Custom entities
Build your own record types from the admin UI. Fields, layouts, picklists — no code, no plugin install.
Sutra ships ten capabilities most proprietary CRMs gate behind upgrade tiers — custom entities, relationships, duplicate detection, access control, inline edit, audit. All in the free tier, all self-hosted, all under GPL v3.
Build your own record types from the admin UI. Fields, layouts, picklists — no code, no plugin install.
One picklist, used everywhere. Cascade Country → State. Deactivate values without losing history.
One-to-Many, Many-to-Many, and Child-to-Parent as first-class concepts. Sub-tabs and counts auto-generate on parent records.
Per-entity rules with per-field operators (Equals, Starts with, Contains, Ends with). Warn or block on save, with exemption for false positives.
Edit any card on a record without leaving the page. Per-card save, concurrent-edit guard, group-scoped audit entry.
Role plus team voter sits in front of every read and write. Per-action, per-field guards. Counts respect the same policy.
Append-only event stream on every record. Field-level diff, non-destructive restore, 21 CFR Part 11 foundation in place.
Visual filter on every list view. Save views per user, share them across the team. Filter evaluation stays server-side.
Composer + ZIP distribution. The bundled CRM module is just the first plugin. MIT-licensed SDK so you can sell what you build.
Plesk shared hosting, Docker, or Kubernetes. Same codebase, no telemetry. Your data on your infrastructure.
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.
Dashboard — KPIs, my open work, recent activity across all records, today’s calendar.
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.
| Name | Type | Industry | Website | Revenue | Modified |
|---|---|---|---|---|---|
| Acme Atlas Industries | Customer | Software | acmeatlas.example.com | $4,250,000 | 2h ago |
| Acme Corporation | Customer | Manufacturing | acme.com | $14,200,000 | 3d ago |
| Globex Industries | Customer | Industrial | globex.io | $8,400,000 | 6d ago |
| Wayne Enterprises | Partner | Conglomerate | wayne.enterprises | $1,200,000,000 | May 11 |
| Stark Industries | Customer | Technology | starkindustries.com | $420,000,000 | May 8 |
| Cyberdyne Systems | Partner | Defense | cyberdyne.com | $67,500,000 | Apr 26 |
| Tyrell Corporation | Vendor | Biotech | tyrellcorp.com | $290,000,000 | Apr 20 |
Accounts list — filter chips, sortable columns, type badges, currency formatting, humanised timestamps.
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.
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.
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.
New account form — live duplicate detection banner, cascading Country → State picklists, grouped sections matching the detail page.
An ACL voter sits in front of every read and every write. Roles set the action policy; teams set the row scope. Queries are restricted at the source, so a user without access never sees the record — including in sub-tab counts.
Every save writes an event to the stream. Field-level diff stays queryable; restore to a prior version replays values without losing history. Same plumbing supports 21 CFR Part 11 sign-offs in the planned compliance module.
The bundled CRM module is the first plugin built on the SDK, not a hardcoded core. Composer install or ZIP drop-in. MIT-licensed SDK so you can sell what you ship.
Plesk shared hosting boots in minutes. Docker for staging. Kubernetes for production scale. Same codebase across tiers, no SaaS dependency, no phone-home.
GPL v3 on the kernel, MIT on the SDK. Fork it, modify it, ship plugins, sell them. Public repository opens at v1.0 GA — private during beta so we can iterate without shipping broken state in public.
We don’t track installations, users, or records. The only signals we get are the ones you post on the community forum or send through the contact form.