Pre-sales CRM
Capture and assign inquiries, manage configurable lead stages, record follow-ups, and review funnel reports.
Explore source ↗OPEN-SOURCE · SELF-HOSTABLE · BUILT FOR INDIA
OpenEstate brings property sales workflows into one system—from the first inquiry and inventory selection to booking, financial records, and customer or broker follow-up.
Conceptual preview for illustration — not a live application screenshot or live demo.
THE IDEA
Property teams often spread inquiries, inventory, booking details, payments, and customer communication across disconnected tools. OpenEstate is built to bring those workflows into a coherent, inspectable system that your team can run on infrastructure it controls.
OpenEstate is under active development. The repository describes the core sales funnel as ready for an initial pilot, with known gaps documented before real-project use.
CAPABILITIES
Features below are based on the project README and documented implementation status. Review the known gaps before relying on it for a live project.
Capture and assign inquiries, manage configurable lead stages, record follow-ups, and review funnel reports.
Explore source ↗Model projects, towers, floors, and units, including plotted and farmhouse land inventory with pricing.
Explore source ↗Track bookings, payment plans, installments, receipts, and financial corrections through append-only ledger entries.
Explore source ↗Separate portal experiences for bookings, documents, statements, support tickets, and broker commissions.
Explore source ↗Use custom fields, module flags, configurable terminology, plugins, and webhooks to adapt workflows.
Explore source ↗Run the application on your own Linux server with PostgreSQL, Redis, and nginx that you manage.
Read installation guide ↗HOW IT FITS TOGETHER
OpenEstate follows the property-sales lifecycle, with different roles working from the same underlying records.
Read the architecture ↗Bring in inquiries, assign ownership, and track the lead stage and next follow-up.
Organize property projects and available units or plots with configurable pricing.
Create bookings and payment plans, post receipts, and preserve financial changes as ledger entries.
Give customers and brokers portal access to the information relevant to their role.
DESIGN PRINCIPLES
OpenEstate emphasizes ownership, auditable records, tenant separation, and extension points instead of requiring a custom fork for every workflow.
No mandatory SaaS dependency. You manage the server and the supporting PostgreSQL, Redis, and nginx services.
Financial records are append-only; corrections use reversal entries and balances are computed from the ledger.
Company data isolation is enforced using PostgreSQL row-level security alongside application controls.
Custom fields, webhooks, module flags, terminology settings, and a plugin API support adaptation.
Simplified from the repository architecture. nginx serves the frontend assets and reverse-proxies API requests.
GET STARTED
The documented native installation targets Ubuntu and expects you to install and manage PostgreSQL, Redis, and nginx first. Follow the installation guide and release notes before using a live project.
sudo git clone https://github.com/stemAGH/openestate.git /opt/openestate-src
cd /opt/openestate-src/deploy/native
sudo ./install-native.sh --server-name crm.yourcompany.com
PROJECT STATUS
The repository identifies v0.8.4 as a pilot-ready core sales funnel and documents known gaps and security-related release notes. This is not presented as a hosted public demo.
Review known gaps before use ↗EXPLORE THE PROJECT
Read the docs, inspect the implementation, report an issue, or contribute through the project’s documented process.