Documentation
Self-host CRM for WhatsApp Business end to end
From a fresh fork to a production deploy. Work through the six steps in order, or jump to the feature you need.
Start here
- 1Getting startedFork, install, run the template locally in about 15 minutes.
- 2Supabase setupCreate the database, apply migrations, grab the keys.
- 3WhatsApp setupMeta app, access token, webhook verification.
- 4Environment variablesFull reference for every env var the app reads.
- 5Deploy on HostingerShip the template on Hostinger Managed Node.js Hosting.
- 6Automations cronSchedule the drain so Wait steps resume on time.
Features
- InboxShared workspace for WhatsApp conversations — real-time threads, templates, reactions, quote-replies.
- ContactsAddress book — manual add, CSV import, tags, contact detail view, deletion behaviour.
- PipelinesKanban deal boards with drag-drop stages, multi-pipeline support, and win-rate analytics.
- TemplatesBuild, submit, edit, and delete WhatsApp message templates in-app — with real-time approval status from Meta.
- BroadcastsBulk-send approved templates to a targeted audience. 4-step wizard, per-recipient delivery tracking.
- AutomationsEvent-driven step chains — keyword auto-replies, lead routing, tag-based reactions, webhook fan-out.
- FlowsBranching, button-driven WhatsApp conversations — no-code chatbots with handoff.
- AI AssistantBring-your-own-key AI: one-click drafted replies, an optional auto-reply bot with human handoff, and a knowledge base so it answers from your own FAQs, policies, and product docs.
- SettingsProfile + password, WhatsApp connection, tag library, default deal currency, color theme picker.
- MembersInvite teammates, role-based access, ownership transfer — turn a solo CRM into a shared team workspace.
Reference
- Public APIDrive wacrm from your own scripts: scoped API keys, REST endpoints for messages/contacts/conversations/broadcasts, and outbound event webhooks.
- ArchitectureStack, folder layout, request lifecycle.
- TroubleshootingThe usual suspects when something breaks.
- ChangelogUser-facing changes to the template, newest first.