FAQ
Common questions.
How do prospects get into the CRM?
Two ways: automatically via an API key (POST a batch of people and/or companies to the ingest endpoint), or manually by uploading a JSON file in the admin panel. Both run through the same person/company classification and smart-merge.
What happens to duplicates?
Nothing is lost. When an incoming record matches an existing one (person by email, company by name/domain), we fill blank fields, append additional data (alternate phones/emails into the record), and union tags — never overwriting what is already there.
Do you separate people from companies?
Yes. Every prospect is typed as a person (e.g. Richard Armstrong) or a company (e.g. IBM Inc), with a filter and badge in one unified list. Your AI prompt can pre-sort the type in the JSON.
Can the CRM push data out?
Yes — a two-direction agent architecture. Register webhook subscriptions or outbound agents and the CRM emits signed events (prospect created/enriched, deal won, etc.) to your stack.
Is it really self-hosted?
Yes. The full stack (FastAPI + React + PostgreSQL + Redis + Celery) deploys on your own VPS via Docker. You own the data and the keys.
Who is it for?
Corporations and CME / crypto-market entities running real sales processes who have outgrown generic CRMs and want automation, data sovereignty, and intelligence-grade tooling.