Installation & Server Setup

VoicerCRM runs as a server application on a Mac. It keeps its data in a PostgreSQL database and uses Redis to stay fast. Once it's running, everyone reaches it through their web browser (and the iOS app).

What you need

  • A Mac to run the server, ideally always-on with a fixed address.
  • PostgreSQL — the database that stores everything.
  • Redis — an in-memory cache that keeps responses snappy.

Set up the database

brew install postgresql redis
brew services start postgresql
brew services start redis

createdb voicer_crm
psql voicer_crm -f Database/postgresql_schema.sql

Configure & run

  1. Set the server's configuration (database connection, ports, secrets) — see the server's Config and SECURITY_SETUP.md.
  2. Start the server (start-server.sh). It serves the web UI and the REST API.
  3. Log in as the administrator and create your users and roles.
Going to production?

Review the server's PRODUCTION_DEPLOYMENT_READINESS.md and SECURITY.md for TLS, backups and hardening before you put real customer data in.

Connecting the phone

To link the CRM to your phone system, enable the PBX integration (see PBX Integration) once both are running.

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