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Self-hosted edition

Most teams use CRM-NG on CRM-NG Cloud: we host your workspace and you sign in from any browser. If you would rather run it on your own server, CRM-NG is also available as a set of plugins for a WordPress site you host yourself. The product is the same, and everything in Using CRM-NG applies to both.

What changes when you host it yourself

  • You install it. The CRM-NG, CRM-NG Pro and module plugins go onto your WordPress site. See Requirements and Install the plugins.
  • You keep it running. Hosting, backups (the database and the wp-content folder, including the private folder), updates and a scheduled task runner are yours to look after. See the checklist.
  • You connect the mail service. Mail goes out through the CRM-NG SMTP Email plugin and any mail service you choose. See Email on your own server.
  • There is a second way in. Besides CRM-NG Live, the CRM also appears inside the WordPress menu. See The classic admin.
  • Your team are WordPress users. People sign in with WordPress accounts, and their WordPress role together with CRM-NG's permissions decides what they see. The setup wizard adds two steps for this: Who can use the CRM and Keys & secrets.

Want this handled for you?

Catalyst Group installs and configures CRM-NG on your server, moves your existing client list in, and trains your team. Or start on CRM-NG Cloud and skip the server altogether.