Build a custom CRM, exactly the way you work
Your AI tool generates the code. RootCX handles what comes after: database, auth, permissions, audit logs, and AI agents that follow up on their own.
Fork the primitives.
Shape it with AI.
Ship on a production platform.
Every CRM has the same building blocks: contacts, companies, deals, activities. We open-sourced ours. Fork them, then build the CRM your sales process actually needs.
Contacts, companies, deals, activities, pipelines. The building blocks of every CRM already exist as open-source primitives. Fork them, rewrite them, delete what you don't need. Or start from zero. Your call.
Claude Code, Cursor, RootCX Studio. Point your AI at the codebase and describe what your sales process actually looks like. Custom stages, custom fields, custom follow-up logic. Not a settings page. Real code you own.
Shared PostgreSQL database. SSO. Role-based permissions. Immutable audit logs. Integrations with Salesforce, Gmail, Slack, Stripe. Your CRM plugs in and shares data with every other app on the platform.
A full CRM, open source, ready to use
Same shared database, same auth, same audit trail as every other app on the platform. Built on RootCX, open source.
Every account at a glance
Industry, headcount, website, contacts. Filter, search, drill in.
Full contact history on one screen
Notes, activities, deals, emails. Every interaction, every touchpoint.
The full picture for every account
People, open deals, recent activity, notes. Who is involved, what is open, what happened last.
Nothing falls through the cracks
Every call, email, meeting, and follow-up. Filter by type, contact, or company.
AI that coaches your reps on every deal
Situation assessment, action plan, next steps. Generated from the full deal context. Not a chatbot. A coach.
You write the sales logic, the rest is already there
One database for every app
CRM, billing, support, reporting. Same PostgreSQL. No sync jobs. No data silos.
Agents that act, not chat
Follow up with leads. Qualify contacts. Update deal stages. Chase approvals. Same RBAC as your team. Every action logged.
SSO and RBAC on every record
Okta, Microsoft Entra ID, Google Workspace, Auth0. Your intern sees different data than your VP of Sales.
Salesforce, Gmail, Slack, Stripe
Sync with Salesforce. Follow up through Gmail. Deal alerts in Slack. Payment data from Stripe. Plus any MCP server.
Immutable audit trail
Every change. Who changed it, when, what the value was before. Humans and AI agents logged the same way.
Your data, your servers, your code
FSL-1.1-ALv2, converts to Apache 2.0 after two years. Self-host with full feature parity. No per-contact pricing.
Pilot your CRM from Slack
Your sales team lives in Slack. Let them work there. Pipeline status, deal updates, follow-up reminders. All from a message. The agent handles the CRM. Your reps handle the relationships.
Built for teams who refuse to settle for generic
Build it for your client. Hand them the stack.
Deploy in one command. Transfer code, data, and infrastructure when the project ships. Resell RootCX for recurring revenue.
See how agencies use RootCX →Stop paying $150/seat for features you ignore.
Build the pipeline, the reports, and the follow-up workflows your process actually needs. Own the data.
CRM data next to billing, support, and project data.
One database. No sync jobs between your own tools. Your AI agent sees every customer interaction across every app.