Lightweight

Minimal resource requirements mean Clientverse runs smoothly even on basic shared hosting. No heavy frameworks or dependencies needed.

Built for Speed

Clientverse is engineered to be lightweight and fast. With minimal server requirements and no heavy framework dependencies, it loads quickly and runs smoothly - even on basic shared hosting.

Grows with You

From solo freelancers to growing sales teams, Clientverse scales effortlessly. Add users, customize pipelines, integrate via the REST API - the platform adapts to how you work.

Community Driven

Clientverse is actively maintained and shaped by its community. Every feature request, bug report, and contribution helps make it better for everyone.

Premium Services

Unlock the Full Potential

Buy managed hosting, white label licensing, or technical support online - and request a quote for the rest.

Managed Hosting White Label Technical Support Custom Development Data Migration