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MagicCRM · Built around your working day

Self hosted CRM

Your clients. Your projects.
One connected workspace.

Bring customers, contacts, projects, tasks, offers, invoices and payments together. Chat with clients and teammates, plan meetings, track progress and keep everyday client work organized on your own server.

Explore the live demo ↗Get MagicCRM →
One-time licenseYour own hostingGoogle & Apple Calendar
Customers & contactsProjects & tasksOffers, invoices & paymentsCalendar & meetings
Less searching. More doing.

From the first conversation
to the next milestone.

A practical set of tools for the work behind every customer relationship.

◎

Know your customers

Keep companies, contacts, notes and internal comments together. Follow customer timelines and find records with search, filters and pagination.

Customers · Contacts · Activity
▧

See projects move forward

Track completion percentages, group tasks and keep deadlines visible. Collapse hidden or completed work and arrange projects with drag-and-drop controls.

Projects · Tasks · Time tracking
▤

Turn plans into offers

Prepare offers from templates and generate PDFs. Filter and arrange offers, with invoiced offers kept in their own category.

Offers · Templates · PDF generation
◫

Keep the bigger picture

Use dashboard statistics, reports and recent activity to follow your work. Internal, email and meeting notifications keep updates close at hand.

Dashboard · Reports · Notifications
✳

Make the workspace yours

Customize branding and company settings with white-label options. Manage user roles, permissions and groups for your team.

Branding · Roles · Permissions
↻

Work without interruption

AJAX updates save changes without full page reloads. Save confirmations, remembered accordion states and pagination make daily navigation easier.

Quick updates · Filters · Saved views
Explore the full workspace

The details that make
daily work easier.

From customer records to permissions and updates, MagicCRM brings these tools into your self-hosted workspace.

◎

Customers, contacts & companies

  • Create, view, edit and delete customer records
  • Manage contacts and companies
  • Search customers and filter customer lists
  • Paginate customers and drag records to reorder them
  • Keep customer timelines, notes and internal comments
▧

Project organization

  • Create and manage projects
  • Track project status and completion percentages
  • See completed and remaining project work
  • Filter, paginate and drag projects to reorder them
  • Organize hidden and completed work in collapsible sections
✓

Tasks, time & deadlines

  • Create tasks and track their status
  • Group related tasks and paginate task lists
  • Track time spent on task work
  • Review deadlines in a dedicated tab
  • Keep hidden tasks in an accordion and completed tasks in a separate section
  • Open or close sections and retain their accordion state
▤

Offers & documents

  • Create and manage offers
  • Prepare offers using templates
  • Generate offer PDFs
  • Filter and paginate offers
  • Drag offers to arrange their order
  • Move invoiced offers into their own category
▦

Calendar & meeting booking

  • Sync Google Calendar and Apple Calendar
  • Create meetings and store meeting links in the CRM
  • Automatically create Google Meet links
  • Share a link for clients to book a date and time
  • Set working dates, working hours and days off
  • Receive meeting notifications
◫

Dashboard & reporting

  • Customer dashboard and dashboard widgets
  • Dashboard statistics and charts
  • Reports for reviewing your business information
  • Activity cards and recent activity
  • Activity timeline with pagination
  • Logged user activity
✉

Notes & notifications

  • Customer notes and internal notes
  • Internal comments on customer records
  • Email templates and email notifications
  • System and internal notifications
  • Meeting notifications within the workspace
  • Email configuration in settings
♙

Accounts & access

  • Authentication and login
  • User management and user profiles
  • User roles and advanced permissions
  • User groups
  • Password reset
  • Session management
✳

Branding & everyday controls

  • White-label options and custom branding
  • Company settings and application settings
  • AJAX updates without full page reloads
  • A save confirmation badge after changes
  • Filters, pagination and drag-to-reorder controls
  • Remembered open and closed accordion sections
Keep every conversation connected

Messages & Chat

Talk with clients and teammates inside MagicCRM. Private conversations, project channels and a chat widget keep messages close to the work they support.

Direct messages, groups & channels

  • Private direct messages and group conversations
  • Separate client/team and internal project channels
  • A responsive Messages workspace and application-wide chat widget
  • Contact directory, presence indicators and typing indicators
  • Replies, mentions, emoji and message search
  • Paginated history with incremental loading
  • 32 selectable group icons in create and edit dialogs, with a responsive picker and custom emoji support

Messages that move work forward

  • Unread counts integrated with existing notifications
  • Delayed, opt-in email digests for chat updates
  • Private attachments shared within conversations
  • Convert a message into a task
  • Notification sounds with a per-account browser toggle
  • Sound handling respects muted and mention-only conversations
  • Duplicate notification sounds prevented across browser tabs

Built-in scheduling & branded emails

  • A built-in scheduler for chat digests, booking email retries and calendar sync
  • Automatic execution driven by application requests
  • Private locks, retry intervals and bounded batches
  • A shared branded email template for chat digests, booking emails, offers and SMTP tests
  • Emails use your configured name, logo, colors and footer

Chat across screen sizes

  • Chat layouts verified on desktop, tablet, mobile and in landscape
  • Fixed composer and widget clipping on short screens
  • Improved narrow inputs and long attachment names
  • Fixed mobile Chat settings table overflow and checkbox alignment
  • The widget starts collapsed on Chat settings and message-to-task forms

Message actions within reach

  • Fixed clipped message action menus
  • Menus stay inside the chat at every edge
  • Keyboard navigation for message action menus
  • Menus close on scrolling or outside clicks

Chat settings, access & privacy

  • Centralized Chat settings integrated with existing role permissions
  • Server-side membership checks and client isolation
  • CSRF protection and rate limits
  • Idempotent sends prevent duplicate messages when a request is retried
  • An additive chat migration
  • Private attachment storage excluded from release and client packages
One connected financial workflow

Finance & Invoicing

A complete invoicing and finance module built directly into MagicCRM, connecting clients, offers, projects, invoices and payments in one workflow.

Client → Offer → Project → Invoice → Payment → SAGA Export

Invoice creation & workflows

  • Create and manage Internal and External invoices
  • Keep Internal and External invoice workflows separate
  • Convert Offers directly into invoices
  • Create invoices from Projects
  • Store company and billing details directly inside Client accounts

Companies, numbering & currencies

  • Manage multiple companies / CUIs
  • Use multiple invoice series with automatic numbering
  • Set custom starting and next invoice numbers
  • Invoice in EUR, USD, RON, CHF, GBP and more
  • Use multiple bank accounts per company and invoice

Payments & finance reporting

  • Track partial and full payments
  • Automatically assign Paid, Outstanding and Overdue statuses
  • Review your finances in a dedicated finance dashboard
  • Follow revenue with finance reports

Professional PDFs & historical records

  • Download dynamic, professional PDF invoices
  • Generate PDFs only when downloaded, with no permanent PDF storage
  • Preserve historical invoice data even when client or company details change

SAGA-compatible exports

  • Export SAGA-compatible XML
  • Create separate SAGA exports for Internal and External invoices
  • Export separately for each company / CUI
  • Keep SAGA export history and tracking

Permissions & activity history

  • Control invoice access with user permissions
  • Follow invoice activity history
  • Keep everyday invoice management directly inside MagicCRM

The module provides the complete Client → Offer → Project → Invoice → Payment → SAGA Export workflow directly inside MagicCRM, without requiring a separate invoicing platform for everyday invoice management.

Make room for the next conversation

A calendar that works
with your clients.

Sync Google or Apple Calendar, create meetings and automatically generate Google Meet links. Share a booking link so clients can choose an available date and time.

  • Set working dates, hours and days off
  • Keep meeting links inside your CRM
  • See notifications for upcoming meetings
Explore scheduling in the demo ↗
Client self-booking▦

Let’s find a time.

Share your availability.
Let your client choose.

↗ Google Meet link · Ready for your meeting
Illustrative booking preview
A workspace that keeps improving

Stay current. Keep your work together.

Automatic updates and a manual update option help keep your installation current. The update system includes backups, package verification, migration checks, health checks and automatic rollback.

01PrepareBackup and package validation
02UpdateMigration and progress tracking
03VerifyHealth checks and rollback support
Explore the update and installation tools

Installation & update access

  • Deployment client for your installation
  • Automatic updates and manual update option
  • Installation reporting and installation UUID support
  • Installation synchronization and license verification
  • Administrator update checks

Update protection

  • Backup service and maintenance mode
  • Deployment locking
  • ZIP validation and SHA256 verification
  • Version validation and migration runner
  • Health checks and automatic rollback

Update visibility

  • Deployment progress tracking
  • Deployment logs and history
  • Update reporting
Your workspace. Your server.

One license.
A home for your client work.

Host MagicCRM on your own infrastructure. Optional installation and customization can be scoped around your business.

What your server needs

PHP 8.1+ · MySQL 8+ · Apache or Nginx

PDO MySQL, OpenSSL, JSON, ZipArchive and cURL.

Hosting is purchased separately.
A few things to know

MagicCRM questions, answered.

What can I manage with MagicCRM?

Manage customers, contacts, companies, projects, tasks, offers, invoices, payments, finance reports and SAGA-compatible exports. Private messages, group chat, project channels, calendar, meeting, notification and branding tools support your day-to-day work.

Can clients book their own meetings?

Yes. Share a booking link so clients can choose an available date and time. Set your working availability, sync Google or Apple Calendar and create Google Meet links.

Can I use my own branding?

Yes. MagicCRM includes white-label options, branding and company settings.

How do updates work?

MagicCRM includes automatic updates and a manual update option. The update system supports backups, package validation, migration checks, health checks and automatic rollback.

Is hosting included in the $350 license?

Hosting is separate. The lifetime license is a one-time $350 USD payment. Optional installation and customization are estimated separately at $100 USD per hour.