Solutions Factory

CRM documentation.

Self-host the CRM, bind its four agents to your APG runtime, and configure data, webhooks and the API. The quickstart is ready. We are still finishing the deeper guides, and until they are done the product repository is the source of truth.

The app running

CRM, pipelineDemo data
The CRM pipeline on invented demo data.

Until they are done, the CRM repository is the source of truth.

What the guide covers.

Quickstart

Download and unpack the release, run docker compose up -d, and open the pipeline on your own machine.

Architecture

The multi-tenant data plane, domain modules, and the no-build-step frontend.

Self-host

SQLite via node:sqlite, self-hosted on your own infrastructure.

Configuration

Binding the four agents to APG and choosing an inference tier.

Agents

Data quality, email triage and draft, pipeline hygiene, and meeting prep.

API

The full REST surface and the OpenAPI 3 spec, with API tokens.

Integrations

Signed webhooks, public forms, and CSV import and export.

Operations

Backups, multi-tenant administration, and upgrade paths.

Troubleshooting

Auth, tenant scope, and agent configuration issues.

ADRs

The decisions behind the CRM, including the multi-tenant isolation contract.

Back to the CRM product page →

Tell us what the work is.

A call is the fastest way to find out whether an agent should carry a piece of your operation, and what it would take to run it on your own machines.