Colloqui CRM is a self-hosted CRM — companies, people, leads, and opportunities across multiple pipelines. Your customer relationships live on your own server, with no per-seat pricing and no vendor cloud.
Hosted CRMs charge per seat, per month, forever — and your customer list lives in their cloud. Colloqui CRM runs on your own hardware, for your whole team, with your data under your control.
FastAPI + PostgreSQL in one Docker image — API and web app together. Stand it up on a NAS or any box with Docker, with nightly database backups built into the stack.
CSV import understands Copper's export formats — people, leads, companies, and opportunities, custom fields included — with duplicate detection and per-row merge decisions.
Connect it to your self-hosted Colloqui server: task assignments post to a #tasks channel, and due tasks DM the assignee. Your CRM and your chat, on your terms.
Google Workspace integration through your org's own OAuth client: read-only contacts import and calendar sync, with events surfacing on the right person and company pages.
Everything a working pipeline needs — without the per-seat bill.
Rich contact and company records with emails, phones, socials, websites, and relationship history.
Track leads and win opportunities across multiple pipelines, each with its own stages.
Assign tasks with due dates; they flow into Colloqui chat and push to the iOS app when it lands.
Note every interaction and organize records with tags you can filter on anywhere.
Model what matters to your business with custom fields, then save the filters you use daily.
Both of Copper's export shapes import cleanly — with duplicate detection and merge control.
One click connects your Colloqui server — tasks post to #tasks and due items DM the assignee.
Contacts import and calendar sync through your own OAuth client — events land on the right records.
Per-user accounts with hardened sessions and optional TOTP two-factor authentication.
Every contact, deal, and note lives in your own PostgreSQL database with a nightly backup sidecar — not in a SaaS vendor's cloud. Integrations run through your own credentials: your Colloqui server, your Google OAuth client.
No per-seat pricing, no data mining, no lock-in. Install it as a PWA on any device — and a native iOS app is on the way.
You need Docker with Compose. One image serves the API and the web app, and database migrations run automatically at container start.
Set a database password, secret key, and your public URL.
One compose command brings up Postgres, the app, and nightly backups.
The first visitor walks through creating the initial admin account — do it before exposing the URL.
Works great on a Synology NAS with docker-compose.portainer.yml — Postgres, the app, and a nightly pg_dump sidecar with retention.