CRM & Sales Pipeline Automation

Stop losing leads in the fog of manual tracking. Forenly’s AI-Native CRM is built on powerful open-source platforms — giving you full ownership, zero vendor lock-in, and unlimited customization potential.

🚀 Why Open-Source CRM Architecture?

Proprietary CRM platforms lock you into expensive subscriptions, limit your data ownership, and force you into rigid workflows. We deploy and customize battle-tested open-source solutions that scale with your business and remain fully under your control.

🏗️ The Open-Source Stack

Twenty CRM — Your Sales Command Center

• Modern, self-hosted CRM with a clean, Notion-inspired interface.
• Fully customizable pipeline stages tailored to your exact sales process.
• The open-source alternative to Salesforce — without the enterprise price tag.
• REST & GraphQL API for seamless integration with any tech stack.

Chatwoot — Omnichannel Inbox

• Unified inbox for Email, Live Chat, WhatsApp, Instagram, Facebook, and Telegram.
• AI-assisted reply suggestions to speed up agent response times.
• Full conversation history synced to your CRM records.
• Self-hosted deployment for complete data privacy and compliance.

Rocket.Chat — Team & Customer Messaging

• Fully self-hosted team communication platform with enterprise-grade security.
• AI capabilities for message summarization, smart search, and automated routing.
• Omnichannel customer messaging integrated directly into your support workflow.

📦 Service Deliverables

Custom CRM Architecture

• Pipeline design mapped to your specific business model and sales stages.
• Custom fields, tags, and automation rules configured from day one.
• Role-based access control for sales, support, and management teams.

Omnichannel Integration

• Unified inbox connecting Chatwoot and Rocket.Chat to your CRM.
• Automatic lead creation from inbound messages across all channels.
• Conversation-to-deal linking for complete customer journey visibility.

Automated Lead Management

• Real-time sales stage monitoring with automated stage progression rules.
• Automatic lead distribution and assignment based on territory or capacity.
• Dormant lead detection and automated re-engagement sequences.

Lead-to-Cash Workflow

• End-to-end automation from first touchpoint to final payment.
• Invoice generation triggers linked to CRM pipeline stage changes.
• 100% self-hosted — your data never leaves your infrastructure.

🎯 Who Is This For?

• Sales-driven SMBs looking to professionalize their pipeline without enterprise costs.
• Digital Agencies that need a white-label CRM and client communication hub.
• Tech Companies requiring full data sovereignty and custom workflow automation.

Own Your Data, Own Your Pipeline: Book a strategy session to design your custom CRM architecture and eliminate manual sales tracking forever.