Sutra CRM
Features

Five reasons growing teams pick Sutra.

Sutra’s features map to the pains growing teams actually have — not a generic capability checklist. Here’s how the product handles each, what ships today, and what’s on the way. Coming items link to the public timeline; nothing here is aspirational marketing.

01

Your business doesn’t fit a generic CRM

Generic CRMs force you to mis-shape your data — squeezing your real model into Accounts, Contacts, Opportunities, Cases and praying. Sutra lets you build the entities your business actually has, from the admin UI, no code. Add fields, define relationships (one-to-many, many-to-many, child-to-parent), wire picklists that cascade across the app. The CRM fits your business, not the other way round.

Shipped

  • Entity Manager (custom entities + fields)
  • Relationships system (1:N, M:N, child-to-parent)
  • Global Pick Lists with cascade
  • Duplicate detection with per-field operators
  • Schema rebuild — one-click migration

Coming

  • Visual layout admin (M1.5.9)
  • Workflows + automation (M2.3)
02

Your compliance team needs to read every save

Mid-market and regulated-industry teams need audit trails their compliance review will accept. Sutra writes a field-level diff on every save to an append-only stream — nothing mutates in place, nothing silently overwrites. Restore any prior save without losing the intermediate history; the restore is itself an audit event. The foundation is in Community; the 21 CFR Part 11 plugin (electronic signatures, record lockdown, validation tracking) ships in Business.

See the security & compliance page

Shipped

  • Append-only audit log
  • Field-level diff history
  • Non-destructive restore
  • Role-based access (ACL voter, own / team / all)
  • Two-factor authentication (TOTP, email, SMS)

Coming

  • 21 CFR Part 11 compliance plugin (M4, Business)
  • Hierarchy / Territory ACL (M2.0)
03

You’re tired of per-seat pricing punishing growth

Mid-market teams hit the per-seat ceiling on SaaS CRMs around 100 users — suddenly your sales tooling costs more than the team running it. Community is unlimited users, free forever, GPL v3. Business early-access pricing is locked in for life, so growth doesn’t blow up the bill. Both editions are self-hosted; no SaaS dependency, no seat tax disguised as a feature gate.

See the pricing breakdown

Shipped

  • Unlimited users in Community
  • Self-hosted, GPL v3
  • No telemetry
  • Encrypted credential storage

Coming

  • SSO — SAML / Google Workspace / Okta (M2.2, Business)
  • Premium support with SLA (Business)
04

Your data shouldn’t live in someone else’s database

Sutra runs on a server you control — Plesk, Docker, Kubernetes, any host that runs PHP and MariaDB. The country-access lookup runs on a local database, no third-party service and no API key. Sensitive settings are encrypted at rest with libsodium. Standard MariaDB underneath means you can mysqldump your way out any time. There is nothing for us to subpoena because we don’t have it.

Shipped

  • Self-hosted on your infrastructure
  • On-server GeoIP (country access)
  • Encrypted credential storage (libsodium)
  • Standard MariaDB database
  • Country access (app-wide and per-user)

Coming

  • IP allowlists (next Security milestone)
  • Sessions & devices management
  • Data importer / exporter (M2.7)
05

Your CRM needs to grow into the rest of your stack

A CRM that can’t integrate is a silo. The Plugin SDK is a first-class concept — the bundled CRM is just the first plugin built on it. Email and calendar sync (Gmail / Outlook), a public REST API plus outbound webhooks, workflows, multi-currency, and the data importer are all on the public timeline. Mid-market stacks are messy by definition; Sutra is built to plug into the mess, not pretend it isn’t there.

See the full product timeline

Shipped

  • Plugin SDK (Composer + ZIP distribution)
  • Admin integrations (email + SMS) with encrypted credentials
  • Activity stream on every record

Coming

  • Email + calendar sync — Gmail / Outlook (M2.1)
  • Public API + webhooks (M2.4)
  • Bulk operations (M2.5)
  • Reports + dashboards (M2.6)
  • Currency manager (planned)
See it in action

Dense, information-rich records. No bloat.

Dashboard — dense by design

KPI tiles for every entity, recent activity across all records, today’s calendar. Built for users who run their day from the dashboard, not from a slow tab-switching dance. Module nav stays a single keystroke away on every page.

demo.sutracrm.net
S Sutra CRM Search records, run actions… SA SutraCRM Admin
Dashboard Accounts Contacts Leads Opportunities Cases Calendar Email Reports
Dashboard Welcome back, SutraCRM Admin · last refresh just now
Overview My work Pipeline Recent Reports
Accounts130 new this week
Contacts300 new this week
Leads180 unconverted
Opportunities23$0 pipeline
Open cases80 overdue SLA
Tasks due00 overdue
My open items 0 of 0
Queue clear — nothing assigned to you
Recent activity
Migration 0012_duplicate_rules applied · 86ms2h ago
Acme Atlas Industries — Industry updated3h ago
Lead “Bruce Wayne” created5h ago
Today · May 27, 2026
No meetings scheduled
System healthy · MySQL 10.11 · PHP 8.4.21 · Sutra CRM v1.0-beta

Dashboard — KPIs, my open work, recent activity across all records, today’s calendar.

List views with filter builder and saved views

Sortable columns, type badges, humanised timestamps. The filter builder lives on every list view: build a query visually, save it as a personal view, share it with the team. Search is full-text across the indexed fields you configure per entity. Schema changes in the admin UI flow through to columns without redeploying.

demo.sutracrm.net/accounts
SSutra CRMSearch records…SA Admin
Dashboard Accounts Contacts Leads Opportunities Cases
Accounts 13 total · sorted by modified_at desc Export New account
All Customers Partners My accounts Recently added
NameTypeIndustryWebsiteRevenueModified
Acme Atlas IndustriesCustomerSoftwareacmeatlas.example.com$4,250,0002h ago
Acme CorporationCustomerManufacturingacme.com$14,200,0003d ago
Globex IndustriesCustomerIndustrialglobex.io$8,400,0006d ago
Wayne EnterprisesPartnerConglomeratewayne.enterprises$1,200,000,000May 11
Stark IndustriesCustomerTechnologystarkindustries.com$420,000,000May 8
Cyberdyne SystemsPartnerDefensecyberdyne.com$67,500,000Apr 26
Tyrell CorporationVendorBiotechtyrellcorp.com$290,000,000Apr 20
System healthy · Sutra CRM v1.0-beta

Accounts list — filter chips, sortable columns, type badges, currency formatting, humanised timestamps.

Record detail with inline edit, sub-tabs, and audit

Schema-driven layout: cards are derived from field groups, not hand-authored. Edit any card in place without losing the page; a concurrent-edit guard catches the race when two people open the same record. Sub-tabs (Contacts, Opportunities, Cases) auto-generate from Relationships and respect access control on both counts and reads. The right rail shows System metadata, the audit stream, and field-level diffs from any prior save.

demo.sutracrm.net/accounts/01KSHA4JVZ…
SSutra CRMSearch records…SA Admin
Dashboard Accounts Contacts Leads Opportunities Cases
Accounts › Acme Atlas Industries Back Follow …
General Address Activity Contacts 4 Opportunities 2 Cases 1 Files
General Edit
TypeCustomer
Annual revenue$4,250,000.00
IndustrySoftware
Websitehttps://acmeatlas.example.com
Modified2h ago
Created2h ago
Primary address Edit
Street100 Atlas Way, Suite 200
CityChicago
StateIllinois
CountryUnited States
System Edit
Record ID01KSHA4JVZ5MWS2Q9F8W6QP1JQ
OwnerSutraCRM Admin
Modified2h ago
Version2
Activity
Industry — Information Technology → Software2h ago
Annual revenue updated5h ago
Record created by SutraCRM Admin2d ago
System healthy · Sutra CRM v1.0-beta

Account detail — schema-driven cards, inline edit per card with concurrent-edit guard, live activity stream with field-level diff, sub-tab counts gated by access control.

Forms with duplicate detection and validation

Grouped sections derived from the same field schema as the detail page. Duplicate rules fire as the user types: warn on save, block on save, or pair-exempt for known false positives. Picklists cascade automatically (Country → State). Inline validation in the browser, server-side enforcement on submit, audit entry on every successful save.

demo.sutracrm.net/accounts/new
SSutra CRMSearch records…SA Admin
Dashboard Accounts Contacts Leads Opportunities Cases
Accounts › New account Cancel Save
Possible duplicate — “Acme Atlas” matches an existing account by Name starts with. Review match or mark as not a duplicate.
Identity
Account name *Acme Atlas Industries
Type *Customer
IndustrySoftware
Websitehttps://acmeatlas.example.com
Annual revenue USD4250000.00
DescriptionTop customer in the Midwest region. Renewal due Q3.
Primary address
Street100 Atlas Way, Suite 200
CityChicago
CountryUnited States
StateIllinois
Saving as
SutraCRM Admin
Owner defaults to creator. Change via Access controls.
System healthy · Sutra CRM v1.0-beta

New account form — live duplicate detection banner, cascading Country → State picklists, grouped sections matching the detail page.

Underneath

Things you don’t see in a screenshot.

GPL v3, auditable end to end

Open-core: the entire Community CRM is GPL v3. Your security team can read every line. There’s no closed kernel and no obfuscated module — the open-core split is between features, not between “what you can see” and “what we hide”.

Zero telemetry

We don’t track installations, users, or records. The only signals we get are what you post on the forum or send through the contact form. There’s no phone-home, ever.

Same codebase, every host

Plesk shared hosting, Docker for staging, Kubernetes for production scale — same PHP + MariaDB codebase across all of them. No managed-tier features that don’t exist when you self-host.

Try the live demo Request download See the product timeline