Overview

DeskcommCRM is an open-source AI Sales Operating System designed for businesses that prioritize chat-based sales. It offers a self-hosted CRM experience with native AI agents and seamless WhatsApp integration, serving as a powerful, open alternative to platforms like Kommo, Octadesk, and Intercom. Built with multi-tenancy and LGPD compliance in mind, DeskcommCRM puts you in control of your data and sales processes.

Key Features

• AI-Powered Sales Agents: Deploy intelligent AI agents that can autonomously handle customer interactions, qualify leads, and even close deals directly within WhatsApp. These agents leverage RAG (Retrieval-Augmented Generation) per tenant for contextually relevant responses.
• Self-Hosted CRM Control: Run the entire sales operation on your own VPS, ensuring complete data ownership and security. Installation and updates are streamlined with simple, one-command operations.
• Native WhatsApp Integration: Seamlessly connect your business WhatsApp number via QR code (WAHA) for rapid setup or leverage the official Meta Cloud API for scalable, enterprise-grade communication. Features include anti-ban measures, media handling, and STOP detection.
• Intelligent Automation & Follow-up: Implement sophisticated automation rules (WHEN/IF/THEN) and AI-driven follow-up sequences that adapt to conversation temperature and funnel stages, ensuring no lead goes cold.
• Multi-Niche Adaptability: Designed from the ground up to serve diverse business models, from e-commerce and clinics to real estate and infoproducts. The CRM's vocabulary and workflows can be customized per pipeline.
• Choice of AI Providers: Easily integrate with leading AI models from OpenRouter, Anthropic, or OpenAI, with the flexibility to switch providers even after installation.
• Robust Governance & Security: Features server-side Role-Based Access Control (RBAC), audited lead assignment and transfers, and LGPD-by-design principles with data anonymization and audit trails.
• Webhooks & Extensibility: Create custom lead capture sources via public webhooks and build intricate automation workflows to integrate with your existing tools and systems.

Typical Use Cases

DeskcommCRM is ideal for any business that relies heavily on chat-based sales channels, particularly WhatsApp. This includes:

• E-commerce Businesses: Streamlining order inquiries, post-purchase support, and promotional campaigns directly through WhatsApp.
• Service-Based Businesses: Managing client inquiries, scheduling appointments, and handling service requests via chat.
• Real Estate Agencies: Qualifying leads, scheduling viewings, and sharing property details through WhatsApp conversations.
• Healthcare Providers: Facilitating appointment bookings, answering patient queries, and sharing information in a secure and efficient manner.
• Infoproduct Creators & Coaches: Engaging with potential customers, answering course-related questions, and driving sales through direct chat interactions.
• Agencies: Managing client communications, project updates, and lead generation efforts.