Getting Started

Introduction

What Clivly is, and when embedding a CRM in your app beats buying one.

Clivly is a CRM you install into your own application. It reads the tables you already have, writes to CRM tables in your own database, and reuses the auth your app already enforces. There is no second database to keep in sync and no per-seat bill that grows with your team.

When this is the right choice

Clivly suits you if your customer data already lives in your app's database and you have been paying to copy it somewhere else. It is a poor fit if your CRM is mostly used by people who never touch your product, or if you need a mature marketing-automation suite today.

How it fits together

Your app keeps ownership of its business tables. Clivly reads from them through a mapping you declare, and owns only its own crm_* tables. Data moves outward from your app; control moves inward through a single route you expose.

Note

The next page installs the package. If you would rather see the shape of a finished setup first, the Quickstart shows a complete configuration.