Your whole customer pipeline, on software you own
Most small businesses run sales and operations on a patchwork of tools — a spreadsheet for leads, an inbox for follow-ups, a separate invoicing app, a chat thread for projects and a folder somewhere for files. ChetsCRM replaces that patchwork with a single, self-hosted customer relationship management platform that covers the entire journey: from first lead, through the opportunity pipeline, the won client, the project, the estimate, the invoice and the payment — all in one place you fully own.
This is the self-hosted, single-company edition. You install it once on your own server and it is yours: no per-seat monthly bill, no vendor holding your customer list hostage in their cloud.
Why ChetsCRM
- You own it. Self-hosted on your own infrastructure, so your customer data, deals and financial records stay under your control — not locked inside someone else's SaaS.
- One purchase, no subscriptions. A single license instead of a recurring per-user, per-month bill that grows every time you hire.
- Far more than a contact list. Sales, projects, billing and team management live together, so your numbers always reconcile and nothing falls between tools.
Who it's for
ChetsCRM is built for the people who actually run the business, not a sales department of hundreds:
- Small and growing businesses that have outgrown spreadsheets
- Agencies and consultancies juggling clients, projects and invoices
- Sales teams who need a clean pipeline without enterprise bloat
- Service firms that quote, deliver and bill from the same place
- Founders who want to own their stack rather than rent it
A complete tour of what's inside
Leads & lead pipeline
Capture and qualify every prospect with configurable lead sources and lead statuses, so each enquiry moves through a pipeline you define — and nothing goes cold because someone forgot to follow up.
Opportunities
Turn qualified leads into tracked opportunities and watch deals progress toward close, so you always know what is in play, what is stalled and what is about to land.
Clients & customer groups
Every client gets a complete record — contacts, history, projects, estimates and invoices — and customer groups let you segment your base for campaigns and reporting.
Projects & tasks
Once a deal is won, run the delivery: projects with overdue reminders, task management with a clean pane view, task types and the same overdue notifications, so work and clients stay connected instead of living in a separate tool.
Estimates, invoices & payments
Quote with professional estimates, convert them to invoices, record payments and keep the whole money trail beside the customer it belongs to — with configurable estimate and invoice settings to match how you bill.
Items, expenses & taxes
Maintain a reusable catalogue of items with categories, track expenses against expense categories, and apply taxes consistently so your quotes and invoices stay accurate.
Campaigns
Run outreach with campaign management, campaign lists and campaign types, working straight from the customer data you already hold rather than exporting to a separate marketing tool.
Meetings & calendar
Schedule and track meetings with built-in Zoom integration, and keep deadlines, tasks and appointments visible on a shared calendar.
Team, roles & timesheets
Manage users and teams, assign flexible role-based permissions so each person sees exactly what they should, and track effort with timesheets and a daily work email.
Knowledge base & file manager
Keep documents organised in a built-in file manager and capture process and product know-how in a knowledge base your team can search.
Custom modules & custom fields
Extend the CRM to your own way of working with a no-code custom module generator and custom fields, so the system bends to your business instead of the other way round.
Reporting & activity log
A configurable dashboard surfaces the metrics that matter, and a complete activity log records who did what — for accountability and a clear audit trail.
Notifications & automation
Email templates and notifications, Slack alerts, automatic database backups and a cron-driven scheduler keep the system humming with little day-to-day babysitting.
A day with ChetsCRM
A new enquiry lands and becomes a lead with its source recorded; you qualify it and promote it to an opportunity. As the deal advances, a meeting is booked over Zoom and notes go straight onto the client record. The deal closes, the client converts, and a project spins up with tasks assigned to your team — overdue reminders make sure nothing slips. You send an estimate, the client approves, and it becomes an invoice; the payment is logged against the same client. Expenses and timesheets feed the numbers, the dashboard shows where you stand, and a Slack alert and the nightly database backup run on their own — no spreadsheet reconciliation, no copy-pasting between five apps.
Built on a modern, maintainable stack
ChetsCRM is built on Laravel with Blade and a Bootstrap front end — a modern, well-supported PHP stack that any Laravel developer can read, customise and extend. Because the source code ships without obfuscation, you are never stuck waiting on a vendor. The interface is fully mobile responsive, works with MySQL or PostgreSQL (plus SQLite and Redis support), and you can deploy on shared hosting, a VPS, cloud (AWS/DigitalOcean), Docker, Kubernetes or cPanel.
What you actually get
- Self-hosted on infrastructure you choose
- Non-obfuscated source code you can read and adapt
- Commercial use rights under the Standard License
- 14 interface languages plus dark, light and gradient themes
- Lifetime access to the version you buy, plus free updates
- Installation documentation and guides to get you live
Try it before you buy
A live demo is available with ready-made logins for Administrator, Employee and Client, so you can see exactly what each role sees before committing. Some functions are restricted in the shared demo, but the full workflow is there to explore.
Pricing, support & guarantee
ChetsCRM is available under the Standard License for $39, with 6 months of author support included. Need longer? Extend to 12 months for +$5.85 or 18 months for +$9.75 at checkout. Every purchase includes lifetime access to free updates and is backed by a 30-day money-back guarantee, so you can buy with confidence.
Frequently asked questions
Is ChetsCRM really self-hosted?
Yes — you install it on your own server (shared hosting, VPS, cloud, Docker, Kubernetes or cPanel) and keep full control of your data and source code.
Are there monthly fees?
No. It is a one-time purchase under the Standard License, with optional paid support extensions and free updates.
Does it cover more than sales?
Yes — alongside leads, opportunities and clients it includes projects, tasks, estimates, invoices, payments, campaigns, meetings, timesheets and a knowledge base.
What if it is not right for me?
Every purchase is covered by a 30-day money-back guarantee, and you can try the live demo first.