Frequently Asked Questions

Everything About BottleCRM

Get answers to common questions about our free, open-source CRM software. Learn about pricing, features, technical requirements, and how to get started.

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Find answers organized by topic to help you get started with BottleCRM.

General Questions

What is BottleCRM and why is it free?

BottleCRM is a 100% free, open-source Customer Relationship Management (CRM) software built specifically for startups and small businesses. It's free because we believe every business should have access to powerful CRM tools without expensive subscription fees. We make revenue through optional paid support services, not by charging for the software itself.

Is BottleCRM really completely free forever?

Yes! BottleCRM core software is completely free with no hidden costs, user limits, trial periods, or subscription fees. You can download, use, modify, and distribute it under the MIT open-source license. The only costs are optional professional services like setup assistance, customization, and hosting support.

How does BottleCRM compare to commercial CRM platforms?

BottleCRM provides many of the same core features as commercial CRM platforms but without monthly subscription costs. While enterprise solutions might have more advanced features, BottleCRM includes everything most startups and small businesses need: contact management, sales pipeline, task management, reporting, and email integration.

Who should use BottleCRM?

BottleCRM is perfect for startups, small businesses, consulting firms, freelancers, real estate agencies, and any organization that needs to manage customer relationships without paying expensive subscription fees. It's also ideal for developers who want a customizable, self-hosted CRM solution.

What features are included in the free version?

All features are included. Leads, contacts, accounts, sales pipeline with kanban, opportunities, tasks, customer support tickets, invoices/estimates/recurring billing, org-defined custom fields on every entity, a native Flutter mobile app, a full JSON API with webhooks, CSV import, multi-user roles, and an activity timeline on every record. Self-hosted, no per-seat fees, no premium tiers.

Pricing & Business Model

If the software is free, how do you make money?

We offer optional paid professional services including setup assistance ($197), enterprise deployment ($497), custom development, hosting services, training, and ongoing technical support. This sustainable model allows us to maintain and improve the free software while helping businesses that need expert assistance.

What's included in the Professional Support ($197)?

Professional Support includes: professional installation & setup, custom domain configuration, SSL certificate setup, database optimization, basic customization (colors, logo), email configuration, 1-month support, video walkthrough session, and comprehensive documentation.

What's included in the Enterprise Setup ($497)?

Enterprise Setup includes everything in Professional Support plus: advanced custom development, third-party integrations, advanced reporting setup, custom workflows & automation, team training sessions (2 hours), advanced security configuration, performance optimization, 3-month priority support, and migration from existing CRM.

Do you offer refunds for support services?

Yes! We offer a 30-day money-back guarantee on all support services. If you're not satisfied with our professional setup, customization, or support, we'll refund your payment. The free software remains yours to keep regardless.

Can I switch from paid support back to free?

Absolutely! There are no contracts or ongoing commitments. Support services are one-time purchases to help you get started. Once your CRM is set up, you maintain full control over your self-hosted installation and can manage it yourself.

Do you offer custom pricing for large organizations?

Yes! For organizations with specific requirements, we offer custom development, enterprise consulting, dedicated hosting, and bespoke CRM solutions. Contact us to discuss your needs and get custom pricing that fits your budget and requirements.

Technical Questions

What technology stack does BottleCRM use?

Backend: Django + Django REST Framework (Python), Celery for background jobs, PostgreSQL 14+ as the database (the multi-tenant row-level security implementation is Postgres-only), Redis as the Celery broker. Frontend: SvelteKit (Svelte 5 runes) with TailwindCSS 4 and shadcn-svelte components. Mobile: a native Flutter app for Android and iOS that talks to the same JSON API.

Can I self-host BottleCRM on my own servers?

Yes! BottleCRM is designed to be self-hosted. You can deploy it on your own servers, cloud infrastructure (AWS, Google Cloud, Azure), VPS, or even run it locally. This gives you complete control over your data and eliminates vendor lock-in.

What are the system requirements for BottleCRM?

For production: Python 3.11+, PostgreSQL 14+, Redis 7+, and Node.js 18+ to build the SvelteKit frontend. Minimum hardware is 2 vCPU and 2 GB RAM (4 GB recommended). The easiest path is the included Docker Compose stack, which brings up Postgres, Redis, the Django backend, a Celery worker, and the SvelteKit app in one command — Docker is the only host requirement in that case.

Is BottleCRM mobile-friendly?

Two ways. The web app is fully responsive on phones and tablets. On top of that, there's a native Flutter app for Android and iOS that talks to the same JSON API — installable from source, with Material Design 3 UI, secure token storage on-device, and optional push notifications via Firebase Cloud Messaging.

Can I customize BottleCRM for my specific business needs?

Absolutely! BottleCRM is open-source, so you have complete access to the source code. You can modify the interface, add custom fields, integrate with third-party services, create custom reports, and tailor it to your exact business requirements.

Does BottleCRM integrate with other tools and services?

Three built-in integration paths: a fully-documented JSON API with JWT auth for any custom code, signed HMAC-SHA256 webhooks for event-driven workflows (lead created, opportunity won, ticket escalated, invoice paid, etc.), and a per-entity CSV import that handles tens of thousands of rows with row-level error reporting. Google OAuth, magic-link email, and SMTP email sending are also wired in.

How do I migrate data from my existing CRM?

BottleCRM supports data import through CSV files and API integrations. For complex migrations from existing CRM platforms, our Enterprise Setup service includes professional data migration assistance to help you transition smoothly.

Support & Community

What kind of support is available for the free version?

Free users have access to community support through our GitHub repository, documentation, and community forums. You can report bugs, request features, and get help from other users and contributors.

How quickly can I get help with paid support services?

Paid support customers receive priority assistance with response times of 24-48 hours for Professional Support and 12-24 hours for Enterprise Setup. Emergency support is available for critical issues.

Do you provide training for my team?

Yes! Our Enterprise Setup service includes 2 hours of team training sessions. We also offer additional training packages and can create custom training materials for your specific use case and business processes.

Is there documentation available?

Yes! We provide comprehensive documentation including installation guides, user manuals, API documentation, customization tutorials, and best practices. Documentation is continuously updated with new features and improvements.

Can I contribute to BottleCRM development?

Absolutely! BottleCRM is open-source and we welcome contributions. You can submit bug reports, feature requests, code improvements, documentation updates, and translations. Check our GitHub repository for contribution guidelines.

How often is BottleCRM updated?

We regularly release updates with bug fixes, security patches, and new features. Major updates are released quarterly, while minor updates and patches are released as needed. All updates are free for all users.

Business & Legal

What license does BottleCRM use?

BottleCRM is released under the MIT License, which is one of the most permissive open-source licenses. This means you can use, modify, distribute, and even sell BottleCRM without any licensing fees or restrictions.

Who owns the data in my BottleCRM installation?

You own 100% of your data! Since BottleCRM is self-hosted, all your customer data, contacts, sales information, and business intelligence remain on your servers under your complete control. There's no vendor lock-in or data hostage situations.

Is BottleCRM secure for business use?

Yes! BottleCRM follows security best practices including data encryption, secure authentication, SQL injection protection, and CSRF protection. Since you control the hosting environment, you can implement additional security measures as needed for your compliance requirements.

Can BottleCRM handle GDPR compliance?

BottleCRM provides the technical foundation for GDPR compliance including data export, data deletion, and audit trails. Since you control the data and hosting, you can implement the necessary policies and procedures to meet your specific compliance requirements.

Is BottleCRM suitable for regulated industries?

BottleCRM can be adapted for regulated industries since you have complete control over the hosting environment and data handling. However, you're responsible for ensuring your implementation meets industry-specific compliance requirements (HIPAA, SOX, etc.).

What happens if BottleCRM development stops?

Since BottleCRM is open-source, you'll always have access to the complete source code. Even if we stop development, you can continue using, maintaining, and developing the software independently or with the help of the community.

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