CRM Overview
Metadot CRM: self-hosted customer relationship management with contacts, opportunities, pipelines, and email campaigns in your own database.
What is Metadot CRM?
Metadot CRM is a self-hosted customer relationship management module. It tracks the full sales lifecycle: leads → opportunities → contacts → companies → activities, with email campaigns through Mailers and public lead-capture through Forms. All contact data lives in your own Postgres database; nothing is sent to a third-party CRM vendor.
It's part of the wider Metadot platform, so the same person who's a CRM contact can also be a Stackr collaborator, a Tickets requester, and an InvoiceMe customer — through the shared identity_core table.
Who uses Metadot CRM?
- Sales teams running pipelines, logging activities, managing renewals
- Founders tracking deals before they hire a full-time salesperson
- Agencies and MSPs that need multi-tenant CRM (one install, many client orgs)
- EU teams with data-residency obligations
- Anyone who wants their CRM data in their own database
How does CRM integrate with the rest of Metadot?
- Identity layer: Every contact is an
identity_corerow. The same person automatically appears in Stackr (as a collaborator), Tickets (as a requester), InvoiceMe (as a customer) when relevant. - Workflows: CRM events (opportunity stage change, contact created, lead converted) can trigger no-code automations — send an email, create a Stackr task, update a field, fire a webhook.
- Forms: Public lead-capture forms create CRM leads directly. Form submissions can also convert to tickets or opportunities.
- Search: All CRM records are indexed in the workspace-wide search.
- Permissions: Roles and per-record access follow the workspace RBAC model.
When should I use Metadot CRM vs alternatives?
| Situation | Pick |
|---|---|
| Data ownership matters; you can self-host | Metadot CRM |
| You need marketing automation at scale | HubSpot |
| You're in Salesforce's ecosystem already | Salesforce |
| You want a polished mobile CRM | HubSpot or Pipedrive |
| You need multi-tenant for many client orgs | Metadot CRM |
| Solo founder, simple pipeline | Metadot CRM or Attio |
For a deeper take, see Metadot CRM vs HubSpot.
Module sections
- Home — your CRM dashboard
- My Opportunities — opportunities owned by you
- Leads — top-of-funnel people who haven't qualified yet
- Opportunities — qualified deals moving through stages
- Contacts — people in your CRM
- Companies — accounts and organizations
- Activities — calls, meetings, notes, tasks logged on contacts
- Mailers — outbound email and campaigns
- Forms — public lead-capture forms
- Analytics — pipeline reporting
- Reports — saved views and exports
Common questions
- What is Metadot CRM?
- How are contacts and identities related?
- How do I import contacts from a CSV?
- What's the difference between a lead and an opportunity?
- How does email integration work?
- See full CRM FAQ
Related
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