// features
Imago CRM is the all-in-one, self-hostable platform: CRM, power dialer, docs, video and screen recording, team chat, file sharing, memberships, payments, automations and an AI web builder.
imago / workspace
self-hosted$ docker compose up -d
10 apps, one login, your server
CRM and sales
Contacts, pipelines, deals and follow-ups live in one place. Your whole team works the same records, and you never pay per seat to add another rep.
Queue a call list, dial with one click and move to the next lead without touching your phone. Every call, note and outcome lands on the contact record.
Drag deals through your own stages. Value, owner and next step are visible at a glance.
Emails, calls, notes and files sit on one timeline. Anyone on the team can pick up the thread.
Tasks and reminders come straight off the pipeline, so no deal goes quiet because someone forgot to call back.
Docs and video
Your documents and recordings live next to the records they are about. No second workspace, no separate video subscription.
Write proposals, playbooks and meeting notes where the work happens. Every doc links to the contacts and deals it belongs to, so context stays attached and your team stops hunting through a separate tool.
Record your screen, your camera or both without leaving Imago. Drop the link into a deal thread and see when the other side watches it, so you know when to follow up.
Channels
Direct
Sales rep 09:41
Draft proposal for the Acme deal is ready. Can someone review it before noon?
Founder 09:43
Updated version attached. Pricing matches the quote on the deal record.
Support 09:44
@founder approved. Sending it to the client from the deal record now.
Chat and files
Imago replaces Microsoft Teams with chat built into your workspace. Channels, direct messages and mentions sit next to your CRM records, docs and files, so conversations stay connected to the work they are about.
Spin up a channel per team, project or client. Direct messages and @mentions pull the right people in without another meeting.
Attach files to any conversation or record. Previews, versions and downloads are built in, so the latest proposal is always the one in front of you.
Discuss a deal, a doc or a task where it lives. No more digging through threads to find what was decided.
Self-hosted, every message and file stays on your own server. Third-party storage is optional, not required.
Memberships & payments
Sell memberships and courses with school-style learning, gate any content behind a plan, and take payment through the built-in payment system. No plugins to wire up, no middleware skimming a fee on every transaction.
Create plans, gate pages and content, and let members manage their own accounts. Access updates automatically when a plan starts, renews or lapses.
Structure lessons into modules, track progress per student, and drip content on a schedule. It works like a small online school, not a file folder of videos.
Checkout, recurring billing, receipts and failed-payment retries run on their own. Every payment lands in the CRM next to the customer who made it.
Member portal
Choose your plan
Starter course
12 lessons · community access
Pro membership
All courses · live sessions · files
Team plan
5 seats · private workspace
Receipts, renewals and retries are handled automatically.
Automations and AI
Set follow-ups, calls, messages and pipeline moves on autopilot. Then describe the page or funnel you want and let the builder ship it for you.
Build rules once and let them run. A new lead can trigger a follow-up email, a task to call, a chat message and a stage change in the pipeline, in that order, without anyone touching it. The visual builder shows every step as a node you can drag, edit or pause.
automation / new-lead.flow
trigger
Form submitted
action
Send follow-up email
action
Move deal: New → Contacted
wait
1 day, no reply
action
Create call task + SMS
Describe the site or funnel in plain words. The builder writes the copy, lays out the sections and publishes the page. It replaces tools like Lovable, and when you self-host Imago CRM the pages live on your own domain, under your control.
Build a pricing page for my coaching funnel, 3 tiers
preview: your-domain.com/pricing
Replace the stack
Every tool below is a separate bill, a separate login and a separate place your data gets stuck. Imago CRM covers the same ground in one system you can self-host.
| Tool it replaces | What Imago gives you | Open source |
|---|---|---|
| Go High Level | CRM, pipelines and a built-in dialer with call recording | |
| Notion | Docs and wikis linked directly to contacts and deals | |
| Loom | Video messages and screen recording inside the CRM | |
| Microsoft Teams | Team chat with channels and direct messages | |
| File sharing tools | File storage and sharing attached to every record | |
| Membership and school platforms | Courses, memberships and gated content for your clients | |
| Payment tools | Invoices, subscriptions and payment collection | |
| Lovable | AI web builder for pages, funnels and client portals |
All in one login. Self-hostable. Open source.
Why open sourceGet started
Open source and self-hostable, with one login for CRM, dialer, docs, video, chat, files, memberships, payments, automations and the AI web builder.