The CRM you own, from first call to paid invoice.
Sales, service, billing and automation in one fast, self-hosted app. Your data in your database, every screen in code you can read.
- ✓ 38 of 41 Salesforce capabilities
- ✓ English, French and Spanish
- ✓ Self-hosted, no per-seat fees
- ✓ REST API and web push
Everything a growing team runs on
Built screen by screen against Salesforce, then made simpler.
A pipeline you can see and move
Leads are scored and converted in one click; deals move across a board, with probability and forecast category following the stage.
- ✓Drag-and-drop opportunity board
- ✓Products in ordered, grouped lines with price books
- ✓Discount approvals in one or two steps
A console where agents never wait for work
Cases arrive from the web, email and chat with SLA deadlines; available agents get them routed by load, or pull the next one themselves.
- ✓SLA milestones with automatic escalation
- ✓Live chat started by customers or agents
- ✓Knowledge articles suggested on each case
Quotes, orders, invoices and credit notes that look the part
One document family with your company details, tax, grouped lines and a payment QR code — a SEPA GiroCode in euros.
- ✓Yearly numbering, due dates, overdue tracking
- ✓Partial or full credit notes
- ✓PDF preview without leaving the page
Flows that do the follow-up for you
When a record meets your conditions, create tasks, update fields, send emails and notifications — now or days later.
- ✓Entry conditions with all / any logic
- ✓Scheduled waits between steps
- ✓A run history for every flow
Shape it without writing code
Custom fields and objects, validation rules, territories, and a drag-and-drop builder for record pages per profile.
- ✓Sections, hidden fields, live preview
- ✓Field-level security for admin-only data
- ✓Your company, currency and tax in Setup
And everything around it
Scores from rating, source and fit; convert to account, contact and deal at once.
Branded PDFs, Markdown contract terms, signature blocks and automatic renewals.
A public support form and a mailbox that both open cases, threaded by reference.
Real-time conversations on the case, with a private link for the customer.
Group, sum and chart any object; pin to Home, export to CSV, email on schedule.
Quarter by category and seller, against each quota.
Nested territories, role hierarchy and per-object sharing defaults.
Two-factor auth, Google / Microsoft sign-in, API tokens and a tamper-evident audit trail.
Installable app, pages readable offline, morning task reminders by push.
Running in three commands
Migrate, seed a demo team with real-looking data, and serve. Sign in as any demo user in one click.
# in your SoliCRM folder soli db:migrate up soli db:seed soli serve . --dev # → http://localhost:5011
See it with your own pipeline.
The demo is seeded with accounts, deals, cases, invoices and flows.