Open source · Self-hosted
One platform for your team's whole workflow
WTM blends CRM and ERP into a single open platform — clients, sales, projects, tasks, and finance in one place. Self-host it for free, own your data, extend it however your business needs.
Most businesses run on a patchwork of tools — a CRM for leads, a spreadsheet for projects, another app for invoices, and a chat app holding it all together with duct tape. Nothing talks to anything else, and nobody has the full picture.
WTM puts your clients, deals, projects, tasks, and finances in one connected workspace — built for any team, from a five-person agency to a multi-department corporation, in services or in trade.
Everything your team needs, in one workspace
Sales & Clients
Track leads through a visual pipeline, manage client records, contacts, and interaction history — the CRM half of WTM.
Projects & Tasks
Plan projects, assign tasks, and follow progress on a timeline — the project-management half of WTM.
Finance
Invoices, recurring subscriptions, multi-currency support, and payment tracking — the ERP half of WTM.
Team & Access
Role-based permissions, per-user access control, and two-factor authentication for every account.
Automation & AI
AI-assisted task briefs, automated notifications, and scheduled encrypted backups running in the background.
Open Platform
AGPL-licensed, self-hosted, and built to be extended — your data never leaves your own server.
See your whole sales pipeline at a glance
Move deals through Lead → Negotiation → Proposal → Contract → In progress on a Kanban board built for how sales actually works. Every card carries the client, the service, and the deal value — no separate spreadsheet needed.
Invoices and payments, always up to date
Track what's invoiced, what's paid, and what's outstanding — by client, by month, in whatever currency the deal was made in. No more chasing numbers across separate finance tools.
Give every role exactly the access it needs
Fine-grained roles and permissions mean an employee sees what they need, and nothing they don't — with two-factor authentication available on every account.
Your data, your server, your rules.
WTM is free and open source under AGPL-3.0. Deploy it on your own infrastructure in minutes.
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