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Corteza

For CRM & sales, Corteza is a self-hosted solution that provides CRM including an unified workspace.

Overview

Low-code platform The project has 2K+ GitHub stars and is licensed under Apache-2.0.

Key Features

Source: GitHub README

  • Standards oriented by using well established data formats, technologies, and design decisions.
  • Flexible security provided as a flattened RBAC facility allows organizations to apply complex internal security policies to Corteza.
  • Extensive privacy features provide a way for organizations to configure Corteza to conform to data privacy regulations in the regions they are operating in.
  • Accessible conforming to the WCAG 2.1 guidelines allowing simple use for a wider audience.
  • Integratable into and with external services and other Corteza instances due to it’s API-centric design, flexible data storage layer, and powerful automation facilities.
  • Customizable from translations and terminology to prebuilt low-code applications to completely new low-code applications and business processes.

Getting Started

Source: GitHub README

Note Planet Crust offers hosted Corteza cloud instances as the easiest way to get started.

Refer to the DevOps guide for a complete guide on how to get Corteza up and running. Additionally, we’ve provided some video instructions.

Quick references:

  • data backup and restore
  • troubleshooting
  • setting up an email relay
  • setting up sink routes
  • offline and online configuration examples
  • online demo instance for a hands-on feature exploration

Normalized Features

Source: tool-features-normalized.json

accessibility, docker, rbac, rest api.

Features

Authentication & Access

  • Role-Based Access Control

Integrations & APIs

  • REST API

Localization & Accessibility

  • Accessibility (a11y)