Frequently Asked Questions

Short answers to the questions we hear most.

What is VoicerCRM?

A self-hosted customer-relationship system — the CRM companion to VoicerOnePBX. It tracks your customers and everything tied to them (sales, support, scheduling, billing), and integrates deeply with the phone so calls and records connect automatically.

Do I need VoicerOnePBX to use it?

No — VoicerCRM is a complete CRM on its own. But the two are built to work together, and the phone integration (screen-pop, click-to-dial, automatic call logging) is a big part of what makes it special. See PBX Integration.

What does it need to run?

A macOS server with PostgreSQL and Redis. There are native iOS/iPad clients for people on the move. See Installation.

Which businesses is it for?

Its Universal Customer Data Model serves many industries from one system — retail/rentals, healthcare, software/SaaS, education/training and trades/field service — with industry-specific editions you switch on. See Editions.

Where does my data live?

On your own server, in your own database. Nothing is required to go to a third-party cloud, which — together with the built-in HIPAA/GDPR/PCI-DSS controls — makes it a strong fit for privacy-conscious businesses.

Can I integrate it with my own software?

Yes — everything is available over a REST API with webhooks, plus ready connectors for accounting, automation and more.