Client Records
Keep agency and client workspace records organized in one CRM install.
Own the CRM stack.
Host it yourself.
A white-label CRM codebase for agencies: client records, forms, pipeline, bookings, products, quotes, websites, link pages, and reporting.
One payment. Your repo. Your data.
One-time license
Self-hosted ownership
Claude/Codex-ready
CRM Stack
Agency overview
CRM core
Ready
Working module
Lead capture
Ready
Working module
Booking pages
Ready
Working module
Quote records
Ready
Working module
Included surfacesLaunch core
Contacts and pipeline
IncludedForms and bookings
IncludedProducts and quotes
IncludedWebsite and link pages
IncludedReports and setup help
IncludedOwnership package
One-time license
Self-hosted use
White-label positioning
Buyer setup guide
Built to host on your own stack
CRM core
The daily workspace: know who the customer is, what stage the deal is in, and what should happen next.
Lead capture
Forms and bookings are not side tools. They are public entrypoints wired straight into the CRM.
Client-facing surfaces
Give each business useful public pages without sending them to another hosted website or link-in-bio tool.
Operations layer
The owner view for running the stack, supporting clients, and keeping day-to-day work visible.
Everything you need to run and grow.
Built-in modules to handle clients, automate follow-up, and close more deals.
Pipeline & Deals
Visual pipelines, stages, and deal tracking built for service businesses.
Forms & Lead Capture
Hosted forms create contacts, deals, and activity records with duplicate protection.
Bookings & Calendar
Public booking pages, slot rules, intake questions, and CRM follow-up records.
Products & Services
Manage products, services, pricing, and packages in one place.
Quotes & Invoices
Create quote and invoice records from products, terms, discounts, and tax.
CRM Assistant
Built-in help for setup questions, CRM workflows, forms, bookings, products, and quotes.
Reports & Insights
Dashboards and reports to track performance and revenue.
Branded & White-Label
Use your app name, offer, colors, and client-facing CRM positioning.
Stripe Checkout
License, setup, and care-plan checkout records connect through Stripe.
Email Notifications
Lead notifications and checkout recovery use Resend when your sender domain is configured.
CRM core
The daily workspace: know who the customer is, what stage the deal is in, and what should happen next.
Contact records
Store names, emails, phone numbers, custom fields, and workspace-scoped customer context.
Activity timeline
Lead submissions, notes, deal changes, booking events, and follow-up history stay attached to the record.
Pipelines and stages
Default stages are seeded on setup, and won/lost movement closes deals cleanly.
Client workspaces
Run one team CRM or operate multiple sub-accounts from the platform layer.
Lead capture
Forms and bookings are not side tools. They are public entrypoints wired straight into the CRM.
Hosted forms
Each form has a public URL, field schema, active status, and one ingest path into contacts, deals, and activities.
Booking pages
Publish scheduling pages with slot rules, meeting URLs, intake questions, and CRM capture.
Lead notifications
Owners and admins can receive escaped Resend email alerts without blocking the public submit response.
Duplicate protection
Email dedupe keeps repeat submissions from making a messy customer pile.
Client-facing surfaces
Give each business useful public pages without sending them to another hosted website or link-in-bio tool.
Website builder records
Create draft/live client website records with connected CRM forms and Google Maps links.
Public link pages
Publish branded link pages, route outbound clicks through tracking, and keep the page inside the CRM package.
Products and services
Catalog service, physical, or digital items with prices, descriptions, and package context.
Quotes and invoices
Build quote and invoice records from products, payment terms, discounts, and tax.
Operations layer
The owner view for running the stack, supporting clients, and keeping day-to-day work visible.
Tasks and calendar
Track today, overdue, upcoming, and done work with calendar visibility.
Reports
Watch pipeline, deal, and revenue movement from the dashboard instead of living in exports.
Platform admin
Manage license setup, billing readiness, client workspaces, health, and support surfaces.
CRM Assistant
Built-in help explains contacts, forms, bookings, products, quotes, websites, reports, and setup.
One CRM codebase, seven service-business fits.
CRM Stack uses vertical packs for terminology, pipeline defaults, field schema, forms, activity types, and positioning. Change one env var, and the same install speaks the buyer's industry.
Current selector:
NEXT_PUBLIC_CRM_STACK_VERTICALGeneric
Any service business
Standard contacts, deals, inbox, pipeline, forms, and setup defaults.
Hair Salon
Stylists and salons
Client and appointment language, color-history context, and rebooking-focused defaults.
HVAC
Heating and cooling teams
Customer, job, service request, dispatch, and maintenance-plan framing.
Lawn Care
Recurring property work
Property/job language with route and renewal-oriented defaults.
Pest Control
Route-based service
Account/service terminology with service plans and application-log context.
Pool Service
Weekly pool operators
Pool/visit terminology with chemical log and weekly-report direction.
Tree Service
Estimate-driven crews
Customer/job language with estimate-day and review-ask positioning.
Built for ownership, not another rented login.
The package is meant to run on your own VPS or cloud account. You control the domain, database file, brand, Stripe account, email sender, and future customization path.
Your data
SQLite database under your hosting path, with backup guidance included.
Your brand
App name, offer, colors, client-facing pages, and sales positioning can be white-labeled.
Your services
Stripe, Resend, Cloudflare, and domains connect through buyer-owned accounts.
Your roadmap
Claude, Codex, or a developer can extend the codebase after purchase.
How setup works in 5 steps.
1
Purchase your license
Choose a license and complete checkout. Your purchase is recorded through Stripe.
2
Get the setup packet
Use the buyer setup guide and fulfillment instructions from the success page.
3
Host it yourself
Deploy on your server, VPS, or cloud. Full docs included.
4
Configure & brand
Add your domain, logo, payment keys, and team.
5
Launch & customize
Invite your team, publish forms, create products and quotes, and tailor it with Claude/Codex.
One-time license. Optional monthly care.
No monthly software fee is required to own the CRM. You host it. You keep it.
The license and Launch Setup are one-time purchases.
If you are not strong with APIs, payment keys, email, and domain connections, add the recommended $250 setup consultation. You start from a guided, worry-free setup instead of piecing it together alone.
Founders License
$897one-time
Perfect for solo builders and smaller agencies.
- Full CRM source code
- Unlimited workspaces
- All core modules
- White-label ready
- Lifetime access
Standard License
$1,782one-time
Best for growing agencies and teams.
- Everything in Founders
- Expanded setup support
- Webhook-ready checkout
- Priority support
- All future updates
Launch Setup
$250one-time
Recommended if you want the API, Stripe, email, and domain setup handled with you.
- Setup consultation
- Install checklist review
- API connection review
- Stripe and email guidance
- Domain and branding help
Optional Care Plan
$297per month
Keep it maintained and fully supported.
- Updates & maintenance
- Security monitoring
- Backup guidance
- Priority support
- Cancel anytime
One-time licenses never expire. Pay once, own it forever.
Frequently asked
The practical questions buyers ask before they own and host the CRM themselves.
Can I rebrand CRM Stack as my own product?
Yes. That is the point. You can use your logo, brand name, domain, colors, pricing, and client offer. Your buyers and clients see your CRM brand, not a CRM Stack landlord sitting between you and the customer.
Is there a subscription or trial?
The CRM license is a one-time purchase. There is no monthly software fee required to own it. The optional Care Plan is monthly only if you want ongoing maintenance and support.
Do I need to know how to code to set this up?
Basic server and API knowledge helps. The buyer guide walks through Stripe, email, domains, webhooks, and hosting. If you are not comfortable connecting those services, the $250 Launch Setup is the easier path.
How is this different from GoHighLevel?
GoHighLevel is hosted software you rent. CRM Stack is a self-hosted CRM package you own. You control the code, data, branding, hosting, and direction.
How is this different from HubSpot?
HubSpot is a large hosted CRM platform with its own pricing and ecosystem. CRM Stack is a focused ownership product for agencies and operators who want a CRM foundation they can host, brand, and customize.
What does each client see?
Each client workspace can hold contacts, pipeline records, tasks, forms, bookings, products, quotes, website records, and reports. The platform admin sits above those records for owner control.
How does the website builder work?
CRM Stack includes client website records, draft and live states, connected CRM forms, Google Maps links, and white-label public pages. It is meant to give each client a simple web presence tied to the CRM.
Can I import existing contacts?
Yes, but the current clean path is a structured import during setup. The CRM already dedupes contacts by email, and the setup call is the best place to map old contact data into the right fields.
What handles email, SMS, and voice?
Email notifications use Resend when configured. SMS and voice are not included as live dashboard tools in the current launch package.
Can I track conversions from Meta and Google ads?
You can track leads through CRM forms, source fields, activities, and pipeline movement today. Full ad-pixel reporting is a good customization lane once your domain, forms, and traffic sources are settled.
What happens after I purchase?
Stripe confirms the purchase, then the success page gives you the setup guide, outside-services guide, fulfillment instructions, and Corey's contact path. If you add Launch Setup, Corey walks through the technical pieces with you so you are not guessing through keys, domains, checkout, and email alone.
Can I customize it with Claude, Codex, or another AI tool?
Yes. The codebase is meant to be extended. The built-in CRM Assistant can use OpenRouter when configured, and buyers can use Claude, Codex, or another coding assistant to tailor the stack.
Own it. Brand it. Scale it. Your CRM, your way.
Join agencies building on CRM Stack and keeping 100% of their data and clients.