CRM & Sales Pipeline Automation
Stop losing leads in the fog of manual tracking. Our AI-Native CRM solutions are built on powerful open-source platforms — giving you full ownership, zero vendor lock-in, and unlimited customization potential.
🚀 Why Open-Source CRM Architecture?
Proprietary CRM platforms lock you into expensive subscriptions, limit your data ownership, and force you into rigid workflows. We deploy and customize battle-tested open-source solutions that scale with your business and remain fully under your control.
🏗️ The Open-Source Stack
Twenty CRM — Your Sales Command Center
- Modern, self-hosted CRM with a clean, Notion-inspired interface.
- Fully customizable pipeline stages tailored to your exact sales process.
- The open-source alternative to Salesforce — without the enterprise price tag.
- REST & GraphQL API for seamless integration with any tech stack.
Chatwoot — Omnichannel Inbox
- Unified inbox for Email, Live Chat, WhatsApp, Instagram, Facebook, and Telegram.
- AI-assisted reply suggestions to speed up agent response times.
- Full conversation history synced to your CRM records.
- Self-hosted deployment for complete data privacy and compliance.
Rocket.Chat — Team & Customer Messaging
- Fully self-hosted team communication platform with enterprise-grade security.
- AI capabilities for message summarization, smart search, and automated routing.
- Omnichannel customer messaging integrated directly into your support workflow.
📦 Service Deliverables
Custom CRM Architecture
- Pipeline design mapped to your specific business model and sales stages.
- Custom fields, tags, and automation rules configured from day one.
- Role-based access control for sales, support, and management teams.
Omnichannel Integration
- Unified inbox connecting Chatwoot and Rocket.Chat to your CRM.
- Automatic lead creation from inbound messages across all channels.
- Conversation-to-deal linking for complete customer journey visibility.
Automated Lead Management
- Real-time sales stage monitoring with automated stage progression rules.
- Automatic lead distribution and assignment based on territory or capacity.
- Dormant lead detection and automated re-engagement sequences.
Lead-to-Cash Workflow
- End-to-end automation from first touchpoint to final payment.
- Invoice generation triggers linked to CRM pipeline stage changes.
- 100% self-hosted — your data never leaves your infrastructure.
🎯 Who Is This For?
- Sales-driven SMBs looking to professionalize their pipeline without enterprise costs.
- Digital Agencies that need a white-label CRM and client communication hub.
- Tech Companies requiring full data sovereignty and custom workflow automation.
Own Your Data, Own Your Pipeline: Book a strategy session to design your custom CRM architecture and eliminate manual sales tracking forever.
