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BottleCRM
BottleCRM delivers a self-hosted customer relationship management platform that unifies sales lead qualification, visual deal pipeline tracking, helpdesk ticketing, and client invoicing into one workspace. Sales representatives capture prospects through embeddable website forms or CSV imports, qualifying leads before converting them into synchronized account, contact, and opportunity records. Account executives manage visual Kanban deal boards with stage aging timers and weighted pipeline forecasting, dragging cards across qualification phases while preserving complete interaction timelines. Customer support teams handle incoming inquiries with multi-level ticket hierarchies, business-hours service level agreement clocks, automated escalations, approval workflows, and canned response macros. Billing managers generate professional quotes and invoices directly from won deals, applying customizable line-item tax rates and tracking payment statuses through customer self-service portals. Development teams connect autonomous AI agents and third-party software using personal access tokens against the documented REST API to automate data entry and workflow updates. Running on a dedicated VPS on RepoCloud with guaranteed CPU, RAM, and SSD, full root SSH access, and a browser serial console. MIT licensed.
Benefits
- Database Level Multi-Tenant Security
- Isolates tenant organization data at the PostgreSQL layer using native Row-Level Security policies keyed to JWT session tokens, preventing cross-organization record leakage even if application filters fail.
- Unified Customer Lifecycle Architecture
- Connects web form leads, sales opportunities, task assignments, support tickets, and accounting invoices to single entity records, eliminating disconnected spreadsheets and duplicate data entry across departments.
- Automated Helpdesk SLA Management
- Enforces response and resolution targets using priority-based business hours timers, three-tier incident problem hierarchies, pre-close approval gates, and macro templating for support operations.
- Extensible OpenAPI REST Integration
- Exposes every CRM model through Swagger and Redoc documented endpoints with personal access tokens, allowing external scripts, mobile Flutter clients, and autonomous AI agents to manage records.
Features
- Visual Deal Pipeline Kanban
- Organizes sales opportunities across configurable stages with drag-and-drop state transitions, stage duration aging indicators, and aggregate weighted revenue calculations.
- Lead Capture and Qualification
- Accepts incoming prospects via embeddable website forms or CSV imports, executing phone and email duplicate checks before atomic conversion into account entities.
- Multi-Tier Helpdesk Queue
- Routes support cases with problem-incident parent links, status pause rules during customer waiting periods, ticket merge workflows, and knowledge base article suggestions.
- Invoicing and Estimates Engine
- Generates one-off and recurring billing documents directly from deals, featuring line-item tax calculations, PDF exports, and tokenized public client payment portals.
- Task Boards with WIP Limits
- Tracks team work items with customizable Kanban columns, explicit work-in-progress caps, assignment notifications via Celery background workers, and calendar scheduling views.
- Cross-Platform Mobile Client
- Synchronizes data natively to iOS and Android devices through a Flutter client application communicating with Django REST endpoints via secure platform keystores.