VoicerCRM
A self-hosted, multi-industry CRM built to work hand-in-hand with VoicerOnePBX — screen-pop, click-to-dial and automatic call logging, plus sales, help desk, scheduling, quotes, payments and a built-in mail server, all …
VoicerCRM
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About VoicerCRM
🤝 Your customers and your phone, together.
VoicerCRM is the customer-relationship companion to VoicerOnePBX. It keeps everything you know about a customer in one place — their details, your whole history together, and the sales, support, scheduling and billing tied to each one — and connects it directly to the phone. When a customer calls, their record is already on screen before you say hello.
Built for the phone. Because VoicerCRM and VoicerOnePBX are designed together, the phone and the customer record act as one system: an incoming call triggers an instant screen-pop of the caller's card; click-to-dial places calls from any record; and every call is logged automatically to the customer's timeline with notes and the recording — no typing, no double-entry.
One record for every kind of business. At its heart is a Universal Customer Data Model — a single flexible record that can be a person or an organization, linked by whatever relationship fits (customer, patient, student, vendor). Industry extensions for retail, healthcare, software/SaaS, education and trades add purpose-built detail without a purpose-built, limiting product.
Everything a customer team needs. Sales pipeline and lead scoring; quotes, e-signatures, invoices and change orders; card payments via Stripe and sync to QuickBooks/Xero/FreshBooks; appointment and staff scheduling; a full help desk with SLAs; a knowledge base; a built-in email server with campaigns; and real-time dashboards, reporting and analytics.
Private and compliant by design. It runs on your own macOS server with your own PostgreSQL database — no per-user cloud fees, your data stays with you — with HIPAA, GDPR and PCI-DSS controls (encryption, audit trails, consent and retention) built in.
Key Features
🤝 Phone Integration
- Screen-pop & caller card — the caller's full context the instant the phone rings
- Click-to-dial — place calls from any record through VoicerOnePBX
- Automatic call logging — calls, notes and recordings land on the customer timeline by themselves
- Two-way sync — customers and caller-ID names stay in step with the phone system
👥 Customers & Contacts
- Universal Customer Data Model — one record for people and organizations, with relationships and roles
- Unified timeline — every call, email, meeting and note per customer
- Import & de-dupe — from a legacy CRM, Contacts or CSV, with automatic duplicate detection and merge
💼 Sales, Quotes & Payments
- Leads & pipeline — capture, score and route leads; track deals with revenue forecasting
- Quotes, e-signatures & invoices — with a product/materials catalog and change orders
- Payments — Stripe card payments, plus QuickBooks / Xero / FreshBooks accounting sync
🛠️ Service & Operations
- Help desk — ticketing with priorities, assignment and SLAs, fed by email and chat
- Knowledge base — approval workflows, full-text search and visibility levels
- Scheduling & rostering — appointments, staff shifts, shift-trades and resource booking
- Built-in email server — SMTP/IMAP with campaigns and drip automation
📊 Insight & Administration
- Reporting & analytics — real-time KPIs, custom reports, churn/journey and call-sentiment analytics
- Automation & workflows — trigger actions on events with no manual steps
- Role-based, context-aware UI — dashboards that adapt to each role and to what's happening
- Multi-industry editions — retail, healthcare, SaaS, education and trades, multi-tenant
🧩 Developer Platform
- REST API — a JWT-secured API over every resource
- Webhooks — signed event callbacks
- Integrations — the PBX, accounting, Zapier/Make, e-commerce and communication channels
Technical Details
Platform
- Server-side Swift on the Vapor framework, running on macOS
- PostgreSQL database with Redis caching
- Web UI (HTML5 + Bootstrap 5 + HTMX) plus native iOS / iPad clients
- Self-contained — your own server and database; no per-user cloud fees
Architecture
- Universal Customer Data Model — a Party / Relationship / Role design that serves many industries from one schema
- Built-in mail server — SMTP/IMAP with DKIM/SPF
- Voice services — text-to-speech, speech recognition and call-sentiment analytics
Security & compliance
- HIPAA, GDPR and PCI-DSS controls — encryption in transit and at rest, audit trails, consent and retention
- Role-based access control (RBAC), JWT authentication, and HMAC-signed webhooks
Integration
- Deep VoicerOnePBX integration (screen-pop, click-to-dial, call logging, customer sync)
- REST API, webhooks, Stripe, QuickBooks/Xero/FreshBooks, Zapier/Make and more
Application Details
Enterprise
Featured Application
July 24, 2026
July 24, 2026
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