Solutions

Everything You Need. Nothing You Don’t.

Odoo-powered CRM configured for your business — self-hosted, no per-seat fees, no vendor lock-in. Pick the modules you need; skip the ones you don’t.

Email Marketing
Campaigns, sequences, newsletters

Send campaigns directly from your CRM contact list. No third-party platform needed — every email, reply, and click is recorded against the contact record.

Drag-and-drop email builder
Automated drip sequences
Open, click, and unsubscribe tracking
Segmentation from CRM tags & stages
Learn More →
Helpdesk & Ticketing
Support queue, SLAs, customer portal

Give customers a portal to submit tickets and check status. Your team gets a queue with SLA timers, priority flags, and full CRM context on every ticket.

Customer self-service portal
SLA tracking & escalation rules
Linked to CRM contact & company records
CSAT surveys on ticket close
See Helpdesk Options →
Customer Portal
Branded self-service for your clients

Let customers log in to view quotes, invoices, project status, and support tickets — all under your brand, hosted on your server.

White-label login & branding
Quote & invoice access
Project milestone visibility
Document sharing & e-signature
Discuss Portal Setup →
Reporting & Dashboards
Revenue, activity, pipeline analytics

Real-time dashboards for sales managers and executives. Build custom reports on any CRM data without needing a BI tool.

Drag-and-drop dashboard builder
Revenue forecasting charts
Rep & team leaderboards
Scheduled PDF report delivery
See Dashboard Examples →
Custom Integrations
Connect your existing tools

Already using QuickBooks, Shopify, a scheduling tool, or a custom ERP? We build integrations that sync data without manual entry or duplicate records.

REST API & webhook support
QuickBooks & accounting sync
E-commerce & order management
Custom fields & workflows
Discuss Your Integrations →

Cloud-Free-CRM vs. Salesforce / HubSpot

The same features. None of the monthly per-seat fees. Your data stays on your server.

Feature Cloud-Free-CRM Salesforce HubSpot
Sales pipeline & lead management✓ Included
Email marketing✓ Included+ add-on+ add-on
Helpdesk & ticketing✓ Included+ Service Cloud+ add-on
Customer portal✓ Included+ Experience Cloud+ add-on
Per-seat monthly feesNone — flat setup$75–$300/user/mo$50–$120/user/mo
Data ownershipYou own it, on your serverSalesforce cloudHubSpot cloud
Vendor lock-inNone — open source baseHighHigh

See It Running for Your Business

Every implementation is configured to your workflow. Schedule a demo and we’ll show you the CRM set up for your industry and team size.

Schedule a Demo