Docs · CRM
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; deeper guides are being polished post-launch, with the product repository as the current source of truth.
Polishing post-launch. Until the full guides land, the CRM repository is the source of truth — its README, OpenAPI spec, and ADRs are linked here once the GitHub org is confirmed.
Contents
What the guide covers.
- Quickstart
- Clone,
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:sqliteby default; the Postgres adapter for SaaS scale. - 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.