Contacts & deals
People and companies with custom fields, tags, CSV import with dedupe preview, Postgres full-text search, and Kanban + table pipeline views.
Built for small teams, not enterprise sales orgs.
One dashboard, eight reports, code-defined automations, and a contact timeline that is also your inbox. Scope is deliberate.
Scheduling links
Public booking pages per user — Calendly-style event types, conflict checking, automatic contact creation, and timeline events on book.
Email in context
Threaded conversations on the contact timeline, templates with {{contact.*}} variables, and optional tracking when you want it.
Forms & webhooks
Hosted forms at /f/<slug>, embed snippets, and POST /api/v1/forms/<slug> for Zapier, n8n, or your own stack.
Code-defined automations
automations.ts in your data directory with triggers like onEmailReceived and onStageChanged — assign owners, tag, send email, score, webhook.
Eight opinionated reports
Pipeline by stage, conversion funnel, win/loss, revenue by month, contacts by source, and more — each exports to CSV; PDF via background worker.
Three foundations
One-command self-hosting
A single curl brings up Postgres, the app, and Caddy with automatic TLS. Secrets are generated, backups are scheduled, and you get an admin invite link — usually in under a minute on a fresh VPS.
Unified inbox + CRM
Email, calendar events, notes, call logs, and form submissions land in one chronological timeline on the contact record. No communications tab — the contact view is the inbox.
AI-native, privacy-respecting
Smart compose, lead scoring, natural-language search, signature enrichment, and meeting summaries — each workspace picks Local (Ollama), BYO API key, or Off. Every call is logged; you can browse and purge the audit log.
Out of scope for v1: teams above ~25 users, territory management, commission tracking, dashboard builders, and plugin marketplaces.